- Braze is a rapidly-growing, modern customer engagement platform that empowers brands by helping them deliver personalized customer experiences.
- Braze is disrupting legacy customer engagement solutions by focusing on the entirety of a customer's journey, which is imperative in today's omnichannel digital world.
- In this note, we will study Braze's platform, analyze its financial statements, and deduce its valuation.
- Braze is built on top of Twilio, and Twilio has now launched Engage, a direct competitor for Braze. My bet is on Jeff and Twilio to dominate customer engagement market over the long term.
- Also, Twilio is more attractively priced than Braze. I am bullish on Braze (long-term), but I am buying more Twilio at these levels.
For further details see:
Braze Vs. Twilio: 2 Winning Customer Engagement Platforms, One Winning Stock