Mission Statement, Vision, & Core Values of Braze, Inc. (BRZE)

The Mission Statement, Vision, and Core Values of Braze, Inc. (BRZE) are more than just corporate posters; they are the defintely intangible bedrock that supported a Fiscal Year 2025 revenue of $593.4 million, representing a robust 26% year-over-year jump. You see a high-growth software company, but what is the foundational 'why' that translates into a defensible competitive advantage (moat) in the crowded customer engagement platform (CEP) space?

We need to look past the income statement-which showed a net loss of $103.7 million in FY 2025-and see if their core value of 'Be a Human' actually dictates their product roadmap and customer retention. Do these principles truly map to sustained profitability and a strong investment thesis, or are they just nice words on a website?

Braze, Inc. (BRZE) Overview

You need to know the core engine driving Braze, Inc. (BRZE) before you can evaluate its financials, and the story is simple: they sell real-time customer connection. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman, and Mark Ghermezian, the company rebranded to Braze in 2017 to reflect its shift from a mobile-first tool to a full-fledged customer engagement platform (CEP).

Their product is a cloud-based Software-as-a-Service (SaaS) solution that lets brands talk to their customers personally across channels-think push notifications, email, in-app messages, and more. It is a single platform for data ingestion, segmentation, and predictive analytics. The company's focus is on helping clients build direct, lasting relationships. That is a clear value proposition in a fragmented digital world.

For the full fiscal year 2025, which ended January 31, 2025, Braze delivered total revenue of $593.41 million, demonstrating the scale of its subscription model. [cite: 14 in step 1]

Q2 Fiscal Year 2026 Financial Performance: Growth and Profitability

The latest numbers, from the second quarter of Fiscal Year 2026 (Q2 FY2026) reported in September 2025, show continued strong execution. The company posted quarterly revenue of $180.1 million, a jump of 23.8% year-over-year, which beat analyst expectations. [cite: 1, 3, 5 in step 1] This is what you call a healthy beat, defintely showing momentum.

The backbone of their business, subscription revenue, climbed to $171.8 million, marking a 22.7% year-over-year increase and highlighting the stickiness of their core platform. [cite: 5, 6 in step 1] More importantly, Braze achieved non-GAAP operating income of $6.0 million in Q2 FY2026, a key sign of improving operational leverage as they scale. [cite: 3, 2 in step 1] Here's the quick math on customer expansion:

• Total Customers: 2,422 [cite: 1, 3, 5 in step 1]
• Customers with $500k+ Annual Recurring Revenue (ARR): 282 [cite: 3, 2 in step 1]
• Growth in Large Customers: 27% year-over-year [cite: 3, 2 in step 1]

This growth in high-value enterprise accounts is critical, even as the dollar-based net retention rate (DBNRR) for all customers sits at 108%. [cite: 1, 5 in step 1] Management is guiding for full-year FY2026 revenue between $717.0 million and $720.0 million, a clear signal of confidence in their near-term pipeline. [cite: 6 in step 1]

Braze's Position as an Industry Leader

Braze is not just a participant; it is a recognized leader in the customer engagement space. The company was named a Leader in the 2025 Gartner Magic Quadrant for Multichannel Marketing Hubs for the third consecutive year, which is a powerful validation in the enterprise software world. [cite: 14 in step 1]

Their differentiation comes from a mobile-centric, AI-driven platform that enables hyper-personalized, real-time orchestration, setting them apart from legacy players like Salesforce Marketing Cloud and Adobe Experience Cloud. [cite: 6 in step 1] The acquisition and integration of AI decisioning company OfferFit further cements their commitment to advanced, data-driven customer journeys.

To really understand how this market leadership translates into shareholder value, you need to look at who is betting on the stock. Exploring Braze, Inc. (BRZE) Investor Profile: Who's Buying and Why?

Braze, Inc. (BRZE) Mission Statement

The mission statement is the anchor for any company's long-term strategy, and for Braze, Inc., it's a clear directive: to forge human connections between consumers and the brands they love through relevant and memorable experiences. This isn't just marketing fluff; it's a strategic roadmap for a customer engagement platform in a world saturated with digital noise. It guides the company's product roadmap, like the focus on agentic Artificial Intelligence (AI) and real-time data processing, which are critical for delivering those 'memorable experiences.'

