twilio - TJ's Blog

Twilio’s Spring Surprise

Much to the relief of industry insiders, Twilio is keeping its Segment business. Some feared that Twilio would bow to investor pressure, and that would…

The Four Growth Investments You Must Make

The five companies I watch—Bandwidth, LinkMobility, Sinch, Upland, and Twilio—ended 2023 with $9.2 billion in revenues. Collectively, they are projected to end 2024 with a…

The Klaviyo Papers

In a series of posts I call ‘the Klaviyo papers’ I wrote about Klaviyo’s business model. Klaviyo, like Attentive before it, and Twilio before it,…

The Not-So-Secret Salesforce Playbook

Salesforce made “as-a-Service'' a noun. Attach it to the end of any category, and the business model is self-evident. Not only has Salesforce a SaaS…

Messaging and Growth in the Pandemic

By March 2020, the pandemic had shut down the world. Its effect on businesses was swift and brutal. Airlines, hotels, restaurants, manufacturing, retail, health, and…

Three Key Learnings from Twilio, Sinch, and LinkMobility Earnings

Twilio, Sinch, and LinkMobility together brought in a total $7.6 billion in revenue for 2023, and there are three learnings from their earnings reports. Efficiency…

Growth and Valuation in 2024

The seventh week of the year kicks off the earnings season for the messaging space. On Valentine’s Day, within twenty-four hours of each other, Twilio,…

An FCC Ruling puts a Spotlight on Customer Data Platforms

Last week we discussed the first three FCC rulings from December. This week we examine the final ruling and its industry impact. The FCC ruled…

Twilio Announces a Transition

Ariana Huffington, Bill Gates, Ben Chestnutt, Jeff Bezos, Marc Benioff, Michael Dell, and Steve Jobs changed entire industries and, in some cases, the world. HuffPost…

A Look into Q3 Earnings of Twilio, Klaviyo and Others

In the latest round of Q3 earnings in the CPaaS sector showed a steady march towards profitability and responsible growth. Growth and the CPaaS Market…

My Best Advice — John Lauer

John Lauer is your archetypical serial entrepreneur. While most famous for founding Zipwhip—sold to Twilio for a whopping $952 million (based on the closing date…

September 2022: Chat with Ajit Pai and other Discussions

One of the highlights of my September was the recently concluded Mobile Ecosystem Forum’s MEF Connects USA conference. I helped bring together a lot of…