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I am skeptical, a bit, of their longterm ability to fight off margin compression. What do people use them for? If minutes of calling, inbound or outbound, tha
by patrickg_zill 10y ago
I am skeptical, a bit, of their longterm ability to fight off margin compression.
What do people use them for?
If minutes of calling, inbound or outbound, that is trivial in terms of switching costs.
If sms, there are plenty of competitors, including teli.net (disclaimer, I know people that work there), haven't directly compared pricing however.
The real question to ask is how much lockin they have managed to generate. Without lockin they will eventually suffer margin compression.
- fenesiistvan 10y agoThis is a good question since there are a lot of software available which can easily replace the Twilio service, so instead of monthly payments you can host it yourself for much less. I think that Twilio is doing well only with small customers as the biggest customers could save a lot by self-hosting the same service. In fact you just need to install an Asterisk or some other Softswitch and on the client side use something like the mizu webphone which has all the Twilio's capabilities like API for call, video, chat, SMS, presence and others.