guide - TJ's Blog

LINK Mobility Reports a Solid Q2

Like its peers, LINK Mobility showed strong results in Q2. Unlike its peers, however, it is the only CPaaS company to report double-digit improvements in…

Klaviyo Flexes into the Enterprise to Deliver a Stellar Q2

Klaviyo reported $222 million in revenue with a 35% year-over-year growth rate and SaaS-like 77% gross margins. At this rate, it is possible that the…

Q2 Earnings from Twilio, Sinch, Bandwidth, and Upland

At $1.1 billion in revenue, with a 51% gross margin and improved free cash flow, Twilio took the prize for both earnings and profitability beats.…

The 2024 SaaS Growth Snapshot

Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these…

Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings

Overall, the cohort delivered double-digit revenue growth but with some disclosing single-digit declines; many showed no appetite for M&A, but one is evaluating eleven acquisitions;…

2024 Earnings Season Kicks Off

CPaaS earnings season kicks off in a week, and even temperamental optimists like myself are pensive. This marks the first de-risked year—the first year-over-year comparisons…

The Three Kinds of Interoperability Every Startup Needs to Know

“Interoperability” is a long word to write and say. Yet it’s at the heart of any David vs. Goliath tech story. The success of any…

Messaging and Growth in 2024

In Messaging and Growth in the Pandemic, we unpacked the drivers of pandemic-led growth. We discussed why it was a one-time event, with little to…

An Update on Tata Communications

When Tata Communications acquired Kaylera, I thought it would be a simple swap and a way to introduce a more global perspective. This was naïve.…

The Four Growth Investments You Must Make

The five companies I watch—Bandwidth, LinkMobility, Sinch, Upland, and Twilio—ended 2023 with $9.2 billion in revenues. Collectively, they are projected to end 2024 with a…

Messaging and Growth in the Pandemic

By March 2020, the pandemic had shut down the world. Its effect on businesses was swift and brutal. Airlines, hotels, restaurants, manufacturing, retail, health, and…

Growth and Valuation in 2024

The seventh week of the year kicks off the earnings season for the messaging space. On Valentine’s Day, within twenty-four hours of each other, Twilio,…