The Hunt for Growth in 2025

In 2022, the CPaaS industry was punished for the “excesses” of 2020–21. In 2023, we cleaned up our act. In 2024, we demonstrated that steady,…

Continue Reading The Hunt for Growth in 2025

The Q3 2024 Valuation Update

Klaviyo has maintained its position as a stock market darling. Trading at over thirteen times last-twelve-months (LTM) revenue, its $11.53 billion market cap places it…

Continue Reading The Q3 2024 Valuation Update

On the Health of the SMB

Speaking of inherent biases in frameworks, mine is the focus on the health of the SMB segment. Especially the focus on the “small” in small…

Continue Reading On the Health of the SMB

Twilio Completes the BFCM Picture

From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…

Continue Reading Twilio Completes the BFCM Picture

RCS and Frictionless 2FA

Two-factor authentication (2FA) is really just two-password authentication. You’re required to remember one long-term password and one short-term password. If you rarely use the system…

Continue Reading RCS and Frictionless 2FA

My Best Advice — Dan Hesse

In late 2007, when Dan Hesse became CEO of Sprint, the company was months away from bankruptcy. The economy was starting to falter, heading toward…

Continue Reading My Best Advice — Dan Hesse

You are back at the beginning.

Something went wrong. Try refreshing the page.