IB Net Payout Yields Model

Twilio: Be Careful What You Ask For


  • Twilio reported a surprise profit when reporting Q4'22 earnings last week, but the stock has sold off the last couple of trading days.
  • The customer engagement platform has now reduced 26% of the workforce and is focusing on profitable growth and self-serve communications sales.
  • The stock is cheap at 2x EV/2023 sales while the company is busy repurchasing $1 billion worth of shares.
Twilio (NYSE:TWLO) initially soared following mixed Q4'22 results. Cleary, the market appeared to prefer the shift in the business to a profitable future after a large amount of investors questioned whether the customer engagement company

Read the full article on Seeking Alpha. 

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