twilio - TJ's Blog

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.…

One Expert, One Topic — Nick Parmar Talks CX Platforms

With a robust background as a Global Product and Sales Leader, Nick Parmar has consistently propelled global sales growth and spearheaded business development in highly…

Klaviyo Flexes into the Enterprise to Deliver a Stellar Q2

Klaviyo reported $222 million in revenue with a 35% year-over-year growth rate and SaaS-like 77% gross margins. At this rate, it is possible that the…

Q2 Earnings from Twilio, Sinch, Bandwidth, and Upland

At $1.1 billion in revenue, with a 51% gross margin and improved free cash flow, Twilio took the prize for both earnings and profitability beats.…

Why Everyone Should Root for Twilio to Win Its TCPA Lawsuit

Twilio is the target of a TCPA complaint that could redefine the industry’s compliance landscape. TCPA complaints are routine for any large communications platform; however,…

Braze Delivers a Strong Quarter

With 117% Net Dollar Retention (NDR), $15 million net cash flow, and 44% of revenue from non-US customers, Braze delivered a strong quarter despite a…

The 2024 SaaS Growth Snapshot

Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these…

Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings

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;…

Pass-Thru Fees & the Asymmetric SMS Market

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 Three Kinds of Interoperability Every Startup Needs to Know

“Interoperability” is a long word to write and say. Yet it’s at the heart of any David vs. Goliath tech story. The success of any…