TWLO

November 4, 2019 Summary Twilio shares have compressed to a point at which they present an attractive value for investors. The results announced on Oct. 30 were an accustomed beat of a few percent on revenue and a few pennies in terms of EPS. Guidance, however, was less than the prior consensus, by about 2%-3%…

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November 9, 2018 Summary Twilio reported results of its September quarter earlier this week. The results were a complete blow out with strong beats in terms of revenues, customer adds and even operating margin performance. The company raised guidance noticeably, although to a point that’s probably still excessively prudent. The shares rose 35% on the…

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Feb. 20, 2018 Summary Twilio reported results of its fiscal Q4 last week. The company achieved exceptional growth in Q4 – particularly after adjusting for the “Uber” impact, and saw some operating leverage. The company increased its forward guidance, although it seemingly was quite restrained in its forecast. Gross margins ran a bit ahead of…

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Feb. 20, 2018 Summary Twilio reported results of its fiscal Q4 last week. The company achieved exceptional growth in Q4 – particularly after adjusting for the “Uber” impact, and saw some operating leverage. The company increased its forward guidance, although it seemingly was quite restrained in its forecast. Gross margins ran a bit ahead of…

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Dec. 12, 2017 Summary Last week, Twilio held its analyst day but the shares showed little reaction. The company’s shares fell sharply last month, despite what might have been viewed as a decent quarter. Twilio shares have not attracted positive investor notice since the company announced that Uber was essentially de-emphasizing its usage of Twilio…

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August 25, 2016 Summary Twilio, born in 2008, has recently sold its initial shares to the public, and they are up by almost 4X since that point less than 2 months ago. The company does enjoy a leadership position in a hot space – providing developers with the tools they need and the platform in…

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