A number of call center companies reported earnings in the last few weeks, so it’s time once again for an informal, semi-regular, not-at-all-intended-as-investment-advice look at what’s going on. Twilio and RingCentral both had a bumper crop of news and their stock prices have reflected that; this continues the momentum from the last time we talked about them.
We’re going to cover Cisco and Vonage for the first time, because there’s a lot of call-center-related news there. We’re not covering Avaya today because they don’t report for another two weeks, but we’ll do a stand-alone post on them. (Lots going on there.) Continue reading