At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew.

We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity – inside and outside our organization.

To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success.

Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture.

If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If Braze sounds like a place where you can thrive, we can’t wait to meet you.

We’re looking for a Senior Director, Creative to lead and scale our design function as a conceptual, strategic, and operational pillar of the Creative and Brand organization.

This role is responsible not only for visual excellence, but for building, developing, and maintaining a high-performing design team grounded in strong conceptual thinking. Success in this role depends on the ability to set a clear creative bar, move decisively when standards aren’t met, and actively mentor emerging leaders so responsibility and ownership can be pushed downward—freeing this role to operate up, out, and across the organization.

The Senior Director, Creative partners closely with strategy, brand, and creative leadership to ensure our visual systems are insight-led, scalable, and emotionally resonant.

WHAT YOU’LL DO

Leadership, Team Building & Talent Development

Lead and scale a high-performing, conceptually strong design team spanning brand, motion, and multi-disciplinary creative
Build teams intentionally—prioritizing conceptual thinking, taste, and strategic fluency, not just executional skill
Establish and uphold a clear, non-negotiable quality bar for design, craft, and thinking
Act decisively when performance does not meet expectations—making changes quickly, thoughtfully, and in service of the team’s long-term health
Mentor and develop junior leaders so they are prepared to take on delegated ownership, responsibilities, and team leadership
Push leadership downward, enabling designers and emerging leads to operate with confidence and autonomy
Create clear growth paths, expectations, and feedback mechanisms for all levels of the team

Systems, Process & Operational Scale

Design and implement repeatable design systems, workflows, and processes that allow the team to deliver consistently high-quality work at scale
Identify inefficiencies in briefing, reviews, production, and delivery—and proactively solve for them
Partner with Creative Ops and Marketing Ops to ensure design processes scale with organizational growth
Build templates, frameworks, and visual systems that reduce friction and increase speed without compromising quality
Balance craft excellence with operational rigor, making “great work, done efficiently” the standard

Strategic & Conceptual Leadership

Partner deeply with the strategy function within the Creative and Brand team to ensure design is rooted in clear strategic intent
Translate insights, positioning, and brand frameworks into compelling, scalable visual systems
Pressure-test strategy through a design lens—helping refine ideas into clear, emotionally resonant expressions
Ensure design work ladders back to brand and business objectives, not just aesthetic goals
Champion conceptual thinking across the design team, ensuring ideas drive visuals—not the other way around

Strategy Partnership & Integration

Act as a creative counterpart to strategy leadership, collaborating early to shape creative direction and success criteria
Ensure the design team operates from shared strategic frameworks, not isolated project briefs
Help codify the strategy into clear visual guidance that enables faster, more confident execution
Establish strong working rhythms with strategy partners through working sessions, reviews, and planning checkpoints
Proactively surface and resolve misalignment between strategy and execution

Cross-Functional & Executive Leadership

Operate upward by partnering with senior leadership and executives to align design strategy with business priorities
Operate across marketing by building trusted relationships with Brand, Product Marketing, Demand, Events, Content, and Comms teams
Serve as the final decision-maker on visual direction for the brand
Anticipate cross-functional needs and creative risks before they arise—and build processes to address them
Represent the design function as a strategic partner, not just a service function

Creative Oversight & Craft

Own and evolve the visual identity and design systems for the brand across all touchpoints
Provide creative direction across:

Brand and campaign design
Website and digital experiences
Event and experiential marketing
Paid media, OOH, and motion
Internal-facing brand materials and presentations

Partner closely with motion designers to integrate movement into the brand system
Oversee freelancers, vendors, and production partners to ensure consistency and quality
Step into hands-on design selectively when strategic or conceptual leadership is required

