The Good, The Interesting, The Unknown: a 2024 Earnings Check-In
In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…
In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…
At over ten times its last twelve months’ (LTM) revenue, Klaviyo leads the valuation race. Its $8.31 billion valuation puts it in the same zip…
Growth endurance measures a company’s ability to sustain high revenue growth as it scales. It’s calculated by dividing the current year’s growth by the previous…
The last one to release its results, Braze too presented healthy revenue growth—a first-ever non-GAAP profit—and gave some interesting insights into its RCS adoption roadmap.…
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…
At $1.1 billion in revenue, with a 51% gross margin and improved free cash flow, Twilio took the prize for both earnings and profitability beats.…
With 117% Net Dollar Retention (NDR), $15 million net cash flow, and 44% of revenue from non-US customers, Braze delivered a strong quarter despite a…
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…
Mobile operators charge companies to access their SMS networks. These charges, commonly known as pass-thru fees, are immune to the sender's purchasing power. In fact,…