Braze Q2 FY2026: AI Moves In, Product-Led Growth Holds
With revenue up 24% YoY to $180M and EPS at five times above consensus, Braze beat on both top and bottom lines. OfferFit is integrating…
With revenue up 24% YoY to $180M and EPS at five times above consensus, Braze beat on both top and bottom lines. OfferFit is integrating…
Jay Patel, GM of Cisco Webex, passed away last week. I knew Jay for many years, first as the founder and CEO of IMI Mobile,…
Klaviyo laid off roughly 100 employees last week. Reflexively, it looks like cost cutting. Layoffs are still common across tech, so it’s easy to slot…
This week’s log is about what your phone number reveals in an RCS chat. You can skip ahead and scan the QR code to try…
Gautam Hazari showed up in telecom by accident—but never left. In 2000, he was solving Y2K bugs for banks in Sydney. When the clock struck…
This year alone, LINK has spent over $160M in acquisitions, and it’s not done yet. So, yes, while we will unpack its Q2 earnings, we’ll…
Somewhere in my fire-damaged house is a dog-eared, scribbled, underlined, autographed copy of Friedhelm Hillebrand’s 2010 book, full of optimism about the then-nascent MMS format.…
Stacy Rampersad started her career doing opt-outs escalations and writing how-to instructions on a Nokia flip phone. Today, she’s guiding some of North America’s biggest…
Sift’s Q2 2025 Digital Trust Index should disturb us. The bad guys are getting better at using genAI to scam us. We’re getting worse at…
Notes, takeaways, and field tests from building and deploying RCS in the wild. Cards Don’t Need Carousels A standalone card can hold its own —…
Zach Kunkel is a storyteller, a strategist, and a dad of two boys under four. It’s not on his LinkedIn profile, but his biggest lessons…
Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in…