WHO YOU ARE

15+ years of professional design experience, with senior leadership responsibility
5+ years of people management experience, including building and evolving teams
Proven ability to build conceptually strong, high-performing creative teams
Strong strategic thinker who connects design decisions to brand and business outcomes
Comfortable making difficult people decisions in the service of quality and scale
Experienced in both agency and client-side environments
Deep expertise across design tools and systems (Adobe Creative Suite, Figma, motion fundamentals)
Confident partnering with developers, strategists, and senior stakeholders

WHAT SUCCESS LOOKS LIKE

The design team consistently delivers conceptually strong, visually compelling work at scale
Clear systems exist for how design work is conceived, executed, reviewed, and delivered
Junior leaders are growing into meaningful ownership roles, reducing dependency on senior leadership
Performance issues are addressed quickly and constructively
Strategy and design are tightly integrated, with fewer downstream misalignments
Cross-functional partners view design as a strategic thought partner, not just an execution arm
The brand feels cohesive, intentional, and emotionally resonant across every touchpoint
You are not waiting for guidance/direction, but proactively bringing solutions based on your deep knowledge of the business and partners

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $144,000 and $215,000/year, with an expected On Target Earnings (OTE) between $172,000 and $256,000/year (including bonus or commission). Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive Total Rewards package that includes equity grants of restricted stock (RSUs) so that you will own a piece of our company.

#LI-Hybrid

WHAT WE OFFER

Braze benefits vary by location, and we encourage you to review our specific benefits offerings for each country at here. More details on benefits plans will be provided if you receive an offer of employment.

From offering comprehensive benefits to fostering hybrid ways of working, we've got you covered so you can prioritize work-life harmony. Braze offers benefits such as:

Competitive compensation that may include equity
Retirement and Employee Stock Purchase Plans
Flexible paid time off
Comprehensive benefit plans covering medical, dental, vision, life, and disability
Family services that include fertility benefits and equal paid parental leave
Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend
A curated in-office employee experience, designed to foster community, team connections, and innovation
Opportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching
Employee Resource Groups that provide supportive communities within Braze
Collaborative, transparent, and fun culture recognized as a Great Place to Work®

ABOUT BRAZE

Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging™ Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI™ allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences.

The company has repeatedly been recognized as a Leader in marketing technology by industry analysts, and was voted a G2 “Best of Marketing and Digital Advertising Software Product” in 2025.

Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America’s Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®, among other accolades. Braze is also proudly certified as a Great Place to Work® in the U.S., the UK, Australia, and Singapore.

The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, São Paulo, Singapore, Seoul, Sydney and Tokyo.

BRAZE IS AN EQUAL OPPORTUNITY EMPLOYER

At Braze, we strive to create equitable growth and opportunities inside and outside the organization.

Building meaningful connections is at the heart of everything we do, and that includes our recruiting practices. We're committed to offering all candidates a fair, accessible, and inclusive experience – regardless of age, color, disability, gender identity, marital status, maternity, national origin, pregnancy, race, religion, sex, sexual orientation, or status as a protected veteran. When applying and interviewing with Braze, we want you to feel comfortable showcasing what makes you you.

We know that sometimes different circumstances can lead talented people to hesitate to apply for a role unless they meet 100% of the criteria. If this sounds familiar, we encourage you to apply, as we’d love to meet you

OUR AI-POWERED BRAZE RECRUITMENT PROCESS

At Braze, we’re committed to a fair and transparent candidate experience. To help our recruitment teams focus on what matters most — the person behind each application — we use AI-assisted tools at certain stages of our recruitment process.

This includes using AI to analyze the experience, skills and qualifications in your application materials to help with screening and prioritizing candidates. Such screening may amount to a form of solely automated decision-making. We also use AI for administrative support, like scheduling and recording interviews and summarizing interview notes. Our recruiting teams remain responsible for all hiring decisions and are involved throughout the process.

