Tag Archives: Twilio

Podcast 35: Truth in Telecoms, Good Grief Charlie Brown

Podcast Directory This week provided direct objective evidence that CPaaS is no longer the acronym to use with Wall Street. Twilio’s results exceeded most analysts’ expectations, but the outlook and Segment review sent the stock in decline, see below. Sinch who produced good results maintaining gross margin at 33.5% and revenue growth. Initially went up, … Continue reading Podcast 35: Truth in Telecoms, Good Grief Charlie Brown

Podcast 30: Truth in Telecoms: Flipping the Bird with Robert Vis

Podcast Directory We were planning on bringing guests on soon, and when Robert Vis joined our conversation on Linkedin about renaming MessageBird to Bird, potentially taking over Twilio, and dropping SMS margins by 90%. Well, the opportunity presented itself. You can see below the impact Robert had on the market yesterday. Thanks to Mark Hay … Continue reading Podcast 30: Truth in Telecoms: Flipping the Bird with Robert Vis

Podcast 19: Truth in Telecoms, T-Mobile did What?

This is possibly the last Podcast of 2023, we may squeeze one in next week depending on how people react to this one. It’s very spicy! As you’ll see in the video, Johnny was fired up because of what TMO (T-Mobile) announced last night, see image below, a new set of fines. Timed while many … Continue reading Podcast 19: Truth in Telecoms, T-Mobile did What?

Podcast 15: Truth in Telecoms. Booyah! A line in the sand.

Johnny is either lucky or prescient or perhaps a bit of both. He’s been highlighting the importance of Swifties on social issues. Spam SMS and robocalling have become critical social issues in the US due to ineffective action and messaging monopolies within the Telecom ecosystem. And Time Magazine’s woman of the year is Taylor Swift! … Continue reading Podcast 15: Truth in Telecoms. Booyah! A line in the sand.

Podcast 14: TADSummit Innovators, Ken Herron, UIB

Podcast Directory TADSummit Innovators, Ken Herron, UIB Johnny gives a preview of what’s coming on Friday’s Truth in Telecoms. How Jim Cramer appears to be the new Twilio CEO. See my post on how Wall Street are hampering Twilio’s future (8k impressions). How Wall Street has decided we’re now called CPaaSAI – you heard it … Continue reading Podcast 14: TADSummit Innovators, Ken Herron, UIB

Podcast 13: Truth in Telecoms, Dirty Cop Suckers

Podcast Directory Lots of news this week. The big one is Silvio Kutic (CEO of Infobip) joining the SMS spam discussion with “Text spamming is out of control. Here’s how to stop it.” Johnny discovered his favorite word of the day, bippers, the collective noun of Infobip employee. Twilio has another infection of activist shareholders, … Continue reading Podcast 13: Truth in Telecoms, Dirty Cop Suckers

Podcast 11, Truth in Telecoms, What did Tata Buy?

Podcast Directory In this Thanksgiving Special Podcast we cover how the Swifties will stop voice and SMS SPAM in North America. BTW, Johnny, after watching the latest Taylor Swift movie, has become a Swifty. We review Breitbart’s coverage of the election interference and coverup detailed in Bill Peter’s complaint. https://www.breitbart.com/tech/2023/11/17/lawsuit-alleges-campaign-text-robocall-infrastructure-tied-china-biased/ The breaking news is on … Continue reading Podcast 11, Truth in Telecoms, What did Tata Buy?

TADSummit Podcast 9: Truth in Telecoms

Podcast Directory CPaaS and AI M&A Taking the lead from Twilio, we’re all CPaaS and AI companies these days, rather the programmable communications 😉 Johnny posted on the latest Twilio results, and I baited him on what a Twilo and tyntec tie-up could look like. Johnny reviews his experiences with tyntec, the unique position they … Continue reading TADSummit Podcast 9: Truth in Telecoms

TADSummit 2023: Open Source

Open source telecom software is the foundation upon which programmable telecoms / communications is built. It is also a critical technology for telcos to make the leap to Techco. Put simply, if telcos continue to use their legacy closed source vendors, the Techco vision will not happen. This advice comes from the fixed line telcos, … Continue reading TADSummit 2023: Open Source

TADSummit Podcast Episode 7

Podcast Directory TADSummit Innovators This is an amazing multi-decade review of Dave Horton‘s telecoms journey, through Open Development Systems, Pactolus that supported the prepaid calling card industry so he and Johnny have much in common, to where we are today with Drachtio and Jambonz, enabling CPaaS to run on free and open source software. I … Continue reading TADSummit Podcast Episode 7