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,…
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The Klaviyo Papers
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…
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Three Key Learnings from Twilio, Sinch, and LinkMobility Earnings
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,…
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Growth and Valuation in 2024
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…
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An FCC Ruling puts a Spotlight on Customer Data Platforms
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…
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A Look into Q3 Earnings of Twilio, Klaviyo and Others