Receipt

    Filed September 5, 2026

    Missed it.

    The short version

    Cory Treffiletti predicted on November 14, 2018: “"The coming 12 months will see the big tech stacks snatch up their CDP toolsets. ... My prediction is, acquisitions in this space will heat up in Q1 and round out by Q3 2019."” Verdict: Missed it. The window came and went quietly: the big stacks (Adobe, Oracle, Salesforce) built rather than bought…

    Prediction by

    Cory Treffiletti

    On November 14, 2018

    "The coming 12 months will see the big tech stacks snatch up their CDP toolsets. ... My prediction is, acquisitions in this space will heat up in Q1 and round out by Q3 2019."

    Follow-up

    The window came and went quietly: the big stacks (Adobe, Oracle, Salesforce) built rather than bought in 2019. The flagship CDP deal landed a year after his window closed - Twilio's $3.2 billion all-stock acquisition of Segment in October 2020. Direction right, timing wrong - and the timing was the prediction.

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