Tanla Posts Tepid FY 2025 Results

Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now generate roughly 29% of enterprise revenue, while reliance on international long-distance (ILD) SMS has slid below 10%.

Mailchimp and What SMS Can Learn from Email

Mailchimp ranks among tech’s greatest bootstrapped exits. With almost no outside capital, the founders sold it for $12 billion, an “infinite IRR” outcome by any measure.

CM.com Releases Q1 2025 Results

CM.com kicks off the Q1 earnings season. It reported increased profitability on declining revenue. Yet ARR increased YoY, and overall message volume remained flat.

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.

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