Tanla started FY26 with quiet confidence, delivering its second consecutive quarter of revenue growth (up 1.6% sequentially). OTT channels are clearly gaining traction, now accounting…
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Tanla Q1 FY26 Earnings: Muted Growth, Soft Margins, AI and RCS Critical
Sometimes pricing moves can backfire spectacularly. Consider India’s experiment with ILD SMS pricing. India has two rate structures for SMS: ILD and domestic. ILD costs…
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How ILD Pricing Accidentally Made WhatsApp Essential in India
When we started, we had a two-way standoff. Twilio argued customer engagement had stalled because AI hadn’t closed the trust gap. Sinch said the problem…
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From Tussle to Town Hall: Bringing Infobip and Attentive to the Conversation
And then there were three. Twilio argued customer engagement is stalled because AI hasn’t closed the trust gap. Sinch said the problem is that disconnected…
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Braze Joins the Twilio vs. Sinch Customer Engagement Tussle
It’s not just Amazon’s Ring that’s going into founder mode. Route Mobile announced the return of Founder Rajdip Gupta as CEO and managing director. More…
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Route Mobile Activates Founder Mode (and Other Earnings News)
As a law, the TCPA is allergic to certainty. That’s been true for as long as I’ve testified and advised in these cases. For a…
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The Supreme Court Tossed TCPA Certainty; How to Keep Yours
Alla has always championed resilience and self-reliance. While still in college, she supplemented her stipend by interpreting for international organizations entering the former Soviet bloc…
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One Expert, One Topic—Alla Reznick Talks Cybersecurity & Personal Responsibility
The top two players in customer comms just dropped big reports on what’s wrong with customer engagement. Twilio calls it the State of Customer Engagement.…
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Twilio vs. Sinch: The Tussle of Two Reports
If you’re looking for a few AI books to add to your summer reading list, here’s what I recommend—and what I’m reading right now. What…
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Five AI Reads for Your Summer
SMSPortal is a South African–based SMS specialist and is one of the largest aggregators in the SMS market, with over twenty years in business. This…
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LINK Buys SMSPortal for $145M
In the first quarter, the top three US wireless carriers—AT&T, Verizon, and T-Mobile—generated $83B in combined revenue. Google earned $90B, and Meta earned $42B. Yet…
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The Q1 2025 Platform Owners’ Earnings and Zuck’s WhatsApp Bet
When she’s not designing globally distributed infrastructure, Susan Duker is a volunteer EMT. The skills she uses in emergencies: 1) quick assessment, 2) precise responses,…
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One Expert, One Topic — Susan Duker Talks Designing Resilient Architectures