Company Profile:

Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate communications within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, and video capabilities into their applications. The company was founded in 2008 and is headquartered in San Francisco, California.

Recent News:

On November 10, 2021, the company released its 2021 Growth Report, which offers insights and best practices from the tech industry’s top growth organizations. The report identifies three key takeaways for growth leaders: Quality data fuels rapid business growth; Growth leaders drive organizational innovation; The discipline of growth is maturing.

The company reported revenue of $740.2 million for the third quarter of 2021, up 65% year-over-year. GAAP net loss per share attributable to common stockholders, basic and diluted, of $1.26 based on 177.2 million weighted average shares outstanding in the third quarter of 2021, compared with GAAP net loss per share attributable to common stockholders, basic and diluted, of $0.79 based on 147.5 million weighted average shares outstanding in the third quarter of 2020.

On August 19, 2021, the company unveiled its Developer Toolkit, a unique set of developer tools that gives companies unprecedented flexibility to customize their customer data stack and deliver truly differentiated customer experiences using the Twilio Segment CDP.

Fundamental Analysis:

Ninestocks analyzes several different financial aspects: Growth, Profitability, solvency and efficiency.

Growth – Measures the growth of both the company’s income statement and cash flow.

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Profitability – Measures the historical price movement of the stock.

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Solvency – Measures the solvency of the company based on several ratios.

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Efficiency – Measures the strength and historic growth of a company’s return on invested capital.

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Conclusion:

TWLO’s strengths can be seen in its strong growth and better efficiency compared with its peers. Technical indicators signal the bullish signs, as there is a bullish crossover in the Stochastic oscillator, the MACD is trying to cross back up and the RSI stands at 41.47 with positive bias. We rate Twilio (TWLO) a STRONG BUY.