earnings - TJ's Blog

Klaviyo Leads the 2024 Valuation Race

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…

Braze Rounds Out the Q2 2024 Earnings Cycle

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.…

LINK Mobility Reports a Solid Q2

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 Flexes into the Enterprise to Deliver a Stellar Q2

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…

Braze Delivers a Strong Quarter

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…

Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings

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;…