$BRZE -36% YTD. Don’t miss the next $CRM. Almost nobody is focused on the software layer that actually activates AI inside enterprises. That’s where $BRZE sits. Braze is a leading customer engagement platform built for real-time, personalized, multichannel marketing across email, push, SMS, in-app messaging, WhatsApp, and more — all powered by first-party data and increasingly AI-driven decisioning. Think of it like this: $CRM stores the customer. $BRZE activates the customer. At a ~$2.4B market cap, Braze is still being priced like a mid-tier marketing tool. But the business is behaving like a high-growth, mission-critical engagement infrastructure platform. 📝The numbers: ~$2.4B market cap ~$787M TTM revenue ~$895–899M FY27 revenue guidance ~$1.08B RPO (contracted backlog) ~93% recurring revenue ~2,713 customers globally 110% DBNR 349 customers >$500K ARR ( 35% YoY) Q1 FY2027 alone: → $211M revenue ( 30.2% YoY) → ~27% organic growth → $27M free cash flow ( 54% YoY) → Record large customer expansion And importantly: Braze has now posted four consecutive quarters of organic revenue acceleration. THIS IS HUGE. In enterprise SaaS, that usually signals something changing in the underlying demand curve. It’s designed to sit at the center of the modern enterprise stack. Key integrations span the entire data AI ecosystem: ☁️ Cloud & Data Platforms AWS, Snowflake (including Cortex AI), Databricks 📊 CDPs & Data Activation Segment, mParticle, Amplitude, Hightouch, Census, Tealium, RudderStack 📈 Analytics Layer Mixpanel, Contentsquare, Snowplow 🛒 Commerce Layer $SHOP deepened personalization commerce journeys) 🤖 AI / Content Systems Jasper, $GOOG Gemini, Bedrock-compatible LLMs, OpenAI/Anthropic integrations via agent framework 📡 Activation & Growth Tools Meta, Lob, Jampp, Remerge, referral lifecycle tooling via Braze Alloys ecosystem What this really means: Braze is becoming the “activation layer” between data warehouses, AI models, and customer-facing channels. It doesn’t replace $CRM , $SNOW , or CDPs. It connects them. This is where the narrative starts shifting from “marketing software” to “AI engagement infrastructure.” BrazeAI is not a single feature — it’s a suite of agentic systems: 🤖 BrazeAI Decisioning Studio™ → Optimizes message, timing, channel, and offer using reinforcement learning 🤖 BrazeAI Operator™ → Natural language campaign building analytics execution 🤖 BrazeAI Agent Console™ → Custom AI agents that can autonomously run customer engagement workflows 🤖 Content Optimizer MCP Server → Connects external AI tools (Claude, Bedrock, etc.) directly into Braze workflows The direction is clear: Marketers move from manually building campaigns → to supervising AI agents that run customer engagement in real time. And this is already showing up in the numbers: → 30% revenue growth → Expanding large customers ( 35% YoY >$500K ARR) → 110% retention → Rising FCF generation → Strong enterprise adoption of AI features Now zoom out to the peer group: $CRM → ~$150B market cap, slower growth, platform incumbent $HUBS → ~$10B, solid but lower growth $TWLO → ~$30B, communications layer $BRZE → ~$2.4B, growing ~30% That’s the disconnect. Braze is posting top-tier SaaS growth while trading at ~3.1x sales and ~2.6x forward sales — often below peers growing slower. This is where the asymmetry starts to matter. On top of that: → $1.08B backlog visibility → 93% recurring revenue base → Improving profitability FCF → $100M buyback authorization Management is not behaving like a company in distress. They are behaving like a company with long-term confidence in intrinsic value. Every enterprise now needs to answer the same question: How do we communicate with millions of customers in real time, across every channel, with personalization? That is exactly what Braze was built for. The market is still pricing it as a marketing SaaS vendor.

RudderStack Launches RudderAI to Help Snowflake Customers Drive Measurable Results from Their Customer Data

I've stopped logging into Amplitude and Snowflake. We just launched Lookout at @RudderStack — an AI agent that reads your source repos DBT models, so it knows why an event was instrumented, not just the count. Ask in plain English, get answers straight off your warehouse.

