$Twilio(TWLO)$ ‌$Twilio(TWLO)$

2022-11-05

$Twilio(TWLO)$ ‌$Twilio(TWLO)$‌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

The company has 4+ billion in short term investments and cash but is not willing to deploy it to share repurchase even at US$42 (no announcement for last night sell down). This means even the management do not think they should pull the trigger yet. This means selling is bound to go, I expect shares to be worth in the $20s range. They definitely have to increase the pricing of their services as they have strip their workforce to the barest.

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Comments

amazinggrace
2022-11-05
amazinggrace
Thanks for sharing
smee
2022-11-05
smee
yes I do like this one
潘小明
2022-11-07
潘小明
Ok
CY09
2022-11-05
CY09
ok
JnJ2gther
2022-11-05
JnJ2gther
k
Ragz
2022-11-05
Ragz
Bearish

Leave a comment

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