Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction
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..
Klaviyo Q2 2025: From Channels to Full-Stack AI CRM
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..
Bandwidth Q2 2025 Earnings: AI Makes Voice a Revenue Driver
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??
CM.com H1 2025 Earnings: AI Drives Engagement, Financial Performance Mixed
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..
Sinch Q2 2025 Earnings: Margins Solid, AI and RCS Real, But Revenue Growth Lags
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.
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..
Route Mobile Activates Founder Mode (and Other Earnings News)
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.
