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…
From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…
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,…
She studied piano at age four, sang with the Houston Children’s Chorus, was in musical theater, studied cello in grade school and college, and monetized…
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…