Tag Archives: Twilio

Podcast 69: Truth in Telecoms. Non-GAAP = Not Real.

Podcast Directory Johnny’s got another buyer for Tyntec, let’s see this time 😉 He then jumped onto how Tata Communications had their underwear pulled over their collective heads in the Kaleyra deal. Without contracts from the carriers there is no TCR (The Campaign Registry) business, and to get those contracts today requires collusion. Compound that … Continue reading Podcast 69: Truth in Telecoms. Non-GAAP = Not Real.

Podcast 68: TADSummit Innovators, Matthew Smith, Industry4.0

Podcast Directory At the TADSummit event later this year we’ll have a theme on Industry4.0. TADSummit has always included programmable Industrial IoT (Internet of Things), with presenters from Twilio and Stacuity. However, the role of programmable communications in Industry 4.0 is so much greater than IoT. This became apparent last year in the side conversations … Continue reading Podcast 68: TADSummit Innovators, Matthew Smith, Industry4.0

Podcast 67: Truth in Telecoms, MEF Member Wrestling

Podcast Directory After the success of Podcast 65 across the summary and deep dive videos about TNID, we currently have a total of 1724 views after only a couple of days since publishing. Johnny lured Noah back for a head to head verbal wrestling match on how we can solve the spam SMS problem. Noah … Continue reading Podcast 67: Truth in Telecoms, MEF Member Wrestling

Podcast 63: TADSummit Innovators, Eric J Troutman, The Czar of TCPAWorld

Podcast Directory Eric is a partner at Troutman Amin LLC, Czar of TCPAWorld.com, President of ‘Responsible Enterprises Against Consumer Harassment’ (R.E.A.C.H), and one of the country’s prominent class action defense lawyers. Ever since Eric reviewed an FCC filing by Latham Watkins in response to a Rick Joyce filing, we’ve been fans. This was an excellent … Continue reading Podcast 63: TADSummit Innovators, Eric J Troutman, The Czar of TCPAWorld

Podcast 61: Truth in Telecoms, Bird is Back : Kevin Loving Life.

Podcast Directory A busy weekend: Robert Vis continues to deliver on his plan to transform the programmable communications industry. Announcing on his TADSummit Innovator’s podcast (over 5k views) focusing on the value add for customer communications and bringing the price of SMS close to cost. Sinch did not like that, especially when Bird dropped prices … Continue reading Podcast 61: Truth in Telecoms, Bird is Back : Kevin Loving Life.

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