September, 2024 - TJ's Blog

SaaS Capital Talks Private Valuations

Now in its tenth year, SaaS Capital released its private company benchmark survey. Unless there is survey data (like what SaaS Capital has), it’s harder…

A Thought on the Future of the Phone Number

Like last year, this year’s Somos Summit exceeded expectations. There were new voices and topics but the recurring theme was the same: to trust more,…

The Problem with CPaaS Stock Market Valuations

Before the interest rate reduction, Sinch, Bandwidth, Upland, and LINK Mobility (four of the seven companies) traded at a discount to their last twelve months’…

The Friction Project Chat with Huggy Rao

When Huggy and I sat down to discuss The Friction Project—his book with co-author Bob Sutton—the plan was to record the conversation to help me…

Klaviyo Leads the 2024 Valuation Race

At over ten times its last twelve months’ (LTM) revenue, Klaviyo leads the valuation race. Its $8.31 billion valuation puts it in the same zip…

The Growth Endurance Calculation

Growth endurance measures a company’s ability to sustain high revenue growth as it scales. It’s calculated by dividing the current year’s growth by the previous…

Using the Toothbrush Test to Build RCS Features

I started my plea to invest aggressively in RCS with thirteen rapid-fire questions to assess your RCS readiness. Some of you shared that you had…

Are You Investing Enough in RCS?

Did the “Hello World” version of your RCS demo embarrass you? Does your company have a public RCS demo? How does your customer get started?…

Braze Rounds Out the Q2 2024 Earnings Cycle

The last one to release its results, Braze too presented healthy revenue growth—a first-ever non-GAAP profit—and gave some interesting insights into its RCS adoption roadmap.…