Depending on where you are located, you may have certain rights available to you in relation to Braze’s use of AI:

To opt out of AI-assisted review of your application, please click the “Learn More” at the end of the application form below and follow the instructions before submitting your application. Please note, if you apply to multiple roles at Braze, you will need to opt out in relation to each application.
To exercise other types of rights, such as rights to request further information about how AI is used in our recruitment process, to request a manual review of any decision made or to contest a decision, please contact us at [email protected].

Please contact us at [email protected] with any questions. To find out more about our hiring process, check out this page.

Notice Regarding Automated Employment Decision Tool (NYC Local Law 144)

Our use of AI during the application review process may include the use of automated employment decision tools. Pursuant to New York City Local Law 144, for roles based in New York City, or if you reside in New York City, you have the right to request an alternative selection process or a reasonable accommodation instead of AI-assisted review.

To opt out of AI-assisted review of your application, please click the “Learn More” button below and follow the instructions before submitting your application. Please note, if you apply to multiple roles at Braze, you will need to opt out in relation to each application. Please submit any other request to our Talent Acquisition team at [email protected] promptly after applying. Summaries of the most recent bias audit results for such tools are available here.

Please see our Candidate Privacy Policy for more information on how Braze processes your personal information during the recruitment process and, if applicable based on your location, how you can exercise any privacy rights.

About the company

Braze is a customer engagement platform that helps brands build ongoing relationships with customers by coordinating real-time, cross-channel messages across email, push, in-app, SMS, and more. It collects data from any source, segments audiences, and orchestrates customer journeys so the right message reaches the right person at the right time. It also uses AI-powered experimentation and optimization to test and improve campaigns. Braze differentiates itself with a data-driven, multi-channel approach and a strong emphasis on journey orchestration and real-time engagement, serving a wide range of clients from small businesses to large enterprises and operating globally. Its goal is to enable brands to deliver relevant, personalized experiences at scale, across channels, to drive lasting customer relationships.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

2011

Get referred to Braze

See people who can refer or advise you

Simplify's Take

What believers are saying

Q2 2027 revenue rose 26% to $227.2 million; full-year guidance reached $910 million.
Paid AI adoption hit one-third of large customers by September 8, 2026.
Free cash flow hit $21.7 million in Q2 2027, versus $3.5 million last year.

What critics are saying

Crunchyroll's VPPA case exposes Braze SDK privacy risk, with hearing set October 2, 2026.
Q3 2027 operating income guidance of $16 million to $17 million signals slower leverage.
If AI monetization stalls, Braze becomes a feature inside Adobe and Salesforce by 2027.

What makes Braze unique

BrazeAI Operator, Agent Console, and Creative Studio launched April 23, 2026.
Braze's AWS collaboration deepens co-sell reach and Bedrock integrations since September 8, 2026.
Braze served 2,789 customers and 361 spending $500,000+ annually as of July 31, 2026.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Competitive compensation that includes equity

Generous time off policy to balance your work and life, including paid parental leave

Competitive medical, dental, and vision coverage for you and your dependents

Collaborative, transparent, and fun loving office culture

Growth & Insights and Company News

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↑ 0%

TechDay

Sep 25th, 2026

Braze named Gartner Leader for fourth straight year.