The significance of this mission is evident in the company's fiscal year 2025 performance. Braze reported total revenue in the range of $588 million to $589 million for the full fiscal year 2025, representing a strong year-over-year growth rate of approximately 26%. This growth confirms that brands are willing to pay a premium for a platform that helps them move beyond simple mass messaging to genuine, human-centric engagement. The mission is directly translating into financial results.

Component 1: Forging Human Connections

This component is about making digital interactions feel personal, not transactional. You know the difference between a generic email blast and a perfectly timed message that actually helps you. Braze's platform is built to eliminate that generic noise by enabling brands to listen to customer signals-what they call 'digital body language'-and respond in a way that feels authentic.

The proof is in the scale. The platform processed over 3.9 Trillion messaging and other Canvas actions in calendar year 2024, demonstrating the immense volume of personalized interactions it facilitates. Plus, the company's total customer count grew to 2,296 as of January 31, 2025. That kind of scale requires a defintely stable, real-time data infrastructure. When you prioritize connection, you build lasting relationships, and that shows up in the dollar-based net retention rate, which was a healthy 108% for the trailing 12 months ended July 31, 2025. A high retention rate tells you customers are getting real value and sticking around.

Component 2: Delivering Relevant and Memorable Experiences

Relevance and memorability are the quality control checks on the mission. A message is relevant if it uses the right data; it's memorable if it's delivered at the perfect moment on the right channel. Braze achieves this by enabling cross-channel orchestration-managing customer journeys across email, in-app messages, and push notifications from a single platform. They call this the 'craft of customer engagement.'

Here's the quick math on product quality: Braze's non-GAAP gross margin was 70.5% in the third quarter of fiscal year 2025. This high margin suggests a highly efficient, scalable software platform capable of handling massive loads-like the 7.4 Billion Monthly Active Users it supported as of July 31, 2025. To be fair, maintaining this margin while investing heavily in new features is a tough balancing act, but it reflects the underlying product strength. The focus is on tools that let marketers:

• Orchestrate multi-step customer journeys.
• Use predictive analytics to identify churn risk.
• Apply AI to optimize campaign timing and content.

Component 3: Empowering Brands with Real-Time Data and AI

The technology is the engine that makes the mission possible. You can't deliver real-time relevance without a real-time data platform. Braze's commitment here is to give marketers the tools to act on first-party data immediately, translating data points into actionable insights for personalized messaging. This is why the company is making major strategic moves in AI.

A key action in fiscal year 2025 was the agreement to acquire OfferFit, Inc., an AI decisioning company. This acquisition strengthens Braze's ability to offer agentic AI-AI that can autonomously make decisions on things like the best channel or offer for a customer-directly within the platform. This move helps brands like the 247 customers with Annual Recurring Revenue (ARR) of $500,000 or more as of January 31, 2025, to maximize the return on their engagement investment. They are moving the marketer from a campaign manager to a strategic conductor, responsible for driving business goals. You can read more about the company's foundational approach to this in Braze, Inc. (BRZE): History, Ownership, Mission, How It Works & Makes Money.

Braze, Inc. (BRZE) Vision Statement

You're looking for the clear strategic North Star that guides Braze, Inc. (BRZE), a company that's been a leader in the customer engagement platform (CEP) space. The direct takeaway is this: while Braze doesn't publish a single, formal Vision Statement, their strategic direction is crystallized in their mission to 'humanize experiences' and their powerful tagline, Be Absolutely Engaging™, which is their operating vision for the entire industry.

This vision is backed by real financial momentum, showing they are executing on this strategy. For the full fiscal year 2026 (which includes most of calendar 2025), Braze is guiding for total revenue between $717 million and $720 million, a clear signal of continued market capture. That's a strong number, and it tells you their vision is resonating with brands willing to invest heavily in personalized customer experiences.

