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…
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…
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…
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…
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…