At its investor day, Twilio promised 21% non-GAAP income by 2027 and $3 billion in free cash flow over the next three years—goals it confidently…
Last week, we speculated whether FCC Chair Carr would push the deadline for implementing One-to-One consent. Well, he did—but later the same day, in true…
While big tech seems relieved that TikTok got a presidential bailout, I’m more interested in whether the FCC’s new one-to-one consent requirement will become law…
Speaking of zero-party data, Bandwidth’s 2025 State of Messaging report is well worth sharing your email to access. It’s packed with valuable insights on messaging…
On Monday, I left LA for CES to peek into our collective future. On Tuesday, I returned to find mine irrevocably changed. The LA wildfires,…
Apple and Google, it’s time to fix text-messaging groups. Here’s what happened in my neighborhood during the wildfires: A neighbor started a text-messaging chain with…
Contrary to popular opinion, SaaS is not dead. Even during the industry’s post-pandemic reckoning, this notion felt misinformed and sensationalist. That doesn’t mean SaaS hasn’t…
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,…
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…
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…
With a 23% year-over-year (YoY) increase in revenue and $600M in ARR, Braze rounded out the Q3 2024 (its FY 2025) earnings results for the…