Fundamental Analysis of Twilio
On this episode of the Fundamental Analysis show, we discussed Twilio (TWLO), the communication API company.
Highlights from the Show:
Consistent 60-80% YoY sales growth
P/S above 15
Used by plenty of large customers like Twitch and Lyft, Uber used to use them but left to build their own in-house network
Dollar-based-net-expansion rate of 140%
Listen to the full show: