guides by TJ Thinakaran
Last quarter, I pointed to Klaviyo absorbing carrier pass-through fees as one of the clearest signals of product strength. In an industry where everyone else…
Jensen Huang tells us that our AI agents will text us the most. Twilio’s $1.5B in quarterly receipts suggest he may be right and that…
A sign of steady stewardship is when a change of stewards doesn’t disrupt the business. Sinch’s first earnings call under Acting CEO Jonas Dahlberg delivered…
Klaviyo’s quarter says two things clearly: The core business is still healthy, and the move upmarket is working. Revenue grew 28% YoY to $358M. Non-GAAP…
Sinch had yet another profitable quarter. But the bigger news was CEO Laurinda Pang announcing that she intends to step down once a successor is…
Revenue was over $1.4B, up 20% YoY reported and 16% organically. Voice grew 20%, messaging grew 25%, and software add-ons like Branded Calling and Conversational…
Braze, Bandwidth, and now Klaviyo joined Twilio, Sinch, and LINK with a share buyback program. In a sector that has taken a shellacking, buybacks signal…
Braze’s Q4, like Klaviyo’s results, begs the question: If SaaS is dead, then why are both of them pushing 30% YoY growth? Braze is saying…
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…