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 ...
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 ...
Hi Everyone! Catch the replay of my interview on Stock Geek Out with Reggie and Thomas Thio at The Financial Coconut. We discussed about the current market environment, my investing philosophy and went over investment ideas such as Facebook, Twilio, and Alibaba! Enjoy! https://www.youtube.com/watch?v=4FmgZkBz8SU
To all my readers, As some of you may know, I left my full-time employment to focus solely on this publication and I’m immensely thrilled to share with you my deep-dive research reports on the companies on my watchlist. For my first deep-dive report, I’ve worked with the author of investingcurator.com to bring you a company we are both incredibly excited about.
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