While most companies reported solid financial performance, the market’s response was anything but uniform. As transparent as public market valuations are, they don’t always track…
With revenue up 24% YoY to $180M and EPS at five times above consensus, Braze beat on both top and bottom lines. OfferFit is integrating…
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…
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…
When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market.…
If you measure progress by focus, Braze made a strong case this quarter. Revenue held steady at $162.1M, up 20% year over year. Free cash…
The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages. The…
$325M. Bam. Just like that, the cohort’s first major acquisition news dropped. You could argue that it’s not an acquisition in the messaging space; you…
Last week we discussed why cross-selling needs a compelling use case. These use cases merge different mediums and connect diverse actions into a single workflow.…
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…