Salesforce 56.6亿美元收购Braze
Salesforce 于 2026 年 10 月 20 日宣布，将以约 56.6 亿美元企业价值收购客户互动平台 Braze，Braze 股东每股将获得 47.50 美元现金，据 The Next Web 报道较前一交易日收盘价溢价约 58%。Salesforce 计划把 Braze 的实时消息推送与个性化能力与其 Marketing Cloud、客户数据以及 Agentforce 智能体工具结合；Braze 服务约 2770 家客户，包括 Canva、Instacart 和 Venmo。该交易尚需 Braze 股东批准和监管审查，预计在 Salesforce 2028 财年完成；Salesforce 表示本次收购不会改变其当前财年业绩预期，TechRepublic 指出双方尚未敲定整合后的具体产品方案。
Braze 长期是 Salesforce Marketing Cloud 的竞争对手，彭博报道称，这笔收购旨在为被视为日趋过时的营销产品补充更多 AI 功能。
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 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 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.
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