A sign of steady stewardship is when a change of stewards doesn’t disrupt the business. Sinch’s first earnings call under Acting CEO Jonas Dahlberg delivered…
Sinch had yet another profitable quarter. But the bigger news was CEO Laurinda Pang announcing that she intends to step down once a successor is…
Braze, Bandwidth, and now Klaviyo joined Twilio, Sinch, and LINK with a share buyback program. In a sector that has taken a shellacking, buybacks signal…
Sinch’s Q4 read like an F1 driver giving a calm strategy update mid-race at Monza. The Americas strategy is working, buybacks are delivering, and the…
Sinch posted another quarter of stable gross profit growth and record profitability. Gross profit rose 5% organically YoY to SEK 2.3B (~$246M), with gross margin…
While most companies reported solid financial performance, the market’s response was anything but uniform. As transparent as public market valuations are, they don’t always track…
Sinch reported expanding margins, strengthening cash flow, and integrating AI into its core platform. Gross profit rose 6%, adjusted EBITDA grew 8%, and leverage dropped…
When we started, we had a two-way standoff. Twilio argued customer engagement had stalled because AI hadn’t closed the trust gap. Sinch said the problem…
And then there were three. Twilio argued customer engagement is stalled because AI hasn’t closed the trust gap. Sinch said the problem is that disconnected…
The top two players in customer comms just dropped big reports on what’s wrong with customer engagement. Twilio calls it the State of Customer Engagement.…
When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market.…
This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…