Bandwidth grew revenue 22%, adjusted EBITDA grew 27%, first-half free cash flow nearly doubled, and non-political NRR was a very healthy 113%. Even after stripping…
Last quarter, I pointed to Klaviyo absorbing carrier pass-through fees as one of the clearest signals of product strength. In an industry where everyone else…
Jensen Huang tells us that our AI agents will text us the most. Twilio’s $1.5B in quarterly receipts suggest he may be right and that…
A sign of steady stewardship is when a change of stewards doesn’t disrupt the business. Sinch’s first earnings call under Acting CEO Jonas Dahlberg delivered…
The great part of being at ID.me is the outside-in perspective it provides on telecom. Nowhere is this more apparent than when dealing with Artificially…
Klaviyo’s quarter says two things clearly: The core business is still healthy, and the move upmarket is working. Revenue grew 28% YoY to $358M. Non-GAAP…
Sinch had yet another profitable quarter. But the bigger news was CEO Laurinda Pang announcing that she intends to step down once a successor is…
Revenue was over $1.4B, up 20% YoY reported and 16% organically. Voice grew 20%, messaging grew 25%, and software add-ons like Branded Calling and Conversational…
The FCC is coming for the inventory. It wants number providers to report how numbers are used, not just how many are in use. It…
The FCC wants to fine voice providers $2,500 per call for not knowing their customer or that customer’s traffic. In its most specific KYC proposal…
Braze, Bandwidth, and now Klaviyo joined Twilio, Sinch, and LINK with a share buyback program. In a sector that has taken a shellacking, buybacks signal…
Braze’s Q4, like Klaviyo’s results, begs the question: If SaaS is dead, then why are both of them pushing 30% YoY growth? Braze is saying…