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. The martech names took the worst beatings, with Klaviyo, Braze, and Upland hit hardest. And yet, the entire cohort made more money last year than the year before. As much as the stock market is a machine, it’s a complicated one when it comes to tying asset price to value….
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Braze earnings Klaviyo Sinch Twilio

09 Mar

With RCS, URLs Are Dynamite

Native URL support is one of RCS’s simplest yet most powerful features. It enables developers to effortlessly create sophisticated app experiences…

17 Mar

Upland Announces Q4 2024 Results

Last year, I questioned whether Upland was preparing for an M&A, given its sluggish growth, lack of clear product momentum, but high gross margins. I still have no clarity on that front…