SMBs remain at the epicenter of economic anxiety and hope; they are both bellwether and backbone, the consumer and the producer, the hirer and the…
While the fundamentals across the cohort companies held steady, yet with the exception of Twilio and CM.com, valuation multiples were down across the board. It’s…
LINK Mobility is proving that M&A discipline scales. Margins are expanding, cash is compounding, and RCS volume is growing triple digits, yet organic growth fell…
Sinch posted another quarter of stable gross profit growth and record profitability. Gross profit rose 5% organically YoY to SEK 2.3B (~$246M), with gross margin…
Klaviyo’s revenue rose 32% YoY to $311M, with NRR at 109%, non-GAAP margin 14.5%, and Rule of 40 at 47%. This puts it among fewer…
When Cecilia Corral got her acceptance letter to Stanford, it looked like a straight line to success. What her LinkedIn doesn’t show is how far…
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…