Twilio: Undervalued With Blistering Growth Ahead
Summary
- Twilio is a leader in communications as a service. Its customers include Netflix, Airbnb, Salesforce, and more.
- The company is poised to ride secular growth trends in communications, cloud contact centers, Big Data, and even IoT.
- The stock price has been butchered and is now undervalued intrinsically and relative to historic multiples.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.