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Backed by deep industry expertise, TJ guides startups through key growth stages with a focus on software, startups, and simplicity.

10

Aug

Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in free cash flow of $263M..

10

Aug

Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came in at 14%, and free cash flow at $59M..

06

Aug

This blog has always lived in your inbox. Now it’s landing somewhere new: your native messaging app..

03

Aug

Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political texting revenue in a non-election year??

03

Aug

In its earnings call, CM.com directly addressed the Connect revenue decline, Halo’s early adoption metrics, and its maintained EBITDA guidance despite Pay and Engage headwinds..

30

Jul

Lodema Steinbach has innovation in her blood. Her grandfather invented the popsicle—and when it didn’t take off fast enough, he paid neighborhood kids to ask for it in stores until demand caught up..

27

Jul

Sinch reported expanding margins, strengthening cash flow, and integrating AI into its core platform. Gross profit rose 6%, adjusted EBITDA grew 8%, and leverage dropped to 1.3x, enabling share buybacks. 

27

Jul

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..

27

Jul

Sometimes pricing moves can backfire spectacularly. Consider India’s experiment with ILD SMS pricing..

27

Jul

When we started, we had a two-way standoff. Twilio argued customer engagement had stalled because AI hadn’t closed the trust gap..

21

Jul

And then there were three. Twilio argued customer engagement is stalled because AI hasn’t closed the trust gap. Sinch said the problem is that disconnected systems sabotage your customer conversations. Now Braze adds a third perspective—we rarely understand the human at the end of the phone.

21

Jul

It’s not just Amazon’s Ring that’s going into founder mode. Route Mobile announced the return of Founder Rajdip Gupta as CEO and managing director. More on the founder mode label later. 

13

Jul

As a law, the TCPA is allergic to certainty. That’s been true for as long as I’ve testified and advised in these cases.  For a decade I’ve advised defendants, endured depositions, and churned out hundreds of pages of expert opinions. Yet every TCPA case still manages to surprise me…

09

Jul

Alla has always championed resilience and self-reliance. While still in college, she supplemented her stipend by interpreting for international organizations entering the former Soviet bloc after the fall of the Iron Curtain. Her work took her to the most remote corners of the newly independent states, where she witnessed the uphill struggle of nations trying to build democracy from scratch…

06

Jul

The top two players in customer comms just dropped big reports on what’s wrong with customer engagement…

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