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.…
Attentive hit 620 million texts on Black Friday; Klaviyo sent 420 million messages (email + text) in just one hour that day. Building on last…
Shopify merchants smashed records with $5 billion in Black Friday sales, peaking at $4.6 million per minute. If Shopify had a banner season, you can…
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…
In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…