Twilio Q3 2025: Voice and Messaging Drive, Identity Fuels Growth
Twilio notched its fifth straight quarter of accelerating double-digit growth, reaching $1.3B in revenue. It set a new record in both profit ($235M non-GAAP op…
Twilio notched its fifth straight quarter of accelerating double-digit growth, reaching $1.3B in revenue. It set a new record in both profit ($235M non-GAAP op…
Last quarter, Bandwidth positioned voice as the new platform. This quarter, it showed that voice can scale profitably. Revenue came in at $192M, up 11%…
“Rich as an app, simple as a text.” We’ve seen other foundational technologies endure their long winters, most recently crypto and machine learning. T-Mobile’s Kara…
Last quarter, CM.com leaned on efficiency, Halo’s early traction, and tight cost control to offset softness in Connect and Pay. This quarter, it posted record…
Last quarter, Tanla closed with unproven platform bets, negative cash flow, and little market traction. This quarter, it posted sequential and YoY growth, record gross…
This week we test the typing indicator in RCS. Yes, your agent can “type.” Try It Yourself I updated the TradingCard demo to include a…
RCS Builder’s Log: How Many Cards Are Too Many? The art of knowing when to stop A carousel can take a minimum of two cards…
The New York Times’s Brian Chen is a fan of Apple’s new robocall and text-filtering feature in iOS 26. To his credit, he also praises…
A new randomized clinical trial from Stanford University, in collaboration with CareMessage, just confirmed what many in public health have long suspected: Text messaging can…
MWC Las Vegas is the final communications mega event in the US. In 2024, more than 6,000 attendees walked the halls—over 80% from the US.…
Last week I pointed out Apple’s gaps—the flaws hidden inside a spectacularly successful product. But fairness demands that I bring the same scrutiny to my…
John Larson helped fund, shape, and scale product-led growth. As one of the most active investors in the SaaS ecosystem—and a Zipwhip co-founder during its…