Salesforce以56.6亿美元收购客户互动平台Braze：每股47.50美元现金、溢价约58%，Braze股价单日收涨51.70%
Salesforce公司（Salesforce, Inc.）与Braze公司周二（10月20日）宣布，Salesforce已签署最终协议，将以约56.6亿美元的企业价值收购客户互动平台Braze。按照协议，Braze的A类普通股股东将获得每股47.50美元现金，较Braze周一收盘价30.04美元溢价约58%。这是Salesforce今年6月以36亿美元收购超级智能客服初创公司Fin之后又一笔大型收购。
Braze总部位于纽约，帮助品牌商依据客户实时行为，跨移动应用、网站、电子邮件与短信等渠道协调个性化体验，其云原生事件流架构面向高频、实时的消费者互动，每年处理数万亿条消息与旅程动作；BrazeAI则以超级智能优化内容、优惠、渠道与发送时机。Braze拥有约2,800家客户，包括Canva、Dairy Queen与Equinox。Salesforce计划将Braze接入其Marketing Cloud、Data 360、Customer 360与Agentforce智能体平台。
Salesforce应用与营销总裁Patrick Stokes在声明中表示：「每一次互动都是让客户惊喜的机会，而这种惊喜大多来自了解客户、并在恰当的时刻作出回应。Braze的创立目标就是把实时客户行为转化为规模化的个性化互动。」Braze首席执行官兼联合创始人Bill Magnuson表示，公司过去一年以历史上最快的速度发布产品，加入Salesforce后将继续以Braze品牌建设、借助其平台加快创新。
交易预计在Salesforce的2028财年完成，须满足Braze股东批准与监管许可等惯常交割条件；协议包含Salesforce需支付的3亿美元监管终止费与Braze需支付的1.914亿美元分手费。Salesforce表示，交易不会改变其2027财年指引。消息公布后，Braze股价周二收涨51.70%至45.57美元，成交量达6,460万股、约为三个月日均量的18倍；Salesforce股价基本持平，收于242.44美元。
Salesforce to Acquire Customer-Engagement Platform Braze for $5.66 Billion at $47.50 a Share in Cash, a Premium of About 58% as Braze Stock Closes Up 51.70%
Salesforce, Inc. and Braze announced on Tuesday, October 20, that Salesforce has signed a definitive agreement to acquire the customer-engagement platform Braze at an enterprise value of approximately $5.66 billion. Holders of Braze Class A common stock will receive $47.50 in cash for each share, a premium of about 58% to Braze's closing price of $30.04 on Monday. The deal follows Salesforce's $3.6 billion acquisition of the SI customer-service startup Fin in June.
Braze, based in New York, helps marketers respond to customer behavior in real time and coordinate personalized experiences across mobile apps, websites, email, text messages and other channels. Its cloud-native, event-streaming architecture is built for high-volume, real-time consumer engagement and powers trillions of messages and journey actions a year, while BrazeAI uses super intelligence to optimize content, offers, channels and timing. Braze serves nearly 2,800 customers, including Canva, Dairy Queen and Equinox. Salesforce plans to connect Braze with its Marketing Cloud, Data 360, Customer 360 and Agentforce agent platform.
"Every interaction is an opportunity to wow your customers. Most of that wow comes from knowing your customer, and responding at just the right moment," Patrick Stokes, Salesforce's president of applications and marketing, said in a statement. "Braze was built to turn live customer behavior into personalized engagement at scale." Braze Chief Executive and co-founder Bill Magnuson said the company shipped products at the fastest pace in its history over the past year and will keep building as Braze, using Salesforce's platform to innovate faster.
The transaction is expected to close during Salesforce's fiscal 2028, subject to Braze shareholder approval, regulatory clearances and other customary conditions; the agreement includes a $300 million regulatory termination fee payable by Salesforce and a $191.4 million breakup fee payable by Braze. Salesforce said it does not expect the deal to change its fiscal 2027 outlook. Braze shares closed up 51.70% at $45.57 on Tuesday on volume of 64.6 million shares, about 18 times the three-month average, while Salesforce shares were essentially flat at $242.44.
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图片来源：位于旧金山的Salesforce Tower资料图。照片：Frank Schulenburg 摄，CC BY-SA 4.0，经维基共享资源。 / File photo: Salesforce Tower in San Francisco. Photo by Frank Schulenburg, CC BY-SA 4.0, via Wikimedia Commons.
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