• Brett Schafer

Fundamental Analysis of Twilio

On this episode of the Fundamental Analysis show, we discussed Twilio (TWLO), the communication API company.

Highlights from the Show:

  1. Consistent 60-80% YoY sales growth

  2. P/S above 15

  3. Used by plenty of large customers like Twitch and Lyft, Uber used to use them but left to build their own in-house network

  4. Dollar-based-net-expansion rate of 140%

Listen to the full show:

  1. Spotify

  2. Apple Podcasts

  3. Google Podcasts


#Twilio #podcasts #Stocks #InvestingPodcasts #Investing #FundamentalAnalysis

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