Tanla Q1 FY26 Earnings: Muted Growth, Soft Margins, AI and RCS Critical

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 for nearly one-third of overall revenue.

Meanwhile, platform investments—highlighted by an imminent AI-native platform launch in Southeast Asia and expanded RCS deployments in Indonesia—are moving forward steadily. Still, with margins under pressure and cash flow turning negative this quarter, Tanla needs platform bets to translate quickly into meaningful returns. Execution in the next few months will be crucial…READ MORE

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09 Mar

With RCS, URLs Are Dynamite

Native URL support is one of RCS’s simplest yet most powerful features. It enables developers to effortlessly create sophisticated app experiences…

17 Mar

Upland Announces Q4 2024 Results

Last year, I questioned whether Upland was preparing for an M&A, given its sluggish growth, lack of clear product momentum, but high gross margins. I still have no clarity on that front…

Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction

Twilio delivered its fourth straight quarter

Klaviyo Q2 2025: From Channels to Full-Stack AI CRM

Since its IPO, Klaviyo hasn’t had

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