Twilio Inc


SKU: TWLO Category:


Twilio had a pretty good performance in this quarter and surpassed Wall Street expectations on all fronts. The company is finding efficiencies in ensuring and marketing its pricing reflects the value it has been providing to explore novel and new ways of tapping into the vibrant partner ecosystem. This has led to an opportunity for the company to shift more to its selling capability to software and, at the same time, make sure that it is leveraging more capacity of self-service for customers. Twilio is preparing to launch its own Engage solution. The company believes that this tool is the foremost growth solution that is built on the CDP (Customer Data Platform). Some areas like social, consumer-on-demand, and crypto continue to perform quite well. In the quarter, Twilio signed the largest eight-figure Flex deal. The management is continuing to move its focus to up stack to drive the growth of the long term with a high focus on profitability. The Syniverse transaction concluded in the quarter will prove beneficial to the company in the long term. We provide the stock of Twilio with an ‘Outperform’ rating and a revision in the 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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