RECEIPT #CORY-T
NOV 14, 2018
PREDICTION BY
Cory Treffiletti“"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.
ORIGINAL SOURCE
The Media Online