guides by TJ Thinakaran
While most companies reported solid financial performance, the market’s response was anything but uniform. As transparent as public market valuations are, they don’t always track…
With revenue up 24% YoY to $180M and EPS at five times above consensus, Braze beat on both top and bottom lines. OfferFit is integrating…
Klaviyo laid off roughly 100 employees last week. Reflexively, it looks like cost cutting. Layoffs are still common across tech, so it’s easy to slot…
This year alone, LINK has spent over $160M in acquisitions, and it’s not done yet. So, yes, while we will unpack its Q2 earnings, we’ll…
Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in…
Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came…
Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political…
In its earnings call, CM.com directly addressed the Connect revenue decline, Halo’s early adoption metrics, and its maintained EBITDA guidance despite Pay and Engage headwinds.…
Sinch reported expanding margins, strengthening cash flow, and integrating AI into its core platform. Gross profit rose 6%, adjusted EBITDA grew 8%, and leverage dropped…
Tanla started FY26 with quiet confidence, delivering its second consecutive quarter of revenue growth (up 1.6% sequentially). OTT channels are clearly gaining traction, now accounting…
It’s not just Amazon’s Ring that’s going into founder mode. Route Mobile announced the return of Founder Rajdip Gupta as CEO and managing director. More…
In the first quarter, the top three US wireless carriers—AT&T, Verizon, and T-Mobile—generated $83B in combined revenue. Google earned $90B, and Meta earned $42B. Yet…