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For a more in-depth analysis on Twilio (NYSE:TWLO), I'd like to direct readers to my Twilio deep dive. This is a review of Twilio's recent Q1 results. Enjoy!
Investment Thesis
Twilio is the leading cloud
Twilio Q1 Review: Cautious Optimism
Summary
- Twilio released Q1 earnings with Revenue beating estimates by a mere 1%.
- Q2 Guidance was weak as the company faces tough YoY comps. However, Twilio expects a reacceleration of growth for the back half of the year.
- Unprofitability remains the biggest concern when investing in Twilio, especially in today's market environment.
- However, the company has strong competitive advantages and remains the dominant player in the cloud communications and customer data platform category.
- On the other hand, the stock trades at the lowest valuation multiple ever, offering compelling value for investors.
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Analyst’s Disclosure:I/we have a beneficial long position in the shares of TWLO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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