Be Absolutely Engaging™: The New Standard in Customer Engagement

The core of Braze's vision is to set 'the new standard in customer engagement,' moving beyond simple mass messaging to truly personalized, real-time, cross-channel interactions. It's not just about sending an email; it's about making every touchpoint feel human and relevant. This focus is directly tied to their success in landing and expanding high-value clients.

Here's the quick math on their high-value customer base: as of the end of the second quarter of fiscal year 2026 (July 31, 2025), Braze had a total of 2,422 customers, but the real story is the enterprise segment. They grew their customers with Annual Recurring Revenue (ARR) of $500,000 or more to 282, which now represent a significant 62% of the total ARR. That's where the value is unlocked. This shows that the 'Absolutely Engaging' vision is a huge driver of enterprise-level contracts, where brands are paying big money for a platform that works.

• Drive real-time, personalized experiences.
• Consolidate cross-channel marketing efforts.
• Focus on high-value, enterprise customer growth.

Forging Human Connections: The Mission's Financial Reality

Braze's mission is to 'forge human connections between consumers and the brands they love through relevant and memorable experiences.' This is the 'why' behind the vision. If a brand can connect with a customer on a human level, it drives loyalty, which in turn drives the Net Revenue Retention Rate (NRR)-a key metric for any software-as-a-service (SaaS) company. While the NRR saw a slight dip, the fact that subscription revenue for fiscal year 2025 hit $570.3 million shows that their core offering is sticky and highly valued by their customers.

To be fair, the competitive landscape is intense, with giants like Salesforce and Adobe always pushing. Still, Braze's ability to maintain a strong growth trajectory-with Q2 FY2026 revenue at $180.1 million, up 23.8% year-over-year-validates that their human-centric platform approach is a powerful differentiator. It's a testament to the fact that marketers need tools that simplify complexity, not add to it. For a deeper dive into the numbers, check out Breaking Down Braze, Inc. (BRZE) Financial Health: Key Insights for Investors.

Shape the Future: AI and the Shift to Profitability

One of Braze's core values is 'Shape the Future,' and you can see this in their strategic moves in 2025, particularly around artificial intelligence (AI) and the push toward sustainable profitability. The acquisition of OfferFit, an AI decisioning company, is a concrete example of this value in action. This move is designed to integrate advanced AI capabilities, helping brands make real-time, optimized marketing decisions. This is how they plan to defintely stay ahead of the curve.

This strategic investment is part of a broader shift. Braze is moving from a 'growth-at-all-costs' model to one focused on operational leverage. We saw this transition clearly in the first quarter of fiscal year 2026 (ended April 30, 2025), where the company reported a non-GAAP net income of $7.3 million. The full-year guidance for non-GAAP net income is even more telling, projecting between $45.5 million and $46.5 million. This signals that their vision isn't just about high-minded ideals; it's about building a financially sound, enduring business that can weather any near-term economic risks.

The Core Values as an Operating Model

The rest of the Core Values act as the cultural engine that supports the mission and vision, creating a framework for decision-making across the company's 1,699 employees (as of January 31, 2025). They are not just words on a wall; they are clear actions:

• Take Your Seat at the Table: Encourages proactive ownership.
• Don't Ignore Smoke: Promotes candid, early communication of risks.
• Embrace Curiosity: Drives the innovation that leads to new BrazeAI™ products.
• Seek the Truth: Focuses on data-driven, honest assessment.
• Be a Human: Reinforces the mission's core principle internally.

These values, especially 'Don't Ignore Smoke,' are critical in a competitive market where a material weakness in internal control over financial reporting was flagged in their Q1 2026 10-Q filing. It shows the company is aware of its limits and is actively working to address them while simultaneously driving aggressive growth.

Your next step should be to analyze how the integration of OfferFit's AI is impacting the large customer ARR growth in the next quarterly report. That will be the key metric to watch for validation of their 'Shape the Future' strategy.

Braze, Inc. (BRZE) Core Values

You're looking past the Q4 earnings report and want to know what truly drives Braze, Inc.'s growth-the culture behind the $593.41 million in fiscal year 2025 revenue. The core values aren't just posters on a wall; they are the operating principles that map directly to their investment strategy and product development. For a deep dive into the company's financial mechanics, you can check out Braze, Inc. (BRZE): History, Ownership, Mission, How It Works & Makes Money.

