Business Wire
BusinessNVIDIA launches Minerva, an AIOps platform aimed at making “AI factories” easier to runThe Apex TimesBusinessEric Schmidt dismisses AI bubble worries, points to Anthropic’s fast revenue growthThe Apex TimesBusinessVerizon shares slip as market focus turns to SpaceX-linked spectrum deal and wireless pricingThe Apex TimesBusinessCostco’s CEO says stock splits are a board topic, but the company has not indicated any near-term changeThe Apex TimesBusinessAT&T’s fiber momentum faces a capital-structure test as investors weigh leverage and legacy costsThe Apex TimesBusinessSpotify reports 16% revenue growth in Q3 as subscriber momentum and margins improveThe Apex TimesBusinessOracle investor day expected to spotlight OCI capacity ramp and applications growth, RBC saysThe Apex TimesBusinessMeta AI narrative draws fresh attention after Q3 revenue beat, Bank of America saysThe Apex TimesBusinessSalesforce touts Leader position in Gartner’s 2026 Magic Quadrant for Digital Commerce for 11th straight yearThe Apex TimesBusinessMorgan Stanley highlights Meta’s “long” core growth runway and potential Muse upsideThe Apex TimesBusinessYahoo Finance segment raises question of whether Wall Street is underweight on Tesla’s Cybercab ambitionsThe Apex TimesBusinessComcast Q3 results top Wall Street expectations, but revenue declines year over yearThe Apex TimesBusinessNVIDIA launches Minerva, an AIOps platform aimed at making “AI factories” easier to runThe Apex TimesBusinessEric Schmidt dismisses AI bubble worries, points to Anthropic’s fast revenue growthThe Apex TimesBusinessVerizon shares slip as market focus turns to SpaceX-linked spectrum deal and wireless pricingThe Apex TimesBusinessCostco’s CEO says stock splits are a board topic, but the company has not indicated any near-term changeThe Apex TimesBusinessAT&T’s fiber momentum faces a capital-structure test as investors weigh leverage and legacy costsThe Apex TimesBusinessSpotify reports 16% revenue growth in Q3 as subscriber momentum and margins improveThe Apex TimesBusinessOracle investor day expected to spotlight OCI capacity ramp and applications growth, RBC saysThe Apex TimesBusinessMeta AI narrative draws fresh attention after Q3 revenue beat, Bank of America saysThe Apex TimesBusinessSalesforce touts Leader position in Gartner’s 2026 Magic Quadrant for Digital Commerce for 11th straight yearThe Apex TimesBusinessMorgan Stanley highlights Meta’s “long” core growth runway and potential Muse upsideThe Apex TimesBusinessYahoo Finance segment raises question of whether Wall Street is underweight on Tesla’s Cybercab ambitionsThe Apex TimesBusinessComcast Q3 results top Wall Street expectations, but revenue declines year over yearThe Apex TimesBusinessNVIDIA launches Minerva, an AIOps platform aimed at making “AI factories” easier to runThe Apex TimesBusinessEric Schmidt dismisses AI bubble worries, points to Anthropic’s fast revenue growthThe Apex TimesBusinessVerizon shares slip as market focus turns to SpaceX-linked spectrum deal and wireless pricingThe Apex TimesBusinessCostco’s CEO says stock splits are a board topic, but the company has not indicated any near-term changeThe Apex TimesBusinessAT&T’s fiber momentum faces a capital-structure test as investors weigh leverage and legacy costsThe Apex TimesBusinessSpotify reports 16% revenue growth in Q3 as subscriber momentum and margins improveThe Apex TimesBusinessOracle investor day expected to spotlight OCI capacity ramp and applications growth, RBC saysThe Apex TimesBusinessMeta AI narrative draws fresh attention after Q3 revenue beat, Bank of America saysThe Apex TimesBusinessSalesforce touts Leader position in Gartner’s 2026 Magic Quadrant for Digital Commerce for 11th straight yearThe Apex TimesBusinessMorgan Stanley highlights Meta’s “long” core growth runway and potential Muse upsideThe Apex TimesBusinessYahoo Finance segment raises question of whether Wall Street is underweight on Tesla’s Cybercab ambitionsThe Apex TimesBusinessComcast Q3 results top Wall Street expectations, but revenue declines year over yearThe Apex TimesBusinessNVIDIA launches Minerva, an AIOps platform aimed at making “AI factories” easier to runThe Apex TimesBusinessEric Schmidt dismisses AI bubble worries, points to Anthropic’s fast revenue growthThe Apex TimesBusinessVerizon shares slip as market focus turns to SpaceX-linked spectrum deal and wireless pricingThe Apex TimesBusinessCostco’s CEO says stock splits are a board topic, but the company has not indicated any near-term changeThe Apex TimesBusinessAT&T’s fiber momentum faces a capital-structure test as investors weigh leverage and legacy costsThe Apex TimesBusinessSpotify reports 16% revenue growth in Q3 as subscriber momentum and margins improveThe Apex TimesBusinessOracle investor day expected to spotlight OCI capacity ramp and applications growth, RBC saysThe Apex TimesBusinessMeta AI narrative draws fresh attention after Q3 revenue beat, Bank of America saysThe Apex TimesBusinessSalesforce touts Leader position in Gartner’s 2026 Magic Quadrant for Digital Commerce for 11th straight yearThe Apex TimesBusinessMorgan Stanley highlights Meta’s “long” core growth runway and potential Muse upsideThe Apex TimesBusinessYahoo Finance segment raises question of whether Wall Street is underweight on Tesla’s Cybercab ambitionsThe Apex TimesBusinessComcast Q3 results top Wall Street expectations, but revenue declines year over yearThe Apex Times
Back to front
Salesforce to buy Braze for $5.66 billion, betting on faster real-time data for its AI push
The Apex Times

