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…
Klaviyo CEO Andrew Bialecki shared that Klaviyo-powered businesses crossed $1 billion in attributed sales (KAV) on Black Friday. That’s the first time the platform has…
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…