$TWLO Bank of America analyst Nikolay Beliov said SendGrid and Flex call center offerings provide potential revenue upside for Twitch in coming quarters. “Flex could add $50mn-$200mn+ on top of current CY20 Street ests and should be accretive to margins LT,” Beliov wrote. He said Twilio has a clear path to at least $2 billion in annual revenue by 2021.