THE APEX TIMES

Business/The Apex Times/Oct 22, 9:57 AM EDT

Salesforce to buy Braze for $5.66 billion, betting on faster real-time data for its AI push

Salesforce said it will acquire customer engagement software company Braze in a $5.66 billion all-cash deal, a move it links to building the real-time data engine it says will underpin its Agentforce strategy.

Salesforce announced plans to acquire Braze in an all-cash transaction valued at $5.66 billion, according to a report carried by Yahoo Finance. The proposed purchase represents a 58% premium to Braze’s prior share price, setting up a major step in Salesforce’s broader effort to expand how quickly and effectively customer data can be used in AI-driven experiences.

The companies expect the transaction to close in Salesforce’s fiscal 2028, the report said, but the timeline remains subject to regulatory review. Antitrust clearance is expected to be a key gating item, and both companies have not indicated in the available reporting what remedies, if any, could be required for approval.

Salesforce’s motivation, as described in the coverage, is tied to real-time data infrastructure for Agentforce. Agentforce is Salesforce’s branded approach to deploying AI agents that can help automate and execute work for customers and employees, which typically requires low-latency access to relevant customer, product, and interaction data.

In practical terms, the deal indicates how Salesforce intends to compete in AI not just through model capabilities, but through the data plumbing that feeds those models and the systems that act on the results. Customer engagement platforms like Braze are often positioned as ways to coordinate messaging and experiences across channels, and the integration effort could influence how quickly Salesforce can turn events into targeted actions.

The size of the offer also underscores Salesforce’s willingness to pay for scale and capabilities rather than building everything internally. An all-cash purchase at a material premium can be read as a push to reduce timeline risk, particularly if customers expect AI-enabled personalization to happen near real time.

Beyond the transaction itself, the move comes as enterprise software vendors invest heavily in AI roadmaps and try to translate them into measurable customer outcomes. Real-time data systems have become a focal point because AI-driven workflows are only as effective as the freshness and relevance of the underlying indicates, such as recent customer behavior or campaign responses.

Still, several important details were not included in the available market report. The coverage does not lay out financial guidance for the combined companies, the expected impact on Salesforce’s future revenue mix, or how the teams plan to structure costs and integration milestones. It also does not specify whether Braze will remain an independent product line or be fully absorbed into Salesforce’s broader platform strategy.

What to watch next is clarity on regulatory timing and any antitrust requirements that emerge as review progresses, along with disclosures on integration planning. Investors and customers may also look for follow-on statements that tie Agentforce use cases directly to Braze capabilities, including what data flows change and how quickly customer-facing AI features can be deployed after closing. Until then, the central message remains that Salesforce is paying a premium to accelerate its real-time data foundation for its AI agenda.

Why It Matters

  • A large, all-cash acquisition suggests Salesforce wants to reduce execution risk in a competitive AI market rather than relying solely on internal development.
  • Real-time data infrastructure can become a differentiator for AI agents, because latency and data freshness often determine whether automation feels useful to customers.
  • The timing, pending antitrust review, can affect when Salesforce can translate Agentforce plans into product rollouts.
  • Premium pricing increases the importance of integration success and clear post-close benefits, especially for customers relying on engagement and personalization workflows.

Sources

Key Facts

  • Salesforce agreed to acquire Braze for $5.66 billion in an all-cash transaction.
  • The proposed deal price represents a 58% premium, based on the prior share price referenced in the report.
  • The companies expect the transaction to close in Salesforce’s fiscal 2028, subject to antitrust review.
  • The acquisition is linked to building real-time data infrastructure for Salesforce’s Agentforce strategy.

Technology Related

Salesforce to buy Braze for $5.66 billion, betting on faster real-time data for its AI push | The Apex Times