The Q4 2024 Valuation Update

The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages..

Somos Acquires Sekura.id

Most MEF on-stage events are well-scripted affairs. But sometimes, just sometimes, you get a hot-off-the-presses announcement. xConnect CEO Eli Katz got on stage with Sekura.id’s Mark Harvey to announce xConnect’s acquisition of Sekura…

Countdown to April 11 with Alexis Buese

Bradley partner Alexis Buese is no stranger to these pages. She’s contributed to the One Expert, One Topic series and co-authored our deep dive into the Reassigned Number Database.

Braze Buys Offerfit

$325M. Bam. Just like that, the cohort’s first major acquisition news dropped. You could argue that it’s not an acquisition in the messaging space; you may even argue that Braze isn’t a traditional messaging platform. But the strongest acquisitions aren’t about tradition..

WhatsApp Hits Pause on Marketing

Starting April 1, 2025, WhatsApp business messaging will pause all marketing use cases in North America. This temporary move aims to “enhance the consumer experience” and applies specifically to marketing, not conversational or informational messages, which will continue as usual..

Infobip’s Messaging Report Changed My Mind

I’ve long maintained that Apple’s support for RCS was a red herring. The industry had a ton of work to do—everything from customer onboarding to brand education—that could be tackled while waiting for Apple to change its mind…

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