guides by TJ Thinakaran
Bandwidth’s Q4 is a Rorschach test. If you stare at reported revenue, you’ll see a business that shrank about 1% YoY and missed the easy…
Sinch’s Q4 read like an F1 driver giving a calm strategy update mid-race at Monza. The Americas strategy is working, buybacks are delivering, and the…
Twilio’s Q4 was the championship trophy for a year defined by transformation. If Q2 was Federer in flow and Q3 showed Djokovic-like discipline, Q4 was…
Klaviyo’s earnings results kicked off the earnings season for my cohort and my 5th year of this blog. Between double-digit revenue growth, SMS-driven cross-sell, the…
Braze delivered double-digit growth, beat Q3 expectations, and raised Q4 guidance. Large customers showed up in force, and AI moved from narrative to measurable contribution.…
While the fundamentals across the cohort companies held steady, yet with the exception of Twilio and CM.com, valuation multiples were down across the board. It’s…
LINK Mobility is proving that M&A discipline scales. Margins are expanding, cash is compounding, and RCS volume is growing triple digits, yet organic growth fell…
Sinch posted another quarter of stable gross profit growth and record profitability. Gross profit rose 5% organically YoY to SEK 2.3B (~$246M), with gross margin…
Klaviyo’s revenue rose 32% YoY to $311M, with NRR at 109%, non-GAAP margin 14.5%, and Rule of 40 at 47%. This puts it among fewer…
Twilio notched its fifth straight quarter of accelerating double-digit growth, reaching $1.3B in revenue. It set a new record in both profit ($235M non-GAAP op…
Last quarter, Bandwidth positioned voice as the new platform. This quarter, it showed that voice can scale profitably. Revenue came in at $192M, up 11%…
Last quarter, CM.com leaned on efficiency, Halo’s early traction, and tight cost control to offset softness in Connect and Pay. This quarter, it posted record…