Leo Fasciocco is a technical expert focused on both long and short ideas that are based on breakouts...
Twilio Targets Customer Engagement
09/26/2017 5:00 am EST
Twilio (TWLO) is one of the most exciting growth stories out there. And the CEO’s recent Bloomberg TV interview re-ignited our conviction in the story, asserts Todd Shaver, growth stock expert and editor of BullMarket.com.
Twilio is an exciting addition to the communications space. It is a developer platform that powers communications for more than 40,000 global companies, including Netflix (NFLX), Airbnb, and Lyft.
Twilio has emerged as a simple way for companies and software teams to begin adding communications capabilities to their applications in the form of text, video, and voice.
This provides companies with the flexibility that they need to implement more engaging customer experiences into their daily operations.
Twilio was built around the growing desire to provide a better customer experience for end-users and companies alike.
Across numerous industries, enterprises have begun to recognize that the only way to truly differentiate their businesses from other competitors in the marketplace, is to give their customers an experience that is seamless, integrated, and engaging.
Unfortunately, it’s difficult to achieve that level of service when your communication technology is not all run from one central place.
Sometimes the daily news is just noise. You have to step back and do a simple fundamental analysis. What does this company do? Why is the value proposition a winner? What is the big picture story?
Twilio has this nailed in spades and the CEO provided a great reminder of that to the equity markets this week talking on Bloomberg.
Look at revenues for the past three years. $89 million in 2014. $167 million in 2015. $277 million in 2016. (Note: they’ve already done $180 million in the first six months of 2017.)
With revenue growing greater than 30% and nearing $500 million, the momentum is there and we are still early. Repeat, we are still very early on this company. Where is this company’s growth going to stop? (Hint: it isn’t.) Take a hard look at owning this company.
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