Honestly, understanding these six values is key to judging their long-term moat (competitive advantage). They guide everything from their $325 million AI acquisition to how they empower employees.

Take Your Seat at the Table

This value is about radical inclusion and empowerment, ensuring every employee's unique perspective is heard and acted upon. It's a simple idea: if you're in the room, you have a responsibility to contribute. For a company that grew its revenue by 25.78% in FY'25, maintaining this flat, participatory structure is defintely critical for scaling.

Here's the quick math on how they walk the talk:

• Employee-Directed Giving: In fiscal year 2025, 86% of all grants distributed through the Braze for Social Impact Fund were directed by employees.
• Community Investment: This employee-led initiative is part of a larger effort that has surpassed $2.9 million in total community investments since 2022.
• Global Perspective: With over 1,600 employees across 15 offices on five continents, the company actively seeks diverse viewpoints to inform its customer engagement platform.

Empowering employees to direct capital is a powerful signal of trust.

Shape the Future

For a technology company, this value is a mandate for relentless innovation, specifically in the AI (Artificial Intelligence) space. It means not just reacting to market trends, but actively building the next generation of customer engagement tools. You can't become a leader in the Gartner Magic Quadrant for Multichannel Marketing Hubs without this mindset.

The most concrete example in FY'25 was the definitive agreement in March 2025 to acquire OfferFit, a modern AI decisioning company, for $325 million in cash and stock.

• Strategic Acquisition: This significant investment immediately accelerates their agentic AI innovation, integrating reinforcement learning to recommend individualized customer journeys.
• Product Advancement: Continued investment in AI and machine learning drove product advancements, helping to secure a non-GAAP net income per share of $0.17 for the fiscal year ended January 31, 2025.
• Scale: The platform supports over 7.2 billion monthly active users as of January 2025, proving their ability to build future-proof technology at massive scale.

Embrace Curiosity & Seek the Truth

I group these two because they are fundamentally about learning, transparency, and data-driven decision-making. Embracing curiosity means constantly asking why and what if, while seeking the truth demands that you trust the data, even when it's inconvenient. This is the bedrock of their platform, which processes trillions of data points.

Their commitment to truth extends to their governance and operational transparency:

• Data Compliance: Braze maintained its ISO 27001 certification, SOC 2 Type 2 compliance, and HIPAA compliance for the fifth consecutive year in FY'25. This shows a deep commitment to the truth about how they handle customer data.
• Customer Insights: The company uses its own platform to help its 247 customers with annual recurring revenue (ARR) of $500,000 or more to better understand customer behavior.
• Transparency: They publish annual Environmental, Social, and Governance (ESG) reports, which is a clear action of seeking and sharing the truth about their impact beyond the balance sheet.

Be a Human

This value is the empathetic core of the company, encouraging kindness, respect, and a focus on genuine human connection-both internally and in the customer experiences their platform enables. It's about remembering that behind every data point is a person.

This value manifests in two key areas:

• Social Impact: They expanded customer impact initiatives like the Tech for an Equitable Future product grant program, providing their platform and mentorship to founders working on social change.
• Workplace Culture: Recognition as a 2024 U.S. News & World Report Best Companies to Work For and a 2024 Fortune Best Workplace for Women™ by Great Place to Work® confirms a focus on a supportive, human-first internal environment.

Don't Ignore Smoke

This is the risk-aware, proactive value. It means addressing potential problems-the 'smoke'-before they become a raging fire. It's a call for vigilance in everything from product security to internal processes.

• Proactive Governance: The consistent maintenance of top-tier security and compliance certifications (ISO 27001, SOC 2 Type 2, HIPAA) is a direct application of this value, mitigating data breach and privacy risks.
• Climate Action: Near-term emissions reduction targets were approved by the Science Based Targets Initiative (SBTi) in FY'25, which is a proactive step to address the long-term risk of climate change.
• Renewable Energy: They entered a Virtual Power Purchase Agreement (VPPA) to support five new solar facilities, expected to avoid approximately 3,800 metric tons of CO₂ emissions over five years.