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FORUM TRANSCRIPT

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

  • Multi Asset
  • TMT
  • North America
PREMIUM

Specialist

Former executive at Syniverse Holdings Inc

Agenda

  • 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

Questions

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