Revenue and earnings beat vs consensus. Revenue +65% YoY and dollar based net expansion still above 130%. M&A pipeline robust as most vertical used communication companies can’t succeed stand-alone (the Segment acquisition will do $200M of ARR on a $3B purchase price last year). Adding to $TWLO position
Linked trades
Twilio at $299.37
eCom / SaaS / CryptoOctober 28
delos's avatar
@diggityOctober 28
i think i might add to my position as well
Nathan Worden's avatar
Saw $TWLO was down 16% and am also planning to add

Author

Related

Already have an account? Log in