Tag Archives: Twilio

Messaging Monopolies

Subtitle: US #SMSspam club’s EBITDA is $2.4B The motivation to create this post came in part from a post by James Crawshaw of Omdia on the movie, “The Network”. James referred to the monopolies in America, and how AT&T was broken up and then put together again by bankers with the exception of Verizon (Bell […]

TADSummit Podcast Episode 1

On our first TADSummit podcast we focus on STROLID and their CTO Thomas Howe. We introduce Giovanni (Johnny) Tarone, and the important role he will play in bringing investors to the TADS community and extending the no BS policy more broadly across the industry, as we fight for the programmable communications / telecoms industry. All […]

CXTech Week 32 2023 News and Analysis

The purpose of this CXTech Week 32 2023 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]

Twilio’s Q2 Revenue Jumps, losses halved. An end to the PE Vultures Circling?

Update 1. Wow, this article is generating some discussion and lots of direct messages. I’ve updated to likely make everyone equally annoyed by the analysis. Twilio reported Q2 2023 revenues of $1.04B, and earnings of 54c per share, both above analyst expectations. Earnings were 86% above analyst estimates! The big shift was losses dropping from […]

CXTech Week 31 2023 News and Analysis

The purpose of this CXTech Week 31 2023 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]

CXTech Week 30 2023 News and Analysis

The purpose of this CXTech Week 30 2023 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]

CXTech Week 29 2023 News and Analysis

The purpose of this CXTech Week 29 2023 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]

CXTech Week 26 2023 News and Analysis

The purpose of this CXTech Week 26 2023 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]