I think they've already made that clear: sell off the underperforming data & applications units.

But my feeling is they really just want to strip the company for parts and/or sell it to private equity.

I'm having trouble parsing this against what Twilio does. Are they talking primarily about the Segment acquisition? I primarily know Twilio as an SMS gateway.

Twilio already uses aggressive sales strategies. They make you deposit $20 to test out their API AND THEN they tell you to get approved by talking to customer support.

I was unable to get approved so I guess I'm out $20 for no reason. They have the worst dev experience I've ever seen.