sinch - TJ's Blog

The Q3 2024 Valuation Update

Klaviyo has maintained its position as a stock market darling. Trading at over thirteen times last-twelve-months (LTM) revenue, its $11.53 billion market cap places it…

Twilio Completes the BFCM Picture

From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…

Klaviyo, Attentive, Postscript, Vibes, Sinch, and Infobip Share BFCM Stats

Attentive hit 620 million texts on Black Friday; Klaviyo sent 420 million messages (email + text) in just one hour that day. Building on last…

Sinch Hosts Its First-Ever Investor Day

Sinch recently held its first-ever capital markets day—a major milestone for any company. This event is a chance for leadership to present the company as…

A 10DLC Origin Story

Some unsolicited career advice: When the platform owner invites you to partner with them, say yes. In telecom, if an operator asks for your help,…

Sinch, LINK, Klaviyo, and Upland Report on 2024 Progress

With the exception of Klaviyo, sustaining momentum within increasingly demanding markets remains a challenge for the cohort. Over 80% of Klaviyo’s top fifty customers use…

Twilio and Bandwidth Deliver a Stellar Q3 2024

Not only did the two companies outperform their Q3 targets, but Twilio and Bandwidth also raised their FY 2024 guidance. RCS was top of mind…

The Good, The Interesting, The Unknown: a 2024 Earnings Check-In

In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…

The Problem with CPaaS Stock Market Valuations

Before the interest rate reduction, Sinch, Bandwidth, Upland, and LINK Mobility (four of the seven companies) traded at a discount to their last twelve months’…

Klaviyo Flexes into the Enterprise to Deliver a Stellar Q2

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…

Q2 Earnings from Twilio, Sinch, Bandwidth, and Upland

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.…

The Brand’s Guide to 10DLC Texting

“I didn’t know that’s how it [10DLC] all worked,” I overheard an audience member say at the MEF Leadership Forum in Miami in 2023. The…

Braze Delivers a Strong Quarter

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…

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 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…

Messaging and Growth in the Pandemic

By March 2020, the pandemic had shut down the world. Its effect on businesses was swift and brutal. Airlines, hotels, restaurants, manufacturing, retail, health, and…

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…

My Best Advice — Laurinda Pang

From Sinch’s headquarters in Stockholm, Laurinda Pang leads 4,000 Sinchers around the globe who empower brands to connect with their customers across messaging, voice and…

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…

How Interoperability Created a Unique 800 Million Dollar Acquisition – III

In the payments industry, your leverage is your proximity to the payment providers: Visa, MasterCard, and American Express. In the messaging industry, your leverage is…

How Interoperability Created a Unique 800 Million Dollar Acquisition – II

In 2016—the year it went IPO—Twilio had 36,000 customers paying it $270M to transmit messages. This was an eight-fold increase in revenue and a three-fold…