klaviyo - TJ's Blog

The 2024 SaaS Growth Snapshot

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…

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;…

Pass-Thru Fees & the Asymmetric SMS Market

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,…

The Three Kinds of Interoperability Every Startup Needs to Know

“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…

Messaging and Growth in 2024

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 Four Growth Investments You Must Make

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…

The Klaviyo Papers

In a series of posts I call ‘the Klaviyo papers’ I wrote about Klaviyo’s business model. Klaviyo, like Attentive before it, and Twilio before it,…

Three Key Learnings from Twilio, Sinch, and LinkMobility Earnings

Twilio, Sinch, and LinkMobility together brought in a total $7.6 billion in revenue for 2023, and there are three learnings from their earnings reports. Efficiency…

Growth and Valuation in 2024

The seventh week of the year kicks off the earnings season for the messaging space. On Valentine’s Day, within twenty-four hours of each other, Twilio,…

An FCC Ruling puts a Spotlight on Customer Data Platforms

Last week we discussed the first three FCC rulings from December. This week we examine the final ruling and its industry impact. The FCC ruled…

A Look into Q3 Earnings of Twilio, Klaviyo and Others

In the latest round of Q3 earnings in the CPaaS sector showed a steady march towards profitability and responsible growth. Growth and the CPaaS Market…