guides by TJ Thinakaran
At its investor day, Twilio promised 21% non-GAAP income by 2027 and $3 billion in free cash flow over the next three years—goals it confidently…
Contrary to popular opinion, SaaS is not dead. Even during the industry’s post-pandemic reckoning, this notion felt misinformed and sensationalist. That doesn’t mean SaaS hasn’t…
In 2022, the CPaaS industry was punished for the “excesses” of 2020–21. In 2023, we cleaned up our act. In 2024, we demonstrated that steady,…
Klaviyo has maintained its position as a stock market darling. Trading at over thirteen times last-twelve-months (LTM) revenue, its $11.53 billion market cap places it…
Speaking of inherent biases in frameworks, mine is the focus on the health of the SMB segment. Especially the focus on the “small” in small…
With a 23% year-over-year (YoY) increase in revenue and $600M in ARR, Braze rounded out the Q3 2024 (its FY 2025) earnings results for the…
Sinch recently held its first-ever capital markets day—a major milestone for any company. This event is a chance for leadership to present the company as…
With the exception of Klaviyo, sustaining momentum within increasingly demanding markets remains a challenge for the cohort. Over 80% of Klaviyo’s top fifty customers use…
Not only did the two companies outperform their Q3 targets, but Twilio and Bandwidth also raised their FY 2024 guidance. RCS was top of mind…
In one week, the US will elect a new president; in four weeks, the biggest Black Friday / Cyber Monday (BFCM) ever will kick off…
Earlier this year, I mentioned that Tata Communications is a complex business, which is why simply replacing Kaylera with Tata in my CPaaS financial discussions…
Before the interest rate reduction, Sinch, Bandwidth, Upland, and LINK Mobility (four of the seven companies) traded at a discount to their last twelve months’…