Twilio: Reality Is Kicking In

Nov. 08, 2022 5:00 PM ETTwilio Inc. (TWLO)11 Comments
Niki Schranz profile picture
Niki Schranz
2.5K Followers

Summary

  • Shares of Twilio have cratered on yet another disappointing earnings report in Q3 2022.
  • The recent report showed slowing growth, gross profit pressure, operational issues with recent acquisition, unambitious profitability targets, and a management team that seems out of touch with shareholder interests.
  • The stock looks dirt cheap on an EV/S basis and compared to historical levels. Will the company become meaningfully profitable in the future?

U.S. Markets React To UK Referendum On EU Membership

Drew Angerer

Disclaimer: All investment/financial opinions expressed in this article are from the personal research and experience of the author and are intended as educational material. Any information or analysis in this article is not a recommendation to buy or sell any

pastedGraphic_1.png

Twilio Price (YCharts)

pastedGraphic_3.png

Twilio Quarterly Revenue Q3 2022 (Twilio Earnings Presentation Q3 2022)

pastedGraphic_4.png

Financial Framework Twilio (Twilio Investor Day Presentation 2022)

pastedGraphic_6.png

Twilio EV to Revenues (YCharts)

This article was written by

Niki Schranz profile picture
2.5K Followers
I am an individual investor from Europe. My investment decisions are based on fundamental analysis and long-term thinking. My goal is to find and invest in companies with the potential to yield high returns in the long term. I study earnings releases, conference calls, announcements, and basically everything I can find about the stocks I own. When I find the time, I like to write down some of my thoughts. My portfolio (as of December 2022): AAPL, AMZN, CRWD, DDOG, GOOG, MA, MDB, MNDY, NET, NFLX, OKTA, PYPL, SHOP, SNOW, UPST, ZM, ZS. My content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment decisions.

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.

Recommended For You

Comments (11)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.