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;…
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Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings
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…
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2024 Earnings Season Kicks Off
“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…
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The Three Kinds of Interoperability Every Startup Needs to Know
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…
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Messaging and Growth in 2024
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.…
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An Update on Tata Communications
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…
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The Four Growth Investments You Must Make
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…
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Messaging and Growth in the Pandemic
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,…
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Growth and Valuation in 2024
Last year I shared the most popular emails as per Substack. Here are my most-clicked blog articles as per my WordPress plugin: 1. My Best…
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My Ten Most-Clicked Posts of 2023
Be a manager long enough, and you'll either initiate a staffing cut or be asked to execute one. There is plenty of literature about who,…
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The Confidential Layoff Spreadsheet You Keep to Yourself
The goal of onboarding is to make the new employee a contributor as soon as possible. It is crucial to get it right, and yet…
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A Simple Plan to Keep Your New Hire Excited
I stumbled on the questions I wrote about last week circa 2013-14. Fresh from our first round of funding (Series A to fund EZ Texting's acquisition), I…
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How to Score Your Budgeting Mindset