hapabapa
Trading at around $60 at the time of writing, Twilio’s (NYSE:TWLO) valuations have come down significantly. One of the reasons is growth slowing down as shown in the chart below while its strategically important Segment business, formerly known as Twilio Data & Applications, continues to underperform.
Even its foray into artificial intelligence with Customer AI since August last year has not helped the stock.
Amid such a backdrop, the objective of this Buy thesis is to show that the operational review of the Segment business could unlock value, and there has also been progress in cash generation. First, to reflect the market’s view, I provide an overview of the challenges faced.
Competition Challenging Growth
Twilio is a cloud communications company specializing in APIs (application program interfaces) or software codes that make possible the transmission of data between different providers. Just think of…
