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