Twilio Stock performance - 1 year from now
Planning to join soon, would like to get some thoughts on the current Stock price of Twilio vs what it can be potentially in the next 1 year or so. Current Stock Price: 93$ Stock price in May/June 2023: ?? Current TC: 🥜 #twilio #tech #stock
#twilio folks who voted for <50 by next year, care to explain?
Likely because all of tech will reduce with the looming recessions.
Lemme just get my crystal ball 🔮
Precisely this reason (in ⭕️)
You clearly have no idea what you're talking about. Yield is relevant for companies that pay dividends. Twilio does not pay a dividend, and typically most high growth tech companies don't pay dividends because it's worth more for them to reinvest in themselves than to pay money out to shareholders.
Dude did I just circle the dividend? BTW my intention was showing that your company dies not make a profit, it’s a losing money trying to grow fast. Such companies are bad business in increasing interest rate environment. You clearly have no idea what was important in that circle. But that’s ok.
@v1ware Do you know if Twilio offers you RSUs with 30 day moving average price as of your joining date or as of the first RSU issue date? I've read that the RSUs issuing is always at the next vesting date.
It's based on 30 day average prior to your grant date. Grant date is after you join, and not something I have found publicly disclosed so I won't say anymore than that.
The main thing dragging down the stock price is it's stock-based compensation. It's a large reason why the GAAP earnings are negative. It happens when a company is growing it's employees and heavily leveraging RSUs.
Losing over $5/sh only due to stock based compensation, you need to investigate some more.
I have, and I did. It's the reason I joined the company. For FY 21, they had a loss of $915mm (that's the $5/share you refer to). Of that, 70% is related to stock-based compensation ($632mm), and another 21% of that is related to depreciation & amortization of intangibles ($198mm). So 91% of Twilio's net loss is made up by two non-cash expense line items. Learn how to read an income statement, bro.
Can someone explain why most seem to be so bearish on Twilio? I feel like they have a great product but curious to hear others’ thoughts
It’s human psychology, when a stock goes down everyone is super bearish when it goes up everyone is super bullish. There is money somewhere in between tho.
Most have no idea what they’re talking about