Braze vs Demandbase

Made for this: How Braze is providing new ways to build, support, and extend your campaigns

New blog posts include product announcements from Forge 2026, Torchie Awards winners, and a spotlight on BrazeAI Decisioning Studio™ Go.

Braze Announces Strategic Collaboration with AWS and New AI Capabilities

Braze signs strategic collaboration agreement with AWS to advance AI-powered customer engagement, and accelerates AI innovation with new agentic AI capabilities.

10-Q Financial Filing Analysis for Braze (2026-09-09)

Braze, Inc. reported its financial results for the second quarter and six months ended July 31, 2026, demonstrating continued top-line momentum across its cloud-based customer engagement platform. Second-quarter revenue increased 26.2% year-over-year to $227.2 million, driven by balanced growth from existing customer expansion and new customer additions. Operating losses narrowed significantly to $18.1 million for the quarter compared to $38.8 million in the prior-year period, reflecting operational efficiencies and lower relative general and administrative expenses following the integration of prior acquisitions. Free cash flow for the six-month period improved to $48.5 million from $26.4 million a year earlier, supported by strong subscription collections and working capital management. Braze maintained robust net retention rates of 110% overall and 112% for customers with over $500,000 in ARR, while executing a $50.0 million accelerated share repurchase during the first half of the fiscal year.

• Q2 revenue expanded 26.2% year-over-year to $227.23 million, with six-month revenue reaching $438.23 million.
• Trailing 12-month dollar-based net retention rate reached 110% for all customers and 112% for large customers with ARR of $500,000 or more.
• Cash provided by operating activities reached $52.34 million and Non-GAAP free cash flow was $48.54 million for the six months ended July 31, 2026.

Marketo Co-founder Launches AI Marketing Automation Platform Phave

Jon Miller, co-founder of Marketo and Engagio, together with Nick Bonfiglio, formerly head of product and engineering at Marketo, has launched Phave, an AI-powered marketing automation platform for enterprise B2B organizations. After two years in stealth, Phave reached general availability in August 2026 and is now used by 10 companies. Designed to replace legacy MAPs like Marketo, Pardot, Eloqua, and HubSpot, Phave's intelligence engine, Maestro, generates personalized 'Playlists' that dynamically sequence marketing touches based on real-time data, objectives, and governance. The platform treats contacts, accounts, and buying groups as first-class objects, supports natural language configuration, and offers headless access via MCP (exposing 319 tools) and REST API. In an independent evaluation against 481 requirements, Phave scored 2.97, outperforming HubSpot (2.46) and Marketo (2.38). Early enterprise customers include SambaNova, SPS Commerce, mabl, Servion, and Hypha.

• Jon Miller and Nick Bonfiglio founded Phave, an AI-powered B2B marketing automation platform.
• Phave emerged from stealth and reached general availability in August 2026, currently serving 10 companies.
• Phave uses AI reasoning models (via Maestro) and 'Playlists' to personalize and sequence marketing actions.

Demandbase Launches Mojo, the B2B Marketing Agent that Learns from Every Campaign

Demandbase launches Mojo, a B2B marketing agent that turns briefs into live cross-channel campaigns across connected tools like Google Ads, Marketo, and Salesforce.

ChatGPT Referrals to B2B Sites Quadrupled

Demandbase’s Labs data shows ChatGPT-driven referrals to tracked B2B websites rose from about 645,000 in June 2025 to 2.6 million in June 2026 (a 303% increase), with a sharp inflection in May 2026 when volume more than doubled. The Labs dataset covers more than 11 billion visits across 1,584 platform instances, but Demandbase warns the data is proprietary and not independently verified; attribution is further complicated because many AI-influenced sessions appear later via brand searches. Growth was concentrated in OpenAI’s ChatGPT while Perplexity referrals declined and Gemini and Claude remained largely flat. Demandbase also reports rising ad spend on its platform—CTV up 112% and display up 55% year over year, with CTV’s share rising modestly—and says AI-generated referrals may become an increasingly important buyer-intent signal. Independent evidence on conversion value is mixed.

• Demandbase Labs: monthly ChatGPT-referred visits rose from ~645,000 (June 2025) to 2.6 million (June 2026), a 303% increase.
• Labs dataset covers >11 billion website visits across 1,584 platform instances; Demandbase describes it as proprietary and not independently verified, and attribution is complicated by later brand searches.
• Demandbase observed a sharp inflection in May 2026 when ChatGPT referral volume more than doubled versus prior months.