Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.
Three patterns run through Twilio's acquisitions — what it looks for, how it pays, and how it folds in what it buys.
9 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.
Added the leading email API platform to Twilio's cloud communications platform, giving developers a single best-in-class platform spanning voice, messaging, video and email. $2.6 billion (all-stock; 23.4 million Twilio Class A shares issued at close; announced at ~$2 billion in Oct 2018 at a 0.485 exchange ratio).
Increasingly, our customers are asking us to solve all of their strategic communications challenges - regardless of channel. Email is a vital communications channel for companies around the world, and so it was important to us to include this capability in our platform.
Acquired the market-leading customer data platform to unify customer data with Twilio's engagement cloud, building toward a full customer engagement platform across service, marketing, sales, product and analytics. $3.0 billion GAAP total purchase price ($2.5 billion of Class A stock issued at closing; ~$3.2 billion estimated transaction value as announced, including shares/equity awards subject to future vesting).
Data silos destroy great customer experiences. Segment lets developers and companies break down those silos and build a complete picture of their customer.
Expanded Twilio's toll-free business-messaging use case and strengthened high-quality, high-throughput traffic via direct carrier connections in the United States. $838.8 million adjusted purchase price ($418.1 million cash and $419.2 million fair value of ~1.1 million Class A shares; announced as ~$850 million in an equal blend of cash and stock).
Messaging is becoming a preferred way for consumers to engage with brands, therefore it's critical to provide multiple messaging options.
Acquired a Czech Republic developer of contact-center reporting and analytics to add speech analytics and workforce-optimization capabilities to Twilio's contact-center offering (Twilio Flex). $21.8 million (cash, of which $3.2 million held in escrow).
Acquired a Germany-based developer of complete software mobile-network infrastructure to bolster Twilio's programmable wireless / connectivity technology. $11.1 million (cash, of which $2.0 million withheld for an 18-month term).
Acquired a Sweden-based messaging provider specializing in SMS solutions to strengthen Twilio's global messaging capabilities and carrier relationships. $23.0 million (cash, of which $5.0 million held in escrow for 18 months).
Acquired an IoT connectivity and device-management platform (completed in late fiscal 2019) to extend Twilio's programmable connectivity into secure Internet-of-Things use cases; transaction value not disclosed.
Acquired a Brazilian cloud-communications provider (completed in late fiscal 2019) to expand Twilio's voice and contact-center presence in Latin America; transaction value not disclosed.
Acquired an India-based CPaaS / business-messaging provider to expand Twilio's messaging footprint and channel presence in the fast-growing Indian and Asia-Pacific markets; transaction value not disclosed.