Description
Like most of its tech peers, Twilio has also taken a beating in the markets even though its last results were not too bad. In fact, the company delivered an all-around beat in the previous quarter and has had some interesting developments. There have been a few isolated regions of softness, particularly in bitcoin, consumer on-demand, and social sectors. The company’s customer and developer conference, SIGNAL, was held virtually during the quarter in the North American, EMEA, and APAC regions. They had an intriguing lineup planned as they examined the convergence of technology, innovation, and consumer engagement. They also announced the general availability of the Twilio Segment for Healthcare & Life Sciences by integrating Protected Health Information (PHI) data throughout a patient’s treatment. Given the current macro-economic climate, we are neutral on Twilio and give it a ‘Hold’ rating with a revised target price.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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