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Comments (18)

Are you sure about twlo operating leverage? Analysts have 2021 as a down year for earnings but break even in 2022 and 50cent eps by 2023
A comparison with apple to orange?
The growth of Vonage CPaaS is over 40%, video comunication is growing over 100%. Api segment about 70%. On the graph is Vonage's total revenue. Where is their old consumer business (VoIP).VoIP is dropped by 10% y.o.y. and Vonage is in the process of selling VoIP. At least now VOIP part is smaller and smaller in sum of VG revenue so VG grow will be more visible and to average observer.
BeatingTheJoneses profile picture
Well written. Gained a follower. Thank you.
@BeatingTheJoneses ONLY be a follower if he's right don't you mean ? haha give it time see what happens next quarter and the quarter after. If JR's right then give the pat on the back . :)
BeatingTheJoneses profile picture
@JAMESISTHEGREATEST no. He did a pretty objective analysis. It would also be folly to judge an analyst on a quarter or two. Who the hell knows what the stock will do in a quarter or two? If an analyst is telling you they know, quit reading.
It’s important to note that Vonage is currently the number one CPaaS vendor in the APAC region
SNOW is the correct answer!
It’s chart tells U so
Better than both is Vonage.
TWLO trades at 19x revenue and VG trades at less than 4 x revenue.

TWLO Inc. is the market leader with a 38% share. The #2 Vonage (VG) holds11.8% of the market.
JR Research profile picture
@corto1936 Thanks for sharing!
I wouldn't be a buyer of either one. TWLO is operating in commodity markets with sub-par quality (in my view, speaking as a developer). SNOW is interesting but outrageously expensive.
yieldhunter196 profile picture
@tkarl so whats your choise at the moment?
@yieldhunter196 In this space I'm holding $ESTC and $VMW. Neither is especially cheap, but somewhat more reasonable valuation.
@tkarl estc is an incredible value
alchemist11 profile picture
Thanks. I've been holding off on SNOW because of the valuation.
JR Research profile picture
@alchemist11 SNOW's premium valuation needs to be taken into perspective. But yes, it's still expensive
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