Jensen Huang tells us that our AI agents will text us the most. Twilio’s $1.5B in quarterly receipts suggest he may be right and that…
Revenue was over $1.4B, up 20% YoY reported and 16% organically. Voice grew 20%, messaging grew 25%, and software add-ons like Branded Calling and Conversational…
Braze, Bandwidth, and now Klaviyo joined Twilio, Sinch, and LINK with a share buyback program. In a sector that has taken a shellacking, buybacks signal…
Twilio’s Q4 was the championship trophy for a year defined by transformation. If Q2 was Federer in flow and Q3 showed Djokovic-like discipline, Q4 was…
Cross-sell is the single biggest revenue multiplier after retention, but it rarely behaves like a flywheel at scale. I’ve long been a skeptic of cross-selling…
Twilio notched its fifth straight quarter of accelerating double-digit growth, reaching $1.3B in revenue. It set a new record in both profit ($235M non-GAAP op…
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.…