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$TWLO quarterly results - Revenue +62%YOY (includes SendGrid revenue) 179K active customers vs. 64K at the end of Q4 '18 Dollar based net expansion rate = 124% vs. 147% in Q4 '18 Adj. diluted EPS unchanged YOY 2020 revenue outlook = +30-31%YOY growth I have a positionPrikaži ovu nit -
$TWLO beats on earnings and revenue, raises forward guidance....but their stock is down because...just because? -
$TWLO earnings today after the close. -
Just listened to the
$TWLO earnings call. Not going to pretend I understood all of it, but it's clear most of the analysts were asking questions about the company's plan to invest more in the business next year (resulting in the lower EPS).Prikaži ovu nit -
Five Big After-Hours Earnings From 3 Hot Market Areas; Futures Rise https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-rally-qualcomm-twilio-paycom-peloton-earnings-movers/ …
$QCOM$TWLO$PAYC$PCTY$PTON$MPWR$TSLApic.twitter.com/mZ9V5QFezP
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Oh nooo...Blocked by another dimwit. If you post thoughtless shit (like comping
$TWLO to$MSFT on a P/S multiple) I’m going to call you out. Short whatever this mindless guy touches.#MoMoFoMo pic.twitter.com/uKoqtkdqae
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$TWLO down (6%) AH to $120 '19 YOY: Rev: $1.1B, up 75% - includes SendGrid in Feb '19 Loss: (362M) -Relationships w/$LUV,$PYPL, Blablacar -179K Active Customer Accounts -Verified SMS by$GOOG to$TWLO Platform '20 Outlook Rev: $1.48B Loss from Ops: ($55M) MA (50): $108.67 pic.twitter.com/0CamKT5XWM
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$TWLO Was trading at $150 then sold off last summer/fall only to turn up in December & January. A $130 stock it is not! Slowing revenue growth & zero EPS growth is not going to justify these levels. This stock is due for a nice haircut. Weakness in SaaS stocks again? pic.twitter.com/U6NSwThbEA
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$TWLO This is what has the stock down Fourth Quarter Base Revenue Dollar-Based Net Expansion Rate of 124% -
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Time to get out of
$twlo -
$TWLO is 118.5 at 2:17 -
$twlo see you at 100. Kidding. Software cycle they doing make on 4th qtr -
$TWLO Twilio, afterhours 1min pic.twitter.com/Ckac98R8hY
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$TWLO These are the real numbers, not the BS combined numbers. This is very impressive. 36% growth at over $1 billion in revenue is huge. pic.twitter.com/RbCpbVERe1
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Čini se da učitavanje traje već neko vrijeme.
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