guides by TJ Thinakaran
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…
Earnings calls, like job interviews, are self-serving narratives. That doesn’t mean they’re untrue, just that companies carefully frame the story they want the market to…
When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market.…
If you measure progress by focus, Braze made a strong case this quarter. Revenue held steady at $162.1M, up 20% year over year. Free cash…
This week’s results delivered two very different messaging narratives: LINK is doubling down on RCS and OTT, while Upland has officially exited messaging. Upland is…