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…
Klaviyo laid off roughly 100 employees last week. Reflexively, it looks like cost cutting. Layoffs are still common across tech, so it’s easy to slot…
Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came…
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.…
This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…
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…
“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…
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…
From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…