The morning of my fireside chat with Vonage CEO Niklas Heuveldop at the ConnectMobile stage, the GSMA released a report stating that wireless operators were…
Now in its tenth year, SaaS Capital released its private company benchmark survey. Unless there is survey data (like what SaaS Capital has), it’s harder…
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…
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…
At $1.1 billion in revenue, with a 51% gross margin and improved free cash flow, Twilio took the prize for both earnings and profitability beats.…
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…
Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these…
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;…
Mobile operators charge companies to access their SMS networks. These charges, commonly known as pass-thru fees, are immune to the sender's purchasing power. In fact,…
“Interoperability” is a long word to write and say. Yet it’s at the heart of any David vs. Goliath tech story. The success of any…
In Messaging and Growth in the Pandemic, we unpacked the drivers of pandemic-led growth. We discussed why it was a one-time event, with little to…
The five companies I watch—Bandwidth, LinkMobility, Sinch, Upland, and Twilio—ended 2023 with $9.2 billion in revenues. Collectively, they are projected to end 2024 with a…