CY09
2022-11-04

$Twilio(TWLO)$Latest results show it is on course to losing about 700 mil per year. while company forcast profitability next year, it is non gaap which excludes the dilutive effects of share based compensation which kills existing shareholders. It will not be profitable until 2026 based on trajectory

By then, about 1 billion share based compensation would have been issued which means dilution of about 10% of shares base. Furthermore we will not know how much profits it earns in 2026 (likely 200 mil based on growth rate). A sell and I expect shares to be worth in the $20s range

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Comments

  • bubblyx
    2022-11-04
    bubblyx
    $50 TWLO trading clese to 1 times Revenue, CASH $near $5 BILLION. REVENUE$4 BILLION & GROWING. This is insane..
    • CY09

      Then they have to use the $5 billion to do share buyback, the sell down is high

  • cheerzy
    2022-11-04
    cheerzy
    The more revenue they book, the more they lose. Competition is eating their lunch. If they lower their pricing, they will lose even more. $5 stock soon.
  • wigglyz
    2022-11-04
    wigglyz
    3Q22 TWLO revs increased $243M over 3Q21. $4B cash. 177M shares outstanding. At least worth $100/share. Way oversold!
  • BoJio
    2022-11-04
    BoJio
    Okk
  • Zen0321
    2022-11-04
    Zen0321
    👍
  • fish118
    2022-11-04
    fish118
    k
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