Braze named Gartner Leader for fourth straight year. Fri, 25th Sep 2026 (Today) Braze has been named a Leader in Gartner's 2026 Magic Quadrant for Multichannel Marketing Hubs, marking the fourth consecutive year it has received the designation. Gartner positioned Braze highest for Ability to Execute and furthest for Completeness of Vision among the vendors assessed. Braze also said it ranked first in the Multichannel Engagement and Omnichannel Workflow Innovation use cases in Gartner's 2026 Critical Capabilities for Multichannel Marketing Hubs report. The recognition places the New York-headquartered marketing technology company alongside large software suppliers in a closely watched category for brands managing customer communications across email, mobile, web and messaging channels. Gartner's multichannel marketing hub market covers software used by marketers to coordinate campaigns, customer journeys and content across several touchpoints. Braze focuses on tools that help brands organise and deliver customer interactions across channels from a single system. Its software is designed to connect with existing data and technology systems rather than require organisations to replace them. That approach reflects a broader issue facing marketing teams as they deal with a growing number of channels, data sources and artificial intelligence tools. Companies are under pressure to respond more quickly to customer behaviour while also demonstrating a return on spending. Braze has expanded its artificial intelligence products across campaign development, content creation, decisioning and automation. Its product set includes BrazeAI Operator for campaign work and problem-solving within existing workflows, BrazeAI Agent Console for building and managing AI agents inside the platform, and BrazeAI Decisioning Studio for determining relevant experiences for individual customers based on behaviour and context. According to the company, these tools are intended to help marketers activate data, personalise messages more precisely, coordinate work across channels and introduce artificial intelligence into marketing processes with governance and oversight. Astha Malik, Chief Business Officer at Braze, linked the result to pressure on marketers to move quickly and justify spending. "In a crowded industry with no shortage of vendor choices, marketers are under more pressure than ever to move fast, deliver personalised experiences, and prove ROI on every investment they make," said Astha Malik, Chief Business Officer, Braze. Malik said the company viewed the ranking as recognition of its long-term focus on serving marketing teams. "Braze has been on the side of ambitious marketers since day one, giving them the freedom to tap into their creativity and pursue what inspires them and their customers. We see our position in the Magic Quadrant as a reflection of years of championing marketers and helping brands meet the demands in front of them. By bringing together real-time engagement, AI-powered decisioning, and a platform designed to work within each organisation's broader technology ecosystem, we are delivering on our conviction that there has never been a better time to be a better marketer," Malik said. Market focus The multichannel marketing software market has become more competitive as vendors seek to combine data handling, workflow management, campaign delivery and artificial intelligence features in one offering. Brands increasingly want systems that allow marketing teams to adapt customer communications in real time without adding further operational complexity. Braze said its architecture is composable, meaning organisations can link the platform to existing software and data investments while building customer engagement workflows around those systems. That positioning is aimed at companies that want to add marketing orchestration tools without fully replacing their current technology stack. Braze has built a global presence, with 15 offices across the Americas, Europe, the Middle East, Africa and Asia-Pacific. Its inclusion in the Gartner Leaders quadrant for a fourth straight year is likely to strengthen its standing with large organisations reviewing suppliers for customer engagement and journey management tools.

MarketScreener

Sep 24th, 2026

Braze named a Leader in 2026 Gartner(R) Magic Quadrant(TM) for Multichannel Marketing Hubs for fourth consecutive year.

