This week’s results delivered two very different messaging narratives: LINK is doubling down on RCS and OTT, while Upland has officially exited messaging. Upland is…
Google says it’s sending 1 billion RCS messages a day in the US. That works out to about 30 billion a month or 360 billion…
For the first time in three years, there’s a silent collaborator in my UCLA Anderson MBA classes. GenAI, and ChatGPT in particular, is everywhere in…
This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…
Roy T. Fielding invented HTTP in the same labs that I learned computer science at the University of California, Irvine. I never met him and…
Twilio posted 12% YoY growth, highest-ever non-GAAP operating margins in the company’s history, healthy free cash flow, and strong AI-driven traction. Communications is humming, but…
When Thomas Mancuso moved to San Francisco, he was driving a U-Haul over the Bay Bridge as Governor Newsom announced the statewide COVID-19 shutdown. He…
Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now…
Mailchimp ranks among tech’s greatest bootstrapped exits. With almost no outside capital, the founders sold it for $12 billion, an “infinite IRR” outcome by any…
CM.com kicks off the Q1 earnings season. It reported increased profitability on declining revenue. Yet ARR increased YoY, and overall message volume remained flat. Founded…
RCS in North America is a mess. There’s a lot to figure out between the senders, the transmitters, the registries, and the vetters. However, if…
LINK Mobility has acquired FireText UK Limited in a GBP 9.7 million cash and stock deal, with an additional GBP 2.3 million earnout. FireText is…