Introducing Lookout: AI-powered analytics and instrumentation for RudderStack. Ask questions about your data, build dashboards, generate instrumentation PRs, all through natural conversation. No SQL. No tickets. No waiting. Read the blog to see a demo → bit.ly/3Q2NiDB

Here's what's on tap for Day 3 of Snowflake Summit → Free breakfast at Club Hex thanks to @RudderStack → Hex CTO @crcolgrove joins @Snowflake, @Barclays & @dialpad to talk AI, speed & risk at 11am → Then, at 1:30pm, get a sneak peek at what's next for Hex w/ @trucklos →At 2pm @barrald & @RickyMeyers of @tryramp talk context management in the AI era →Finally, don't miss Blood, Sugar, Hex, Magic—our annual Club Hex party with good drinks, a lot of chaos and (real) tattoos Plus free ☕, co-working, and swag at Club Hex all day Register → hex.tech/club-hex/

Hello PMs👋 I'm hiring Senior Product Managers from the below companies. Anyone working here who is looking for a switch, do reach out to me - manali@clanx.ai Hevo Data Atlan ThoughtSpot Dataiku Alteryx KNIME Informatica Qlik Talend Matillion Fivetran Airbyte dbt Labs Collibra Alation Monte Carlo DataRobot H2O.ai Confluent Astronomer Starburst Denodo Sigma Computing Domo SAS TIBCO Databricks Snowflake RudderStack Segment Census Hightouch StreamSets Rivery Stitch Data Meltano Zoho Analytics CleverTap MoEngage Whatfix Gainsight Freshworks Postman Chargebee Druva BrowserStack Yellow.ai Sisense Looker Tableau MicroStrategy Pyramid Analytics GoodData Incorta Hex Omni Analytics Preset Apache Superset (commercial ecosystem) Dremio SingleStore Imply Cribl Observe Inc. Nexla Prophecy Ascend.io Reltio Precisely Ataccama DataGalaxy Immuta BigID OneTrust Data Governance Informatica Cloud Data Integration Qlik Talend Cloud Boomi SnapLogic Workato Tray.io Celigo Keboola DataOps.live Anomalo Datafold Soda Data Unravel Data Tredence Tiger Analytics Fractal Analytics LatentView Analytics Mu Sigma Gramener Quantiphi Sigmoid TigerGraph Neo4j Elastic Redis Labs Cloudera Altair Engineering (RapidMiner) Domino Data Lab C3 AI Palantir Foundry Datameer Actian Precisely Data Integrity Striim Upsolver Qubole (former) Reltio Informatica MDM Collate (OpenMetadata) Select Star Secoda CastorDoc Metaphor Data Acryl Data (DataHub) Application link: jobs.clanx.ai/o/senior-produ…

6 new enterprise integrations live this week: ✅ Braze ✅ Customer.io ✅ Iterable ✅ Marketo ✅ Permutive ✅ RudderStack Push survey responses straight into your existing email and CDP workflows.

@zerion — 39/100 19 IPs, 22 domains: mixpanel adjust branch ×2 rudderstack ×2 braze intercom ×2 (websocket messenger) refiner.io (in-app surveys) firebase ×4 crashlytics cloudflare-dns assetsconfigcdn.org, prodregistryv2.org jackpot of analytics!

This reflects a bit poorly on you no? Shouldnt you know the space pretty well and how it has evolved (E.g. census, rudderstack, etc). @tejasmanohar team have been around for a while so not an overnight success really? Not trying to be negative just highlight a blindspot.

added 362 more agents to fetchr in vast variety of fields. here's what was added: > video — loom, riverside, gling, munch, submagic > voice/audio — > lalal.ai, moises, vocal remover, voice.ai, krisp > music — > suno, stable audio, beatoven, mubert, musicfy > calendar/scheduling —> notion calendar, cal.com, clockwise, calendly, fantastical > project management —> linear, height, asana ai, clickup ai, monday.com > whiteboard/diagrams — >miro ai, figjam ai, lucidchart ai, whimsical, eraser > analytics —> mixpanel, amplitude, posthog, hotjar, heap > data pipelines —> airbyte, fivetran, dbt, segment, rudderstack > ml/ai infra —> weights & biases, mlflow, runpod, lambda labs, paperspace > data labeling —> scale ai, roboflow, label studio, v7 labs, encord > ecommerce —> shopify ai, woocommerce, nosto, yotpo, attentive > email marketing —> convertkit, klaviyo ai, iterable, customer.io, omnisend > automation/integration — >workato, mulesoft, temporal, airflow, prefect > ux research — >dovetail, maze, usertesting, marvin, notably > product management — >productboard, pendo, aha!, airfocus, craft.io > website builders — >webstudio, plasmic, mixo, carrd, tilda > wordpress tools — >elementor ai, divi ai, gravity forms, woocommerce, acf > writing tools — >ia writer, ulysses, scrivener, bear, campfire > gaming/npc ai —> inworld ai, convai, charisma ai enterprise ai — palantir, c3.ai, datarobot, ibm watson, h2o.ai > observability/monitoring —> datadog, grafana, sentry, new relic, honeycomb lets gooooo

