Tag: Twilio

Thoughts on Twilio’s Q1 2022 results

Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million from Zipwhip. Organic revenue  grew 35% YoY. The loss from operations increased by 10.4% YoY, from $197.3m to $217.8m.  Loss per share came in at $1.23 on 180.9m shares, from $1.24 on 167.2m shares. Active ...

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Twilio is Back at Pre-COVID valuations?

Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today, the valuations have come down to pre-COVID levels of around 11.9x P/S but the company has become stronger than before. Management has guided for 30%+ revenue growth over the next three years and I am ...

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