Last 7 days
-3.9%
Last 30 days
14.9%
Last 90 days
10.1%
Trailing 12 Months
103.9%
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 355.4M | 379.7M | 408.7M | 439.5M |
2022 | 238.0M | 267.7M | 298.0M | 327.2M |
2021 | 150.2M | 168.0M | 185.9M | 210.5M |
2020 | 96.4M | 109.8M | 123.3M | 136.7M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Dec 01, 2023 | winkles isabelle | sold | -257,055 | 56.2114 | -4,573 | chief financial officer |
Nov 20, 2023 | hyman jonathan | sold | -308,050 | 50.5 | -6,100 | chief technology officer |
Nov 20, 2023 | wiseman susan | sold | -125,268 | 50.9013 | -2,461 | general counsel |
Nov 20, 2023 | kleeger myles | sold | -321,939 | 50.9075 | -6,324 | pres & cco |
Nov 20, 2023 | hyman jonathan | acquired | - | - | 6,100 | chief technology officer |
Nov 17, 2023 | hyman jonathan | sold | -1,927,430 | 49.9489 | -38,588 | chief technology officer |
Nov 17, 2023 | hyman jonathan | acquired | - | - | 38,588 | chief technology officer |
Nov 16, 2023 | wiseman susan | sold | -129,251 | 48.21 | -2,681 | general counsel |
Nov 16, 2023 | kleeger myles | sold | -331,926 | 48.21 | -6,885 | pres & cco |
Nov 16, 2023 | hyman jonathan | sold | -173,267 | 48.21 | -3,594 | chief technology officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Dec 06, 2023 | CITIGROUP INC | reduced | -62.81 | -493,991 | 325,101 | -% |
Nov 24, 2023 | DEUTSCHE BANK AG\ | reduced | -98.73 | -93,774,300 | 1,287,320 | -% |
Nov 22, 2023 | Graham Capital Management, L.P. | new | - | 366,503 | 366,503 | 0.01% |
Nov 22, 2023 | Polar Capital Holdings Plc | added | 27.83 | 4,260,670 | 15,960,300 | 0.12% |
Nov 21, 2023 | Walleye Trading LLC | added | 77.38 | 469,065 | 994,414 | -% |
Nov 21, 2023 | Walleye Capital LLC | added | 146 | 1,827,240 | 2,948,570 | 0.01% |
Nov 21, 2023 | COMERICA BANK | new | - | 9,206 | 9,206 | -% |
Nov 17, 2023 | Diversified Trust Co | new | - | 571,554 | 571,554 | 0.02% |
Nov 16, 2023 | Creative Planning | reduced | -25.24 | -255,615 | 1,008,340 | -% |
Nov 15, 2023 | Spouting Rock Asset Management, LLC | reduced | -0.4 | 17,101 | 289,212 | 0.09% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jun 15, 2023 | arena holdings management llc | 1.4% | 784,929 | SC 13G/A | |
Feb 14, 2023 | iconiq strategic partners iii, l.p. | 9.3% | 5,517,290 | SC 13G/A | |
Feb 14, 2023 | mcg7 capital inc. | 13.23% | 8,634,408 | SC 13G/A | |
Feb 14, 2023 | kleeger myles | 3.0% | 1,908,609 | SC 13G/A | |
Feb 14, 2023 | hyman jonathan | 3.3% | 2,088,861 | SC 13G/A | |
Feb 14, 2023 | magnuson william | 6.9% | 4,485,204 | SC 13G/A | |
Feb 14, 2023 | price t rowe associates inc /md/ | 0.9% | 536,761 | SC 13G/A | |
Feb 14, 2023 | battery ventures xi-a, l.p. | 8.6% | 5,987,707 | SC 13G/A | |
Feb 14, 2023 | meritech capital partners v l.p. | 1.9% | 1,075,916 | SC 13G/A | |
Feb 14, 2023 | alliancebernstein l.p. | 3.4% | 1,928,822 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Dec 07, 2023 | 10-Q | Quarterly Report | |
Dec 06, 2023 | 8-K | Current Report | |
Dec 05, 2023 | 4 | Insider Trading | |
Dec 01, 2023 | 144 | Notice of Insider Sale Intent | |
Nov 22, 2023 | 4 | Insider Trading | |
Nov 22, 2023 | 4 | Insider Trading | |
Nov 20, 2023 | 4 | Insider Trading | |
