— Topic —

    Data

    2 receipts tracked • 0% industry hit rate

    — Filed —

    2 receipts on Data

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    RECEIPT #CORY-T

    NOV 14, 2018

    Missed it.

    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.

    RECEIPT #MICHAE

    APR 28, 2026

    Too early to tell.

    PREDICTION BY

    Michael Kingston
    I would say um uh the top 10% of agencies are are truly in it in it for the customer to win. So everyone um is just looking for finally a a clean set of data to make better decisions and then I think as as we progress as a business alien my my and we have more experience working with a broader set of agencies. Um I think yeah maybe if you speak to me in a few years time I might have a different uh bias but that's my honest answer uh for you right now.

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.