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…
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,…
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…
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…
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…
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…
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…
I knew writing about Twilio's ZipWhip acquisition would take time. I didn't expect it would require over 6,000 words across six posts. Of all the posts,…
Wireless networks are universal, pervasive, and heterogeneous. They are a fertile testbed for interoperability-driven innovation. Text messaging is but one example of how complex event…
In the payments industry, your leverage is your proximity to the payment providers: Visa, MasterCard, and American Express. In the messaging industry, your leverage is…
In 2016—the year it went IPO—Twilio had 36,000 customers paying it $270M to transmit messages. This was an eight-fold increase in revenue and a three-fold…
Twilio paid $800 Million to acquire ZipWhip. At 10x revenue, the valuation was high for the asset. As deals go, it wasn't the biggest in…