TWLO Shares Plummet

A.J.
I think they are going to use twilo and a competitor and try to get theirs working. Maybe I am wrong but I have not heard that Uber has their own system up and working yet. But reading this article it would seem to me that uber does not have their system set up yet.

William Blair’s Bhuvan Suri commented in a report that Twilio’s announcement was “unexpected” as Uber is looking to shift to a multi-sourcing vendor program to optimize its communication needs by use-case and geography.

Uber is looking to find a vendor (or vendors) that can satisfy its price and quality requirements. The analyst believes Uber was already using Nexmo’s technologies prior to the change as many larger businesses tend to dual source.

But at the end of the day, Uber has now added several new vendors which has a “direct negative impact” on its usage of Twilio.

So if you are asking if they have tested other vendors product I would say yes they definitely have. But I am not saying they wouldn’t have tested their own product if they had it, I am stating I doubt they have their own product yet.

It makes sense to me that Uber would want different vendors supplying them service. Most call centers that I have seen always have a vendor and then another for back up. You never want to put all your eggs into a basket. But all the call centers I have seen have never gone out and try to build out their own infrastructure.

So that is where I am coming from A.J. I just do not think UBER has their own communications service built out.

Andy

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