Salesforce 已同意收购 Braze，这家总部位于纽约的公司帮助品牌向客户发送个性化消息，交易价格约为 56.6 亿美元（含债务）。两家公司周二宣布了这笔交易，这增加了 Salesforce 今年的一系列收购。
Salesforce has agreed to buy Braze, a New York company that helps brands send personalised messages to their customers, for about $5.66bn including debt. The two companies announced the deal on Tuesday, adding to a run of Salesforce acquisitions this year.
Braze 股东将获得每股 47.50 美元现金。据 Investing.com 报道，这比 Braze 最后收盘价 30.04 美元高出约 58%。该媒体报道，消息公布后 Salesforce 股价下跌约 3%。
Braze shareholders will receive $47.50 in cash per share. That is about 58% above Braze’s last closing price of $30.04, according to Investing.com. Salesforce shares fell about 3% after the news, the outlet reported.
Braze 销售的软件可追踪客户在应用程序或网站上的行为，并实时向他们发送消息、电子邮件或优惠。它与约 2770 家公司合作，包括 Canva、Instacart、Venmo 和 Urban Outfitters。
Braze sells software that tracks what customers do in an app or on a website and then sends them messages, emails or offers in real time. It works with about 2,770 companies, including Canva, Instacart, Venmo and Urban Outfitters.
该公司增长迅速。根据其最新财报，Braze 截至 7 月止三个月收入增长 26% 至 2.272 亿美元，预计本财年销售额约为 9.1 亿美元。截至 7 月底，其 361 位客户每年各自支付至少 50 万美元。
The company is growing quickly. Braze’s revenue rose 26% to $227.2m in the three months to July, and it expects about $910m in sales this financial year, its latest results show. At the end of July, 361 of its customers each paid it at least $500,000 a year.
Salesforce 计划将 Braze 与其现有营销产品 Marketing Cloud 以及其客户数据和 AI 代理工具相结合。该公司在其 Agentforce 品牌下大力投资 AI 代理，并早前收购了计费初创公司 m3ter，以按使用量收费。
Salesforce plans to combine Braze with Marketing Cloud, its existing marketing product, as well as its customer data and AI agent tools. The company has spent heavily on AI agents under its Agentforce brand, and earlier bought billing startup m3ter to charge for them by use.
“Braze 的初衷是将实时客户行为大规模转化为个性化互动，”Salesforce 应用与营销总裁 Patrick Stokes 表示。
“Braze was built to turn live customer behavior into personalized engagement at scale,” said Patrick Stokes, Salesforce’s president of applications and marketing.
Braze 首席执行官兼联合创始人 Bill Magnuson 表示，Salesforce 的平台将帮助公司更快地构建新产品。他和联合创始人 Jon Hyman 仍将领导业务。
Bill Magnuson, Braze’s chief executive and co-founder, said Salesforce’s platform would help the company build new products faster. He and co-founder Jon Hyman still lead the business.
该交易需经 Braze 股东和监管机构批准。Salesforce 预计交易将在其 2028 财年完成，该财年始于 2027 年 2 月。
The deal needs approval from Braze shareholders and regulators. Salesforce expects it to close in its 2028 financial year, which starts in February 2027.
Salesforce 表示，此次收购不会改变其本财年预测。它尚未给出下一财年的预测。
Salesforce said the purchase would not change its forecast for the current financial year. It has not yet given a forecast for the following year.
J.P. Morgan 担任 Salesforce 此次交易的顾问，而 Qatalyst Partners 担任 Braze 的顾问。
J.P. Morgan is advising Salesforce on the deal, while Qatalyst Partners is advising Braze.