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..
The Good, The Interesting, The Unknown—the Q1 Download
Earnings calls, like job interviews, are self-serving narratives. That doesn’t mean they’re untrue, just that companies carefully frame the story they want the market to hear…
The Q1 Valuation Recovery
When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market…
Braze Announces Q1 2025 Results
If you measure progress by focus, Braze made a strong case this quarter. Revenue held steady at $162.1M, up 20% year over year…
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%.
