Peter Hyun grew up in Los Angeles as the son of Korean immigrants who arrived in the US in the mid-1970s on a one-way flight,…
Sinch’s Q4 read like an F1 driver giving a calm strategy update mid-race at Monza. The Americas strategy is working, buybacks are delivering, and the…
Twilio’s Q4 was the championship trophy for a year defined by transformation. If Q2 was Federer in flow and Q3 showed Djokovic-like discipline, Q4 was…
Cross-sell is the single biggest revenue multiplier after retention, but it rarely behaves like a flywheel at scale. I’ve long been a skeptic of cross-selling…
I’ll be participating in a webinar with Josh Jacobson and Mikhail Gaushkin, hosted by Darren Withers on the state of omnichannel messaging. Click here to…
Klaviyo’s earnings results kicked off the earnings season for my cohort and my 5th year of this blog. Between double-digit revenue growth, SMS-driven cross-sell, the…
South Korea’s Big Three—SK Telecom, Korea Telecom, and LG UPlus—in coordination with its regulator, will require face ID verification for every new phone number. At…
Braze delivered double-digit growth, beat Q3 expectations, and raised Q4 guidance. Large customers showed up in force, and AI moved from narrative to measurable contribution.…
I read to make sense of the moment we’re in. Some years the themes show up early. This year, it took longer. The pace of…
There is an unbuckling of identity in the telecom network. Whether it’s a call from your bank, or a government login that doesn’t quite trust…
“You guys are lucky. WhatsApp isn’t a big threat in the US,” a major CPaaS CEO recently told me. That might be changing. WhatsApp is…
WhatsApp is a platform; RCS is a protocol. In WhatsApp, Meta acts as the central authority. That makes it easy to build “super admin” tools…