Open source alternatives to popular SaaS tools developers pay for: Notion → Outline
Airtable → NocoDB
Firebase → Supabase
Postman → Hoppscotch
Zapier → n8n
Heroku → Coolify
Vercel → Coolify
DocuSign → Documenso
Intercom → Chatwoot
Google Analytics → Umami
Segment → RudderStack
Auth0 → Keycloak
Sentry → GlitchTip
Mailchimp → Listmonk
Algolia → Meilisearch
ngrok → Mole All free.
All open source. Links below 👇

Possible VC investment thesis: just invest in all the startups listed on @Lovable's trust center page? @modal @whitecircle @usebraintrust @supabase @browserbase @deeptraceai @RudderStack @vercel @_hex_tech @ClickHouseDB @posthog

6.7 Trillion Events! 🤯 Rohit BCS from @RudderStack shares **Hard-won lessons after processing events through Postgres queues.** Streaming with Postgres! #PostgreSQL #Streaming #HighThroughput

Yes! Here's a video of the Rudderstack team walking through how they use Linear for marketing: youtube.com/watch?v=Z0hQWaBL…

If I could teach an early stage B2B SaaS founder a single framework it would be the "core user funnel". Here are just some of the reasons I'm a big fan of the core funnel framework: 1. It simplifies things There are so many data points, KPIs and metrics I can focus on as a SaaS founder. It's overwhelming. The core funnel simplifies things down to a single set of metrics which can be easily tracked and used to drive action. 2. It can help a business understand if it has product-market fit The core funnel's metrics can act as a proxy for product-market fit. For example, if the SaaS has a high conversion from "Wow moment" to paid, there is a good chance the value it provides the market is strong. If the majority of those paying subscribers stick around for multiple months, we can confidently say that the app has strong product-market fit. 3. Tracking the core funnel can be done very cheaply The tech stack needed to track and report on the core funnel can be either free (if you use tools such as Rudderstack, Mixpanel and Google Data Studio), or very cheap (Segment, BigQuery, Tableau, etc). Most early stage SaaS don't have a big data infra budget, especially if the SaaS is pre-Series A. 4. Time to implement is quick A SaaS can go from having zero product reporting to semi-automated core funnel reporting in less than a month. Implementing event tracking takes 1 - 3 weeks (depending mostly on R&D) for most SaaS and the rest of the steps to build out a core funnel report can be done manually in about 2 hours. Building a fully automated core funnel dashboard is more complicated and would require setting up more infrastructure and working with a data specialist. Check out the video below for more details on the core funnel. youtube.com/watch?v=CERi6t9R…

How we aggregate and analyse data doesn't make sense... 1. Expensive aggregator (segment, rudderstack) which just streams data 2. Data is sent to even more expensive CRM and product analytics tools (mixpanel, Braze). Time to build, watch this space 🚀

The number of things I worked with:- Flutter Swift Node Express MongoDB Firebase (Almost every service) Cloud Messaging Appwrite Dart Javascript C Mixpanel PostHog Rudderstack Clarity Superwall Razorpay SDK Revenuecat Paytm SDK Deployments (iOS/Android) Word limit reached 🥲

New & not new details of Cyber Spoofing, Jamming,Anomaly,Faults,Bug,Hack or Magic App: Anthropic / Claude Netflix ShareFiles 1Password Rudderstack Telegram YouTube #Jammer #Jamming #Spoofer #Spoofing #EW #ElectronicWarfare

Angular 17 e 19 SPA Tailwind, Angular 18 SSR tailwind, NextJS 15 Shadcn Tailwind (testando) e Webflow Captura de eventos: Rudderstack e lá dentro distribuo para quais ferramentas esses eventos devem ir