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…
US customers sent 2.2 trillion text messages in 2020. In other words, the wireless operators have created a big party—one which application developers, marketers, and software companies…