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