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..

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..

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