Twilio Inc


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SKU: TWLO Category:


Twilio delivered a strong set of 2021 results as a result of positive customer outcomes but its stock has taken a beating as a result of multiple factors such as rising interest rates and geopolitical tensions. The company has a strong market position in its space with their cloud communications platform and customer data platform. Twilio has recently announced a partnership with Teleperformance and its HGS has also made significant progress, with more than 20 customers switching to Flex. The company showed a 52% organic growth which is truly exceptional and goes on to justify the high valuation. Although that segment of the business is growing rapidly, Twilio’s application services category, including a number of the products such as pre-Segment, pre-SendGrid, non-telephony-based cost products, is growing even faster. Overall, we believe the stock has plenty of steam left in it, especially after the recent correction. Therefore, we give it an ‘Outperform’ 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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