Terry Mefsut
Braze just closed their strongest year ever. Here's what it means for brands investing in customer engagement.
Another bumper quarter for Braze, third in a row in-fact. Q4 was up 28%. We’ve taken a lot more away from these results than just the numbers alone. The strategic shift in architecture is continuing, with Braze becoming the preferred choice in key infrastructure decisions.
A few short years back, the now Composed Digital team backed Braze in the enterprise space. These results validate our decisions (and big bet) to see that the world's largest brands are choosing Braze as the foundation for their customer engagement and step into AI readiness.
Customers spending over $500K grew 35% year on year. This is what excites us the most. Enterprise brands are seeing the benefit of moving to Braze, and they continue to commit with Q4 bookings up over 50%.
Free cash flow nearly tripled year on year to $58M, and Braze announced its first ever share repurchase program, signalling market confidence.
On the AI side, Agent Console and Operator both launched months ahead of schedule, and within weeks, two thirds of customers were actively using Operator.
We’re also encouraged with the deepening partnerships with key partners such as Snowflake and Shopify. The key to this composable architecture is ecosystem connectivity, and there’s no question that Braze continues to lead the way when it comes to continually enhancing the way if works with vendors in the modern marketing stack.
We’re often asked about other composable tech players in the space, but the stats speak for themselves. In 2025 alone, Braze processed 25 trillion data points and powered 4.5 trillion messages across their customer base.
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