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…
Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in…
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.…
Twilio posted 12% YoY growth, highest-ever non-GAAP operating margins in the company’s history, healthy free cash flow, and strong AI-driven traction. Communications is humming, but…
The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages. The…
If execution excellence is about doing what you said you would do, then Twilio, Sinch, and LINK all passed the test with flying colors. Sinch…
Last week we discussed why cross-selling needs a compelling use case. These use cases merge different mediums and connect diverse actions into a single workflow.…
At its investor day, Twilio promised 21% non-GAAP income by 2027 and $3 billion in free cash flow over the next three years—goals it confidently…
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…