CY09
2022-08-27

$Twilio(TWLO)$Unprofitable company 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 rangenge

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Comments

  • PandoraHaggai
    2022-08-30
    PandoraHaggai
    Looks like it's only good for speculation, right?
  • HilaryWilde
    2022-08-30
    HilaryWilde
    Twilio's profitability keeps me away from it,
  • BellaFaraday
    2022-08-30
    BellaFaraday
    The fundamentals of the stock are terrible.
  • Maria_yy
    2022-08-30
    Maria_yy
    It looks like shorting Twilio is a good bet.
  • EvanHolt
    2022-08-30
    EvanHolt
    As a value investor, I wouldn't buy Twilio.
  • daz888888888
    2022-08-30
    daz888888888
    Agreed - strong sell
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