Braze named a Leader in 2026 Gartner(R) Magic Quadrant(TM) for Multichannel Marketing Hubs for fourth consecutive year. Braze positioned highest in Ability to Execute and furthest in Completeness of Vision Published on 09/24/2026 at 11:30 am EDT Business Wire Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging(TM), today announced that it has been named a Leader in the 2026 Gartner(R) Magic Quadrant(TM) for Multichannel Marketing Hubs for the fourth consecutive year. Braze was positioned highest among multiple evaluated vendors in Ability to Execute and furthest in Completeness of Vision. Braze was also ranked first in both the Multichannel Engagement and Omnichannel Workflow Innovation Use Cases in the 2026 Gartner Critical Capabilities for Multichannel Marketing Hubs report. As customer expectations rise and competition intensifies, and the number of channels, data sources, and AI tools available to marketers continues to grow, brands need technology that can turn complexity into more relevant and responsive customer experiences. Braze believes its placement reflects the company's focus on putting leading-edge technology into the hands of customers who are already seeing results, while helping marketers connect data, decisioning, creative execution, and cross-channel engagement within a single, composable platform. "In a crowded industry with no shortage of vendor choices, marketers are under more pressure than ever to move fast, deliver personalized experiences, and prove ROI on every investment they make," said Astha Malik, Chief Business Officer at Braze. "Braze has been on the side of ambitious marketers since day one, giving them the freedom to tap into their creativity and pursue what inspires them and their customers. We see our position in the Magic Quadrant as a reflection of years of championing marketers and helping brands meet the demands in front of them. By bringing together real-time engagement, AI-powered decisioning, and a platform designed to work within each organization's broader technology ecosystem, we are delivering on our conviction that there has never been a better time to be a better marketer(TM)." Braze helps brands create personalized experiences across email, mobile, web, messaging, and other channels. Its composable architecture allows organizations to connect existing data and technology investments with customer engagement workflows, helping teams respond to customer behavior in real time without requiring them to replace the systems they already rely on. The company has continued to expand its AI capabilities across the customer engagement lifecycle. BrazeAI Operator(TM) empowers marketers to develop campaigns, generate content, and solve problems within their existing workflows, while BrazeAI Agent Console(TM) enables them to build and manage AI agents directly within the Braze platform. BrazeAI Decisioning Studio(TM) allows brands to continuously determine relevant experiences for individual customers based on their behavior and context. Together, these capabilities provide marketers with greater intelligence and automation while maintaining governance and control within the platform. Braze helps organizations address several priorities that are top of mind for marketers today: * Turn customer signals into action: Activate data from across the technology ecosystem to adapt engagement as customer behavior changes. * Make personalization more individual: Use AI-powered decisioning to move beyond broad audience segments and determine relevant experiences for each customer. * Coordinate work across channels: Give teams a shared environment for building, managing, and improving customer journeys without fragmenting strategy or execution. * Adopt AI with greater control: Bring AI into existing marketing workflows while maintaining visibility, governance, and human oversight. To learn more about the industry and Braze's placement, download a complimentary copy of the 2026 Gartner Magic Quadrant for Multichannel Marketing Hubs. *Gartner, Magic Quadrant for Multichannel Marketing Hubs, Audrey Brosnan, Tia Zervas, Suzanne Schwartz, and Julia Multedo, 22 September 2026. Gartner, Critical Capabilities for Multichannel Marketing Hubs, Suzanne Schwartz, Tia Zervas, Audrey Brosnan, and Julia Multedo, 22 September 2026. Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner's business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Braze. About Braze Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging(TM). Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI(TM) allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to AI-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences. The company has been consistently recognized as a Leader in marketing technology by industry analysts, and was named a G2 "Best of Marketing and Digital Advertising Software Product" in 2026. Braze was also named a 2026 Best Places to Work by Built In, a 2025 America's Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology(TM) by Great Place To Work(R). The company is headquartered in New York with 15 offices across the Americas, EMEA, and APAC. Learn more at braze.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260924282579/en/ (C) Business Wire - 2026

MarTech Cube

Sep 16th, 2026

SmarterSends launches Two-Way SMS and Retargeting on Braze.

