Ray McNamara 04:59 PM 10/13/2020

$BAND "positive from the deal" is over. The stock is falling. #sell to fix the profit

Ray McNamara 04:37 PM 10/12/2020

$BAND is buying Voxbone for EV=€446M (6x EV/Sales) to drive international expansion. CPaaS market consolidation is on a way. Who is the Next target? $VG Vonage?

Voxbone is a communication as a service (CaaS) company headquartered in Brussels, with offices in San Francisco, Austin, London and Jassy (2nd city in Romania).

#neutral

Max Carey 11:23 AM 10/03/2020

Twilio recent increase in expectations for Q3 revenue indicates that CPaaS market has huge demand. Out of four public US players Bandwidth $BAND and $TWLO already had a good run while Vonage $VG and 8x8 $EGHT still have a lot of room to catch up. If the CPaaS market is good indeed we will see it in their Q3 and Q4 revenue and the stock price will increase #buy

Ray McNamara 04:26 AM 09/23/2020

$MSFT itwoduces Azure Communication Services - CPaaS platform. Now it will compete with Twilio $TWLO, Vonage $VG, Bandwidth $BAND and 8x8 $EGHT. If the competition is not very successful Microsoft might decide to acquire one of the mentioned above players #neutral

azure.microsoft.com/en-us...ervices/