Syniverse – Twilio Investment & 2021 Business Outlook – 23 March 2021

  • Multi Asset
  • TMT
  • North America


Former executive at Syniverse Holdings Inc


  • Syniverse's operating environment – demand environment for next 12-18 months across CDMA (code division multiple access), GSM (global system for mobile communications), P2P messaging and enterprise messaging
  • Twilio (NYSE: TWLO) strategic investment – who benefits more, strategic priorities and outlook for Communication Gateway product
  • Implications from rise of RCS (rich communication services) on P2P (person-to-person) messaging business
  • Outlook for 2021 and beyond – enterprise growth trajectory, potential wildcards and downside risks


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited