Not only did the two companies outperform their Q3 targets, but Twilio and Bandwidth also raised their FY 2024 guidance. RCS was top of mind…
In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…
Earlier this year, I mentioned that Tata Communications is a complex business, which is why simply replacing Kaylera with Tata in my CPaaS financial discussions…
Before the interest rate reduction, Sinch, Bandwidth, Upland, and LINK Mobility (four of the seven companies) traded at a discount to their last twelve months’…
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…
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.…
Like its peers, LINK Mobility showed strong results in Q2. Unlike its peers, however, it is the only CPaaS company to report double-digit improvements in…
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…
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…
Overall, the cohort delivered double-digit revenue growth but with some disclosing single-digit declines; many showed no appetite for M&A, but one is evaluating eleven acquisitions;…