Nov 20, 2023 | 4 | Insider Trading | |
Nov 20, 2023 | 4 | Insider Trading | |
Nov 20, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 244.5B | 34.0B | 18.57% | 92.68% | 94.31 | 7.2 | 12.08% | 832.37% |
UBER | 126.8B | 36.0B | 24.71% | 133.38% | 120.32 | 3.53 | 23.77% | 111.91% |
ADSK | 47.9B | 5.3B | 8.25% | 13.92% | 52.28 | 8.97 | 9.15% | 48.14% |
ANSS | 24.9B | 2.2B | 0.09% | 17.28% | 51.49 | 11.53 | 6.50% | 3.13% |
ZM | 21.9B | 4.5B | 18.20% | 1.00% | 93.18 | 4.86 | 3.50% | -66.41% |
MID-CAP | ||||||||
APPF | 6.5B | 572.7M | -9.35% | 65.72% | -138.18 | 11.4 | 29.15% | 4.99% |
LYFT | 5.0B | 4.4B | 23.23% | 24.15% | -5.59 | 1.16 | 11.93% | 29.50% |
AI | 3.3B | 284.7M | 4.63% | 118.99% | -12.46 | 11.48 | 5.51% | -9.92% |
AYX | 3.1B | 920.0M | 18.89% | -5.46% | -10.55 | 3.33 | 26.29% | 10.26% |
ALRM | 2.8B | 863.6M | 9.54% | 15.11% | 43.27 | 3.29 | 4.08% | 56.97% |
AGYS | 2.1B | 217.5M | -2.44% | 33.28% | 151.7 | 9.81 | 19.98% | 38.67% |
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 0.67% | 10.41% | 92.02 | 2.88 | -1.65% | -71.35% |
APPS | 622.7M | 592.1M | 20.78% | -62.37% | -3.47 | 1.05 | -22.55% | -433.99% |
ASUR | 193.3M | 122.1M | -6.38% | -5.47% | -28.91 | 1.58 | 39.32% | 62.24% |
AEYE | 50.0M | 31.2M | -6.44% | -9.38% | -6.88 | 1.6 | 8.78% | 46.25% |
Income Statement (Quarterly) | (In Thousands) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 |
Revenue | 7.7% | 123,956,000 | 115,107,000 | 101,780,000 | 98,675,000 | 93,125,000 | 86,131,000 | 77,495,000 | 70,434,000 | 63,968,000 | 55,756,000 | 47,877,000 | 42,930,000 | 39,332,000 | - | - | - |
Cost Of Revenue | 2.5% | 36,374,000 | 35,474,000 | 32,687,000 | 33,425,000 | 29,135,000 | 27,352,000 | 25,906,000 | 24,775,000 | 19,174,000 | 18,755,000 | 15,807,000 | 15,279,000 | 14,431,000 | - | - | - |
Gross Profit | 10.0% | 87,582,000 | 79,633,000 | 69,093,000 | 65,250,000 | 63,990,000 | 58,779,000 | 51,589,000 | 45,659,000 | 44,794,000 | 37,001,000 | 32,070,000 | 27,651,000 | 24,901,000 | - | - | - |
Operating Expenses | 6.7% | 122,715,000 | 115,002,000 | 110,990,000 | 101,770,000 | 100,854,000 | 93,886,000 | 91,238,000 | 88,247,000 | 55,242,000 | 49,151,000 | 45,095,000 | 38,169,000 | 33,689,000 | - | - | - |
S&GA Expenses | 9.9% | 66,395,000 | 60,417,000 | 57,262,000 | 52,792,000 | 52,841,000 | 50,007,000 | 46,044,000 | 45,726,000 | 29,568,000 | 27,492,000 | 24,351,000 | 20,463,000 | 19,137,000 | - | - | - |
R&D Expenses | 2.5% | 29,872,000 | 29,132,000 | 29,745,000 | 26,754,000 | 25,583,000 | 23,336,000 | 21,620,000 | 22,904,000 | 12,738,000 | 11,595,000 | 11,797,000 | 9,043,000 | 7,410,000 | - | - | - |
EBITDA Margin | 9.5% | -0.30 | -0.34 | - | -0.38 | -0.45 | -0.41 | -0.38 | -0.32 | -0.21 | -0.23 | - | -0.21 | -0.21 | - | - | - |
Income Taxes | -26.6% | 400,000 | 545,000 | 400,000 | 942,500 | -391,000 | - | 14,000 | 1,093,000 | -1,600,000 | 166,000 | 200,000 | 196,000 | 118,000 | - | - | - |
Earnings Before Taxes | 2.9% | -30,591,000 | -31,504,000 | -38,438,000 | -32,883,000 | -34,283,000 | -33,378,000 | -39,619,000 | -42,226,000 | -10,666,000 | -12,447,000 | -12,993,000 | -10,556,000 | -8,704,000 | - | - | - |
EBT Margin | 9.5% | -0.30 | -0.34 | - | -0.39 | -0.46 | -0.42 | -0.39 | -0.33 | -0.22 | -0.24 | - | -0.22 | -0.22 | - | - | - |
