JAA'S Analyst Blog - Current Posts

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Well, this was fun. I was recently on a video panel with two colleagues - Blair Pleasant and Raul Castanon - hosted by Rob Scott of UK-based UC Today. The CPaaS space is obtuse and not well-understood, but it sure is booming. Doesn’t help to be led my companies with funny-sounding names that give no clues about what business they’re in - Twilio, Plivo, Sinch, etc.

We’ve seen this movie before, and if you haven’t checked lately, the share prices for the public players are on fire, and the rest of the world is just catching up. Don’t let the names fool you - these are smart companies doing cool things, and they’re just getting started.

Cue the walk-on music for analysts, whose stock-in-trade is digesting all this and explaining it to various audiences in various ways. I’ve been in that camp for a while now, and things like CPaaS keep our tribe pretty busy. We did our best here for our CPaaS moment, and kudos to Rob Scott for putting this toegether. It’s been making the rounds on social, and if you haven’t seen it yet, here’s the link. I hope you enjoy it, and if you have more pressing questions vital to your company’s success, I’m not hard to find.