๐Ÿš€๐Ÿค‘ Twilio (TWLO) – More than meets the eye with this absolute MONSTER๐Ÿš€๐Ÿš€๐Ÿš€@Deltalake takes a swim in the River Twilio๐ŸŒŠ๐Ÿค‘๐Ÿš€ via /r/wallstreetbets #stocks #wallstreetbets #investing

๐Ÿš€๐Ÿค‘ Twilio (TWLO) – More than meets the eye with this absolute MONSTER๐Ÿš€๐Ÿš€๐Ÿš€@Deltalake takes a swim in the River Twilio๐ŸŒŠ๐Ÿค‘๐Ÿš€

๐Ÿš€๐Ÿค‘ ๐Ÿค‘๐Ÿš€Twilio (TWLO)๐Ÿš€๐Ÿค‘ ๐Ÿค‘๐Ÿš€

TLDR; Twilio is a cloud services and communication platform. The company's software helps app developers embed voice, text and video, and facilitates communication between cloud-based platforms. Demand for that software has risen due to the pandemic, which has reduced face-to-face contact. Firms have price targets as big as $550 and Alex M from Baron Funds is super super long the stock. Along with Fastly (FSLY), this is a very safe and solid 20-30% growth stock in the next 3 months.

Equities research analysts expect that Twilio Inc. (NYSE:TWLO) will announce sales of $453.46 million for the current fiscal quarter, Zacks reports. Eight analysts have provided estimates for Twilio's earnings, with estimates ranging from $450.07 million to $458.00 million. Twilio reported sales of $331.22 million during the same quarter last year, which indicates a positive year-over-year growth rate of 36.9%. The firm is expected to issue its next quarterly earnings results on Wednesday, February 3rd.

Investors clearly believe Twilio has established itself as a vital service. The company's stock price has tripled this year, boosting Lawson's fortune to an estimated $2.3 billion. Lawson recently talked by video to The Associated Press.






"At third quarter's end, a total of 71 of the hedge funds tracked by Insider Monkey were long this stock, a change of 8% from one quarter earlier. On the other hand, there were a total of 63 hedge funds with a bullish position in TWLO a year ago. With the smart money's positions undergoing their usual ebb and flow, there exists a few notable hedge fund managers who were increasing their holdings considerably (or already accumulated large positions). "

"Twilio added 8,000 customers in the quarter, growing its customer base by 20% year-over-year. Dollar-based net expansion rate of existing customers clocked in at an impressive 137%. Revenues rose 52% year-over-year. Operating margins expanded 285 basis points. What was an operating loss in the year ago quarter, swung to a profit this quarter โ€” marking the third consecutive quarter of positive operating profits."

" In 2021, we will get widespread distribution of multiple Covid-19 vaccines, which will spark consumer behavior normalization and a rebound in general economic activity. Amid this rebound in economic activity, corporate spending will rebound. This rising tide will lift all boats in corporate spending budgets, Twilio included. "

Twilio over Fastly? That's the Question. Thoughts?

Position: 100 shares at $305

Submitted December 09, 2020 at 02:28AM by deltalake
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