Net Income | 3.0% | -30,741,000 | -31,694,000 | -38,454,000 | -33,451,000 | -33,360,000 | -32,886,000 | -39,269,000 | -42,935,000 | -8,722,000 | -12,228,000 | -12,834,000 | -10,544,000 | -8,813,000 | - | - | - |
Net Income Margin | 8.8% | -0.31 | -0.34 | - | -0.39 | -0.45 | -0.42 | -0.39 | -0.32 | -0.21 | -0.24 | - | -0.22 | -0.22 | - | - | - |
Free Cashflow | 72.0% | -5,015,000 | -17,904,000 | - | -1,369,000 | -28,142,000 | -24,205,000 | 15,961,000 | -25,730,000 | -2,809,000 | -5,064,000 | - | -2,716,666 | -2,716,666 | - | - | - |
Balance Sheet | (In Millions) | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 |
Assets | 5.0% | 769 | 732 | 721 | 705 | 677 | 702 | 716 | 666 | 184 | 180 | 176 | 171 |
Current Assets | -1.3% | 567 | 574 | 598 | 583 | 556 | 581 | 599 | 608 | 131 | - | - | 134 |
Cash Equivalents | -16.7% | 64.00 | 77.00 | 117 | 69.00 | 45.00 | 85.00 | 95.00 | 483 | 46.00 | 46.00 | 48.00 | 33.00 |
Net PPE | 10.5% | 23.00 | 21.00 | 20.00 | 20.00 | 20.00 | 16.00 | 9.00 | 7.00 | 6.00 | - | - | 5.00 |
Goodwill | 0.2% | 28.00 | 28.00 | - | - | - | - | - | - | - | - | - | - |
Liabilities | 13.4% | 330 | 291 | 285 | 259 | 223 | 229 | 229 | 161 | 125 | 118 | 111 | 103 |
Current Liabilities | -0.1% | 248 | 248 | 245 | 217 | 182 | 184 | 181 | 160 | 122 | - | - | 101 |
Shareholder's Equity | -0.5% | 438 | 440 | 435 | 445 | 452 | 471 | 485 | 502 | - | - | - | - |
Retained Earnings | -7.2% | -454 | -424 | -392 | -353 | -320 | -287 | -254 | -214 | -172 | - | - | -138 |
Additional Paid-In Capital | 3.2% | 898 | 870 | 833 | 806 | 783 | 761 | 741 | 717 | 54.00 | - | - | 30.00 |
Shares Outstanding | -100.0% | - | 97.00 | 96.00 | 95.00 | 94.00 | 94.00 | 93.00 | 35.00 | 20.00 | 20.00 | 20.00 | 18.00 |
Cashflow (Quarterly) | (In Thousands) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 |
Cashflow From Operations | 88.6% | -2,003 | -17,517 | 22,549 | 12.00 | -23,920 | -16,321 | 17,921 | -24,530 | -2,454 | -4,607 | -3,807 | 20.00 | - | - | - | - |
Share Based Compensation | -3.5% | 23,959 | 24,823 | 24,179 | 18,849 | 19,141 | 17,282 | 16,971 | 29,144 | 5,430 | 5,650 | 6,956 | 2,538 | - | - | - | - |
Cashflow From Investing | 42.4% | -15,991 | -27,785 | 24,297 | 18,023 | -12,743 | 4,004 | -407,803 | -1,749 | 904 | 1,732 | 17,153 | 2,828 | - | - | - | - |
Cashflow From Financing | -67.3% | 1,673 | 5,122 | 2,211 | 4,119 | 1,802 | 2,781 | 2,630 | 463,306 | 2,020 | 619 | 1,965 | -234 | - | - | - | - |
Condensed Consolidated Statements of Operations (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Oct. 31, 2023 | Oct. 31, 2022 | Oct. 31, 2023 | Oct. 31, 2022 | |
Income Statement [Abstract] | ||||
Revenue from Contract with Customer, Excluding Assessed Tax | $ 123,956 | $ 93,125 | $ 340,843 | $ 256,751 |
Cost of Revenue | 36,374 | 29,135 | 104,535 | 82,393 |
Gross Profit, Total | 87,582 | 63,990 | 236,308 | 174,358 |
Operating Expenses [Abstract] | ||||
Selling and Marketing Expense | 66,395 | 52,841 | 184,074 | 148,892 |
Research and Development Expense | 29,872 | 25,583 | 88,749 | 70,539 |
General and Administrative Expense | 26,448 | 22,430 | 75,884 | 66,547 |
Operating Expenses, Total | 122,715 | 100,854 | 348,707 | 285,978 |
