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;…
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Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings
Pricing is critical to RCS success. If priced too low, it dilutes the medium and turns it into a source of spam. If priced too…
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The Biggest Opportunity in RCS Pricing
Stephanie’s "One Expert, One Topic" column reminded me of our collaboration on the ADP RCS 2FA use case. Implementing 2FA on RCS addressed a significant…
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RCS, ADP, 2FA & the Right To Use (RTU) a Logo
A pioneer in text messaging, Stephanie Lashley is responsible for the operational, financial, and strategic management of Bandwidth’s text messaging products and leads a team…
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One Expert, One Topic — Stephanie Lashley Talks The Importance of Sharing Data to Create a Meaningful Feedback Loop
There is a classic adversarial interoperability play happening in messaging right now. It involves Beeper (the maker of Beeper Mini), Apple, and the FCC. Android…
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Beeper Asks the FCC to Make iMessage a Utility
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…
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The Four Growth Investments You Must Make
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
New in 2024, Caitin Long and Zach Kunkel are cohosting a new series, The State of Business Messaging. I had the chance to share my…
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The State of Business Messaging Podcast
With Verizon’s announcement last week, the US support of RCS is now at 100%. This, combined with Apple’s Thanksgiving surprise, means that RCS will work…
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The Dog Caught the Car—Now What?
Every brand needs to have an RCS strategy, even in the US, where interoperability issues and sub-25% device penetration have CMOs questioning whether the investments…
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Why Every Brand Should Have an RCS Strategy
Fred Hillebrand, a Wireless Hall of Fame inductee and SMS inventor, is the editor of a scholarly work on the history of SMS. This compact…
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Three Lessons Learned from Implementing SMS
Today, recipient feedback is a blunt instrument. You can either entirely block a number on your device, or submit the offending message to 7726 and…
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How to Solve Texting’s Spam Problem – Inbox Upgrade