SmarterSends launches Two-Way SMS and Retargeting on Braze. * By PRNewswire * September 16, 2026 Two new tools give local operators a way to talk back and forth with customers, and a one-click way to keep their local lists engaged, joining Email, SMS, Push, and In-App already live on Braze. SmarterSends, the distributed marketing platform built for franchise, field, and local marketing teams, today announced two new capabilities for Braze customers: Two-Way SMS and simplified One-Click Retargeting for local operators. Both ship ahead of FORGE 2026, Braze's annual customer engagement conference, where SmarterSends will be on-site September 28-30 at the Fontainebleau Las Vegas. Together, the two features round out the SmarterSends platform on Braze to five channels: Email, SMS, Push, In-App, and now Two-Way SMS, all sent through Braze's engine and inside the same corporate guardrails, approvals, and reporting that already govern local execution. For brands running Braze's AI-native journeys across hundreds of locations, it closes two gaps outbound orchestration alone never solved: what happens after the customer replies, and how a local team keeps its own list warm without corporate stepping in. Two-Way SMS: the reply becomes the relationship Before now, a text back to a local branch, franchise, or advisor lived on someone's phone, disconnected from the platform that sent the original message. With Two-Way SMS, that reply flows into the same Braze customer profile in real time. A "yes, I'm interested" becomes a lead for the nearest store associate. A scheduling question routes straight to the advisor who owns the relationship. It's clienteling, the kind of ongoing, 1:1 attention retail and wealth management brands have always wanted from their local teams, built on top of the data infrastructure they already have. One-Click Retargeting: keeping local lists warm without the busywork The second launch tackles a problem every local operator knows: building a fresh campaign to re-engage your own contacts takes time most franchisees, advisors, and store teams don't have, so lists go quiet between big corporate sends. One-Click Retargeting gives local operators a simplified way to re-engage the contacts they already have, whether that's re-sending to people who didn't open, following up with contacts who replied but didn't convert, or waking up a list that's gone cold, without building a new audience from scratch or waiting on corporate. What's new for Braze customers: * Two-way SMS conversations connected directly to Braze customer profiles * Local-level reply routing, so the right store, branch, or advisor sees the message * Clienteling and follow-up triggers layered on top of Braze's AI-powered journeys * One-click retargeting so local operators can re-engage their own contacts without building a new audience * A simplified interface built for local operators, not full-time marketers * The same brand guardrails, approvals, and reporting that already govern Email, SMS, Push, and In-App "These two launches solve opposite ends of the same problem," said Sam Lewis, Co-Founder of SmarterSends. "Two-Way SMS handles the moment a customer reaches out, so a local rep can actually act on that reply instead of losing it in a phone. One-Click Retargeting handles the moment nobody reaches out, so a franchisee or advisor can keep their own list warm without building a campaign or waiting on corporate. Put them together and local teams finally have a real voice inside the platform HQ already trusts, on both sides of the conversation." Braze has been named a Leader in the Gartner Magic Quadrant for Multichannel Marketing Hubs three years running, with more than 2,600 paying customers spanning brands like IBM, Goldman Sachs, Wendy's, JetBlue, and Sephora. SmarterSends plugs directly into an existing Braze instance, giving franchisees, financial advisors, regional bank branches, and store associates a governed way to personalize and send within the guardrails corporate already has in place, plus native Two-Way SMS, one-click retargeting, and inbound reply routing that Braze does not offer out of the box. The integration takes about 15 minutes to stand up, at no cost to the brand. SmarterSends will be on the ground at FORGE 2026 from September 28-30, with the team available for live demos of Two-Way SMS and One-Click Retargeting on Braze, and conversations about what a fifth channel and a simpler local re-engagement workflow mean for distributed marketing programs. Brands attending FORGE who want to grab time with the team can reach out directly or book a walkthrough at https://calendly.com/d/cypm-dyn-wmb/smartersends-web-demo.

CoinCentral

Sep 9th, 2026

Braze (BRZE) stock drops 11% even after beating earnings. Here's why.