Operating Income (Loss), Total | (35,133) | (36,864) | (112,399) | (111,620) |
Other Nonoperating Income (Expense) | 4,542 | 2,581 | 11,866 | 4,340 |
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest, Total | (30,591) | (34,283) | (100,533) | (107,280) |
Income Tax Expense (Benefit) | 385 | (391) | 1,318 | (342) |
Net Income (Loss), Including Portion Attributable to Noncontrolling Interest, Total | (30,976) | (33,892) | (101,851) | (106,938) |
Net Income (Loss) Attributable to Redeemable Noncontrolling Interest | (235) | (532) | (962) | (1,423) |
Net Income (Loss) Attributable to Parent, Total | $ (30,741) | $ (33,360) | $ (100,889) | $ (105,515) |
Earnings Per Share | ||||
Net loss per share attributable to Braze, Inc. common stockholders, basic (in dollars per share) | $ (0.31) | $ (0.35) | $ (1.03) | $ (1.12) |
Net loss per share attributable to Braze, Inc. common stockholders, diluted (in dollars per share) | $ (0.31) | $ (0.35) | $ (1.03) | $ (1.12) |
Weighted-Average Shares Outstanding | ||||
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, basic (in shares) | 97,880 | 94,469 | 97,615 | 94,168 |
Weighted-average shares used to compute net loss per share attributable to Braze, Inc. common stockholders, diluted (in shares) | 97,880 | 94,469 | 97,615 | 94,168 |
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Thousands | Oct. 31, 2023 | Jan. 31, 2023 |
---|---|---|
CURRENT ASSETS: | ||
Cash and cash equivalents | $ 60,470 | $ 68,587 |
Restricted cash, current | 3,373 | 0 |
Accounts receivable, net of allowance of $2,804 and $1,613 at October 31, 2023 and January 31, 2023, respectively | 71,332 | 78,338 |
Marketable securities | 407,500 | 410,083 |
Prepaid expenses and other current assets | 24,077 | 26,163 |
Total current assets | 566,752 | 583,171 |
Restricted cash, noncurrent | 530 | 4,036 |
Property and equipment, net | 22,853 | 20,339 |
Operating lease right-of-use assets | 84,179 | 46,261 |
Deferred contract costs | 59,251 | 48,451 |
Goodwill | 28,112 | 0 |
Intangible assets, net | 3,907 | 500 |
Other assets | 3,331 | 2,648 |
TOTAL ASSETS | 768,915 | 705,406 |
CURRENT LIABILITIES: | ||
Accounts payable | 5,947 | 3,101 |
Accrued expenses and other current liabilities | 49,758 | 37,415 |
Deferred revenue | 178,564 | 166,092 |
Operating lease liabilities, current | 14,070 | 10,695 |
Total current liabilities | 248,339 | 217,303 |
Operating lease liabilities, noncurrent | 76,967 | 40,590 |
Other long-term liabilities | 4,878 | 755 |
TOTAL LIABILITIES | 330,184 | 258,648 |
COMMITMENTS AND CONTINGENCIES (Note 13) | ||
Redeemable non-controlling interest (Note 4) | 493 | 1,455 |
STOCKHOLDERS’ EQUITY | ||
Additional paid-in capital | 898,229 | 806,044 |
Accumulated other comprehensive loss | (5,185) | (6,824) |
Accumulated deficit | (454,816) | (353,927) |
TOTAL STOCKHOLDERS’ EQUITY | 438,238 | 445,303 |
TOTAL LIABILITIES, REDEEMABLE NON-CONTROLLING INTEREST, AND STOCKHOLDERS’ EQUITY | 768,915 | 705,406 |
Class A common stock | ||
STOCKHOLDERS’ EQUITY | ||
Common stock | 7 | 6 |
Class B common stock | ||
STOCKHOLDERS’ EQUITY | ||
Common stock | $ 3 | $ 4 |
 CEO | Mr. William Magnuson |
---|---|
 WEBSITE | www.braze.com |
 EMPLOYEES | 1501 |