Twilio Inc. ($TWLO) Earnings (Q1 FY22)

 Twilio Inc. ($TWLO) Earnings and Opinion:


Twilio is a company in the Communication Services sector and operates in the Internet Content and Information industry. The company provides a cloud communication platform that allows developers to operate customer engagement with software applications. Twilio was founded in 2008 and is currently headquartered in San Francisco, California. The company was first traded on the stock market in 2016.

Twilio EPS and Revenue (Q1 FY22):

  • EPS of $0.00 beating expectations of -$0.22
  • Revenue of $875.36M beating expectations of $863.68M
Twilio Q1 Financial Highlights:
  • Revenue was up 48% Y/Y
  • 268,000 Active customer accounts
  • Non-GAAP income of $5M
  • GAAP net loss of $217.8M
Opinion: 
Twilio is currently moving higher after reporting earnings after the market closed today. The company beat expectations in both the revenue and EPS category. They saw revenue growth of 48% and saw bbump in the amount of active accounts. They did report a loss on a GAAP basis but an income on a Non-GAAP basis. The stock price has taken a huge hit since the end of last year, as every tech stock has. The company is a high-growth stock and has a lot of room for improvement. The company seems to be growing at a solid rate and is looking to expand their business. The business model is very hard to understand, and takes a lot of technology brain power to understand it. The business model is very good for people in the tech industry and especially software developers. It helps them out a lot and is basically a communication boost for them. For current valuation, the P/S is now at a good value, and it doesn't have a P/E ratio due to no positive earnings yet. Personally, I do not have any shares of this company. I do not plan on buying any in the near future either. I don't understand the business fully and would be making a risky investment with not a lot of knowledge. I want them to lower the costs of research and marketing so they can become profitable. They are doing a good job of getting customers, but they are doing it at a high price. 

*Information from Twilio, MacroTrends, Yahoo Finance, Google

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