Braze, Inc.
BRZE
Jodie situation report
Braze, Inc.'s move is spreading beyond its market group.
BRZE accounts for 4.8% of the group's measured movement across 8.3 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
CRM, DOCU, BOX moved materially before BRZE. BRZE crossed its material path threshold at 15:25 ET.
- Revenue increased 30.2% versus the comparable filing period.
- Cash declined 86.2M versus the comparable period.
16 of 30 members in Construction Management Software are active. 1 of 8 disclosed connections are confirming.
- At least 20 of 30 durable members become active together.
- Capital-flow agreement rises above 55%.
- FIVN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 10 of 30 members or fewer.
Who this business touches
The relationships behind BRZE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.supplierMar 25, 2026 ▾
“These systems include data storage partners such as Microsoft Azure, Amazon Web Services, and Google Cloud; Customer data platforms such as Segment, mParticle and Tealium; and analytics providers such as Amplitude and Mixpanel.”
MSFTMicrosoft CorporationsupplierMar 25, 2026 ▾
“These systems include data storage partners such as Microsoft Azure, Amazon Web Services, and Google Cloud; Customer data platforms such as Segment, mParticle and Tealium; and analytics providers such as Amplitude and Mixpanel.”
Depended on by
KVYOKlaviyo, Inc.competitorMay 5, 2026 ▾
“Our main competitors are: • Marketing solution providers, such as Mailchimp and Braze; • Large, consolidated marketing automation software providers, such as Adobe and Salesforce; and • Data-focused vendors, such as providers of cloud data warehouses or opera…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BRZE is currently a Participant in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.