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Braze Delivers a Strong Quarter

With 117% Net Dollar Retention (NDR), $15 million net cash flow, and 44% of revenue from non-US customers, Braze delivered a strong quarter despite a…

My First iOS 18 RCS Test

ICYMI, iOS 18 Beta is out. Of course, I used this opportunity to see if I could get a mini Mr. Watson moment. It did…

RCS Showcase: Football Club by Dotgo

I’m starting a personal catalog of RCS showcases that will be amazing on both iOS and Android. The goal is to test interoperability and see…

The 0.84 seconds in Apple’s WWDC that Shook the Messaging World

Ronak Shah talked about redesigned tap backs and scheduled messages, text formatting and text effects, and iMessage and SMS via satellite. He spoke of how…

One Expert, One Topic — Surinder Anand Talks Building RCS Apps

Surinder Anand is an expert in RCS Business Messaging (RBM) with deep technical and product knowledge, experience in launching and monetizing RCS Business Messaging. As…

An AI Read I’m Enjoying

I’m enjoying reading Fei-Fei Li’s The Worlds I See. I usually reserve my book recommendations until the end of the year, but if you’re looking…

RCS Rumor: Is Apple Turning Up the Heat?

At this year’s WWDC, Apple might disclose the workings of the RCS-iMessage bridge. While major announcements around AI are expected, many hope Apple sheds light…

My Best Advice — Ilya A. Strebulaev

In my Stanford GSB Exec Education finance class, Ilya Strebulaev claimed he’d teach us half of what we needed to know about M&A in the…

RCS and the end of the Hunt-and-Peck User Journey

For anything beyond one-way notifications, SMS offers a terrible user experience. It supports only 160-character texts, rudimentary images, emojis, and little else. Any functionality beyond…

The 2024 SaaS Growth Snapshot

Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these…

Proof that Voice is not Text

ICYMI, last month four states experienced a 911 outage due to the oldest reason in network operations: cutting the wrong cable. Jokes aside, the workaround…

Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings

Overall, the cohort delivered double-digit revenue growth but with some disclosing single-digit declines; many showed no appetite for M&A, but one is evaluating eleven acquisitions;…