twilio - TJ's Blog

Klaviyo and the Loyalty Use Case

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.…

The Good, The Interesting, The Unknown: Breaking Down Twilio’s Investor Day

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…

The Q3 2024 Valuation Update

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…

Twilio Completes the BFCM Picture

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.…

A 10DLC Origin Story

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,…

One Expert, One Topic — Melissa Blassingame Talks Branded Calling

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…

Sinch, LINK, Klaviyo, and Upland Report on 2024 Progress

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…

Twilio and Bandwidth Deliver a Stellar Q3 2024

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…

The Good, The Interesting, The Unknown: a 2024 Earnings Check-In

In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…

Klaviyo Leads the 2024 Valuation Race

At over ten times its last twelve months’ (LTM) revenue, Klaviyo leads the valuation race. Its $8.31 billion valuation puts it in the same zip…

The Growth Endurance Calculation

Growth endurance measures a company’s ability to sustain high revenue growth as it scales. It’s calculated by dividing the current year’s growth by the previous…

Braze Rounds Out the Q2 2024 Earnings Cycle

The last one to release its results, Braze too presented healthy revenue growth—a first-ever non-GAAP profit—and gave some interesting insights into its RCS adoption roadmap.…