Twilio: More Revenue Growth Acceleration

seekingalpha2021-08-02

Summary Twilio's revenue growth continued to accelerate, reaching $670M and 67% growth. Twilio remains positioned to deliver long-term elevated growth. Despite often guiding for flat sequential ...

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精彩评论

MIe
2021-08-02
MIe
Twilio a growth biz as forward earnings potential #
WwwQY
2021-08-02
WwwQY
Exponential growth
- MIe:
  Yes Twilio growth
Jfm9513
2021-08-02
Jfm9513
Good
- Dennis1015:
  ye s
Maxcrusader
2021-08-02
Maxcrusader
Interesting
- njkk:
  Pls like thanks
- Mxxww:
  Yes
- NewbieLeo:
  honestly, not the best service provider we've tried
- Mythology:
  nice

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Instead, Twilio’s continued performance has validated the rising stock price, and the price never returned back below $200 and is already much higher. It is not a fluke.\nFurther, Twilio has recently more strength in its international business, which grew from 27% to 32% of revenue.\nOne often mentioned criticism about Twilio is its relatively low gross margin, which was 54% in the quarter. Twilio has seen some margin pressure due to the reacceleration and strength of its legacy SMS product. Nevertheless, many of Twilio's newer products (such as the Flex cloud contact center and Segment) are often significantly above the corporate average, rivaling traditional software or SaaS margins.\nOn the business side, Twilio introduced two notable products. First, Segment Journeys is the integrated product from the acquisition. 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Even if the P/S would collapse to just 10x, then a $100B market cap implies nearly 60% stock upside.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":805201112,"gmtCreate":1627880457636,"gmtModify":1631888326568,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3577182936341023","authorIdStr":"3577182936341023"},"htmlText":"Twilio a growth biz as forward earnings potential #","listText":"Twilio a growth biz as forward earnings potential #","text":"Twilio a growth biz as forward earnings potential #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805201112","repostId":1169823439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":805857994,"gmtCreate":1627871768618,"gmtModify":1633755738601,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"htmlText":"Exponential growth","listText":"Exponential growth","text":"Exponential 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like thanks","text":"Pls like thanks","html":"Pls like thanks"},{"id":5398981,"gmtCreate":1627869767230,"gmtModify":1635162324094,"authorId":3555242813505063,"author":{"id":3555242813505063,"idStr":"3555242813505063","authorId":3555242813505063,"name":"Mxxww","avatar":"https://static.tigerbbs.com/cfb9318242c50cf27c3aae35b18c9953","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":805818374,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"},{"id":5399182,"gmtCreate":1627870902668,"gmtModify":1635162306023,"authorId":3582883416532133,"author":{"id":3582883416532133,"idStr":"3582883416532133","authorId":3582883416532133,"name":"NewbieLeo","avatar":"https://static.tigerbbs.com/1d67674084088d7a0f8f4d8152ba870e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":805818374,"type":1,"supId":0,"prevId":0,"content":"honestly, not the best service provider we've <u>tried</u>","text":"honestly, not the best service provider we've <u>tried</u>","html":"honestly, not the best service provider we've <u>tried</u>"},{"id":5409324,"gmtCreate":1627956085537,"gmtModify":1635161463918,"authorId":3581631227222192,"author":{"id":3581631227222192,"idStr":"3581631227222192","authorId":3581631227222192,"name":"Mythology","avatar":"https://static.tigerbbs.com/190cafdd30075e07fb377edd392ed682","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":805818374,"type":1,"supId":0,"prevId":0,"content":"nice","text":"nice","html":"nice"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":64,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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