Braze (BRZE) stock drops 11% even after beating earnings. Here's why. Braze (BRZE) stock fell 11% after Q2 earnings beat estimates, as investors focused on soft RPO growth and slow AI monetization progress. By Trader Edge September 9, 2026 3 Mins Read Tldr. * Braze stock fell 11% on Wednesday after reporting Q2 results that beat Wall Street estimates * Revenue came in at $227 million, up 19% year-over-year, beating the $220 million consensus * Adjusted EPS of $0.19 beat the $0.15 estimate * The selloff was driven by weaker-than-expected growth in remaining performance obligations (RPO) * Braze raised its full-year revenue growth guidance to approximately 23% year-over-year Braze stock was trading around $30.31 on Wednesday, falling roughly 11% after the company posted Q2 results that topped Wall Street expectations but failed to impress on a key forward-looking metric. The company reported adjusted earnings of $0.19 per share on revenue of $227.2 million. Analysts had expected $0.15 per share on $220 million in revenue, per FactSet. Revenue grew 19% year-over-year, with organic revenue up 24% from the same period last year. That organic figure was down from 27% growth the prior quarter. Non-GAAP operating margin came in at 9.7%, well above the 8.1% consensus and up from 5.0% in the previous quarter. Margin guidance for fiscal 2027 was also raised. Despite the beat, the stock dropped hard. The culprit was softer growth in remaining performance obligations, a metric that signals how much contracted revenue Braze can expect to collect in future quarters. AI monetization still a work in progress. William Blair analyst Arjun Bhatia, who kept his Outperform rating, said the stock reaction was "largely due to lighter RPO quarterly growth while investors wait for the AI monetization catalyst to play out." Braze's AI tools are gaining customer traction, but that hasn't yet translated into top-line acceleration. That gap between early adoption and actual revenue impact is what's making investors nervous. Mizuho also kept its Outperform rating and held its $32 price target. The firm noted strong bookings driven by competitive wins and upsell momentum as positives from the quarter. Canaccord raised its price target to $37 from a previous level, maintaining a Buy rating. Needham reiterated its Buy rating with a $50 price target, pointing to growth in the low-to-mid 20% range and improving operational metrics. Citizens kept a Market Outperform rating with a $35 price target. Guidance raised, but near-term costs weigh. Braze raised its fiscal 2027 revenue growth guidance to approximately 23% year-over-year, up from the prior guidance of around 21%. However, fiscal Q3 operating margin guidance came in below consensus. Management pointed to costs from its Forge conference and new sales capacity investment as the reasons. The stock has had a volatile year. It dropped more than 50% between January and late February before recovering most of those losses as broader fears around software sector disruption faded. Mizuho's InvestingPro analysis flagged the stock as undervalued relative to its Fair Value estimate, with the market cap sitting at approximately $3.41 billion. The Q3 margin guide miss and RPO softness were enough to overshadow an otherwise solid quarter for Braze. Stop guessing and start investing with confidence. KnockoutStocks gives you the AI insights, market intelligence, and stock research you need to spot opportunities, cut through the noise, and make smarter investment decisions - all in one powerful platform. Simply use coupon code SPECIAL50 at checkout to claim your exclusive discount. Limited Time Offer Get 3 free stock ebooks. Discover top-performing stocks in AI, Crypto, and Technology with expert analysis. * Top 10 AI Stocks - Leading AI companies * Top 10 Crypto Stocks - Blockchain leaders * Top 10 Tech Stocks - Tech giants Futures & Crypto Trader | Sharing charts, strategies, & mindset tips to help you level up | Not Financial Advice Follow on X @Pro_Trader_Edge September 9, 2026

Yahoo Finance

Sep 8th, 2026

Braze stock tumbles 10% as Q3 EPS guidance misses estimates despite 26% revenue growth

Braze shares fell 10% in after-hours trading Tuesday despite beating second quarter expectations, as the customer engagement platform issued disappointing third quarter earnings guidance. The company reported adjusted EPS of $0.19 for the second quarter, beating analyst estimates of $0.15. Revenue reached $227.2 million, surpassing consensus estimates of $220.23 million and representing 26% year-over-year growth. However, Braze's third quarter EPS guidance of $0.13-$0.14 fell short of analyst expectations of $0.16. The company projected third quarter revenue of $229-230 million, slightly exceeding the consensus estimate of $227.8 million. Braze generated record second quarter free cash flow of $22 million, up from $3.5 million in the prior year period. The company's customer base grew to 2,789, with customers generating annual recurring revenue of $500,000 or more increasing to 361 from 282 year-over-year.

Braze

Creative Senior Director

About the job

WHAT YOU’LL DO

WHO YOU ARE

WHAT SUCCESS LOOKS LIKE

About the company

Get referred to Braze

Simplify's Take

What believers are saying

What critics are saying

What makes Braze unique

Benefits

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth