Salesforce Buys Braze: Completing the Agent Stack
Salesforce announced a definitive agreement to acquire customer-engagement platform Braze for ~$5.66B in cash ($47.50/share, a ~58% premium), its fourth deal in 22 days after Listen Labs and Loops, stacked on last year's Informatica close. Alex and Jordan break down the deal terms, why Braze fixes the Marketing Cloud leak that was costing Salesforce expansion dollars inside its own accounts, the layer-by-layer agent-stack strategy (data, research, analytics, activation), the Informatica integration scorecard, and the bear read: premium, product overlap, a fiscal-2028 close, and capital…
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