InvestorWaves
BRZEEnterprise & Vertical Softwaremoderate signal

Cloud marketplaces are becoming enterprise software channels

Enterprise software distribution is increasingly influenced by existing cloud commitments and marketplace procurement. This favors vendors that integrate with hyperscaler sales channels and can use those channels to reach new geographies and verticals.

cloud marketplacesenterprise procurementAWSsoftware distribution
More of our customers are choosing to procure Braze through AWS Marketplace, drawing on cloud commitments they already have in place, and this agreement makes that path easier while extending our reach across international markets and industry verticals.
Bill MagnusonChief Executive Officer · Braze, Inc. · Q2 FY2027

Who it touches

  • BRZEbullish

    AWS co-selling, Marketplace procurement, and international distribution expand the channel for enterprise software purchases.

  • ORCLbullish

    The quote supports continued importance of cloud marketplaces and committed cloud spend in enterprise software procurement.

  • SAPbullish

    The quote signals that enterprise software distribution is increasingly tied to cloud commitments and marketplace purchasing.

About this signal

Theme
Enterprise & Vertical Software
Company
Braze, Inc.
Category
operations
Call
Q2 FY2027

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