TWLO - Disruptor Alert: These 3 Companies Are Pioneering New Communications Services
Software -- specifically of the variety delivered via the cloud -- has been one of the best investing motifs of the last decade. The age of mobility has spawned all types of new use cases, and the now tried-and-true business model has organizations around the globe using software to update their business models for the 21st century.
The scramble isn't over yet, though, and communications services are undergoing rapid change due to new software and technological capabilities. With a new decade nearly here, supercharged returns driven by disruptive businesses is still in the cards. Anaplan (NYSE: PLAN), Twilio (NYSE: TWLO), and NVIDIA (NASDAQ: NVDA) are our disruptive companies worth consideration.
Anaplan has created a new software category it hopes will be an entire industry someday: connected planning. Driven by its proprietary technology it calls Hyperblock, its platform connects an organization's data and plans (be they financial, hiring, supply chain, etc.) with its decision-makers. Connecting all of the above with each other, Anaplan can help with efficiency, keep everyone playing on the same page, and ultimately help drive better decision making.