$TWLO Twilio's acquisition of Segment is another indicator that the company 1) feels organic growth is not enough 2) is very far from thinking about profitability - losses are growing. EV/FWD EBITDA is 305, EV/Sales is 35. Too many signs to be #bearish!
Max Carey 11:23 AM 10/03/2020
Twilio recent increase in expectations for Q3 revenue indicates that CPaaS market has huge demand. Out of four public US players Bandwidth $BAND and $TWLO already had a good run while Vonage $VG and 8x8 $EGHT still have a lot of room to catch up. If the CPaaS market is good indeed we will see it in their Q3 and Q4 revenue and the stock price will increase #buy
Max Carey 04:31 PM 10/02/2020
$TWLO +13% today... just on indication that the company is going to beat its previous guidance!
John O'Donoghue 05:40 PM 10/01/2020
$TWLO Shares of cloud communications company Twilio rose as much as 10% in extended trading on Thursday after the company said in a filing that it expects more third-quarter revenue than the $401 million to $406 million range it had provided in August.
Twilio is not afraid of Azure communications cloud! #buy
Ray McNamara 04:26 AM 09/23/2020
$MSFT itwoduces Azure Communication Services - CPaaS platform. Now it will compete with Twilio $TWLO, Vonage $VG, Bandwidth $BAND and 8x8 $EGHT. If the competition is not very successful Microsoft might decide to acquire one of the mentioned above players #neutral
Twilio Inc. develops and publishes internet infrastructure solutions. The Company offers cloud computing platform to allow web developers to integrate phone calls, internet protocol voice communications, and text messages into web, mobile, and phone applications. Twilio serves customers worldwide.