Investment Thesis Map
We mined Twilio’s acquisitions, investments, and partnerships to discern the company's strategic priorities.
Twilio is a leader in the communications platform-as-a-service (CPaaS) industry, with revenue of $2.8B in 2021.
Players in the CPaaS space provide API and SDK solutions to facilitate omnichannel communication and enable consumer-facing companies to incorporate live chat, messaging, video chat, voice call, and other customer engagement features directly into their website or mobile app.
This can help consumer-facing companies increase online conversion rates and customer satisfaction, reduce the time and investment needed to add communication features into web and mobile applications, as well as facilitate the customization of communication channels to meet different customer needs.
The Covid-19 pandemic has accelerated adoption of CPaaS solutions, making messaging and in-app chat solutions essential for companies, whether large brands or smaller, consumer-facing businesses, to manage record volumes of customer service requests and convert more online customers.
Twilio is taking advantage of the tailwinds to expand its product offering and grow into new business lines.
Using CB Insights data, we uncovered the 4 most important strategic priorities highlighted by Twilio and Twilio Ventures’ recent acquisitions, investments, and partnerships. We then categorized companies by their business relationships with Twilio across these priorities.
- Communication channels
- Internet of things (IoT)
- Conversational AI
- Contact center infrastructure
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