Glad I was just watching and not holding for that earnings report. Just over 30% YoY rev growth excluding ZipWhip rev.

$TWLO management is notorious for underpromising and overdelivering on rev and net income, so I expected a bigger beat on net income as CEO Jeff Lawson has repeatedly talked about getting to profitability.

I like the big Twilio Flex customer win, since I think help desk is an underrated piece of the CRM stack, but that’s really the only positive I got from the call.

Looks like I’ve got some more time before jumping in. I’m continuing to look for the opportunity when they get closer to profitability.