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

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