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;…
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 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…
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…
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…
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,…
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…