Competitive PositionManagement noted historically high competitive win rates, driven by legacy marketing cloud replacements and point solution consolidation.
Long-term Growth OpportunityBraze is well positioned to drive near-term growth through a multi-pronged AI-led strategy, including Sage AI, Project Catalyst, and OfferFit, which enable real-time personalization, autonomous journey orchestration, and reinforcement learning.
Organic GrowthBraze delivered a nice bounce-back quarter, easing fears of continued deceleration with an uptick in organic subscription growth.