Braze: Potential For A More Profitable SaaS Company By FY25, But Macro Is Still Challenging
Braze shares could outperform its peers in 2023, and the company’s management sees signs of stabilization. I see shares as undervalued and would be...
599 Views
Klaviyo IPO Preview and Valuation Analysis: A Fast-Growing Marketing Automation Unicorn
Klaviyo, a fast-growing marketing automation unicorn, filed to go public and may raise ~$286M. IPO valuation looks attractive, and I see 30%+...
913 Views
Customer.Io's Path To $100M
TL;DR: Customer.io has grown annual recurring revenue (ARR) to $50M, up 35% year-over-year, riding the rise of product-led growth. Now, they’re...
105 Views
Colin Nederkoorn, Founder & CEO At Customer.Io, On The CDP Layer In Messaging
Sacra interview with Colin Nederkoorn, founder & CEO at Customer.io.
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Klaviyo: The $665M/year HubSpot For Ecommerce
TL;DR: IPO is on the horizon for Klaviyo—a company that rode the wave of Shopify’s growth to $665M in annually recurring revenue as the preferred...
91 Views