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.…
Attentive hit 620 million texts on Black Friday; Klaviyo sent 420 million messages (email + text) in just one hour that day. Building on last…
The morning of my fireside chat with Vonage CEO Niklas Heuveldop at the ConnectMobile stage, the GSMA released a report stating that wireless operators were…
Klaviyo reported $222 million in revenue with a 35% year-over-year growth rate and SaaS-like 77% gross margins. At this rate, it is possible that the…
For anything beyond one-way notifications, SMS offers a terrible user experience. It supports only 160-character texts, rudimentary images, emojis, and little else. Any functionality beyond…
The five companies I watch—Bandwidth, LinkMobility, Sinch, Upland, and Twilio—ended 2023 with $9.2 billion in revenues. Collectively, they are projected to end 2024 with a…
In a series of posts I call ‘the Klaviyo papers’ I wrote about Klaviyo’s business model. Klaviyo, like Attentive before it, and Twilio before it,…
Last week we discussed the first three FCC rulings from December. This week we examine the final ruling and its industry impact. The FCC ruled…