earnings - TJ's Blog

Braze Buys Offerfit

$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…

Klaviyo and Bandwidth Announce Final 2024 Results

“We are a growth company,” Andrew Bialecki declared on the Klaviyo earnings call. The matter-of-fact delivery belies the hard work it takes to pull off…

Twilio, Sinch, and LINK Announce Final 2024 Results

If execution excellence is about doing what you said you would do, then Twilio, Sinch, and LINK all passed the test with flying colors. Sinch…

The Good, The Interesting, The Unknown: Breaking Down Twilio’s Investor Day

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…

The Q3 2024 Valuation Update

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…

On the Health of the SMB

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…

Braze Predicts 25% Revenue Growth in 2025

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…

Sinch Hosts Its First-Ever Investor Day

Sinch recently held its first-ever capital markets day—a major milestone for any company. This event is a chance for leadership to present the company as…

Sinch, LINK, Klaviyo, and Upland Report on 2024 Progress

With the exception of Klaviyo, sustaining momentum within increasingly demanding markets remains a challenge for the cohort. Over 80% of Klaviyo’s top fifty customers use…

Twilio and Bandwidth Deliver a Stellar Q3 2024

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…

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…

Tata Communications Announces Q3 2024 Results

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…