After visits with three "leaders" in cloud-hosted communications - Twilio (TWLO), RingCentral (RNG), and 8x8 (EGHT) - Rosenblatt analyst Ryan Koontz said he came away with "positive indications on all tactical fronts." Twilio expressed high confidence in its market leadership position in APIs and noted no changes in the competitive environment; RingCentral indicated that it continues to move "aggressively" up-market; and 8x8 management said they feel all issues are addressed following past major missteps with its channel program and said its pipeline now reflects more healthy demand, according to Koontz. He has Buy ratings on Twilio and RingCentral and a Neutral rating on shares of 8x8.