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.
From Tussle to Town Hall: Bringing Infobip and Attentive to the Conversation

When we started, we had a two-way standoff. Twilio argued customer engagement had stalled because AI hadn’t closed the trust gap..
Braze Joins the Twilio vs. Sinch Customer Engagement Tussle

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.
Twilio vs. Sinch: The Tussle of Two Reports

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