This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…
Roy T. Fielding invented HTTP in the same labs that I learned computer science at the University of California, Irvine. I never met him and…
Twilio posted 12% YoY growth, highest-ever non-GAAP operating margins in the company’s history, healthy free cash flow, and strong AI-driven traction. Communications is humming, but…
When Thomas Mancuso moved to San Francisco, he was driving a U-Haul over the Bay Bridge as Governor Newsom announced the statewide COVID-19 shutdown. He…
Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now…
Mailchimp ranks among tech’s greatest bootstrapped exits. With almost no outside capital, the founders sold it for $12 billion, an “infinite IRR” outcome by any…
CM.com kicks off the Q1 earnings season. It reported increased profitability on declining revenue. Yet ARR increased YoY, and overall message volume remained flat. Founded…
RCS in North America is a mess. There’s a lot to figure out between the senders, the transmitters, the registries, and the vetters. However, if…
LINK Mobility has acquired FireText UK Limited in a GBP 9.7 million cash and stock deal, with an additional GBP 2.3 million earnout. FireText is…
The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages. The…
Airship has been a notification powerhouse for a long time. Push notifications remain a key way for brands to communicate with customers inside the app.…
In case you missed it, last week’s Bandwidth State of Messaging webinar replay is now available. Big thanks to David Ress and Kailey Gibbens for…