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Twilio

  • Sectors:
  • IP Telephony
  • Productivity Apps
  • APR21

    ftp

  • JAN21

    withdrawal

  • OCT20

    e-commerce

Updated 2021 outlook

Expansion rates among Twilio’s existing customers simply dummy text of the printing and typesetting industry.

TOP TAKEAWAYS -

  • In Twilio’s Q4 Earnings Call, management continually spoke to the company’s opportunities for growth as more organizations accelerate their digital transformation initiatives and rely on Twilio for their digital customer engagement. Our data supports this claim, as Twilio continues to gain market share (penetration) among organizations spending positively on Public Cloud Architecture.
  • Finally, ETR’s Forecast Model indicates there is a 60 - 80% chance for Twilio to beat revenue consensus by 2% for the fiscal quarter ending 3/31/2021.
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  • 98
  • Survey Respondents
  • Representing $30b in annual IT Spend
  • 14Fortune 500
  • 21 S&P 500
  • 28Global 2000

Distribution of the Survey Answers

  • 8% adoption
  • 44% increase
  • 42% flat
  • 4% decrease
  • 2% replacing

Twilio - Single Vendor Aggregate

The historical response breakdown for Twilio; the blue line represents Net score while the yellow line represents Market share.

Single Vendor Aggregate
  • adoption
  • increase
  • flat
  • decrease
  • replacing
  • net score

Twilio Spend Focus - Respondent Subsample

Spending Intentions for Twilio by customer type (Index, Region, Vertical, etc.)

Respondent Subsample

Twilio Spend Focus

Spending Intentions for Twilio across all Sectors that track it

Single Vendor View