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Braze's 3Q Guidance, AI Fears Seen Overshadowing 2Q Results — Market Talk

Braze reported good 2Q numbers, but the company's 3Q guidance and decelerating backlog growth disappointed, Oppenheimer analysts write in a note. "Additionally, outsized growth in services revenue in FY27, combined with fears that AI spending will crowd out 2H software spending, raise concerns on s…

BRZE

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