Consistently beating eps and revenue targets each quarter and getting closer towards profitability. Layoffs today are unfortunate but a function of the larger macroeconomic climate. #investments #twilio
Hard to tell. Shortly after the SendGrid acquisition, they were prime. Now, the field is catching up and specialized API-focused companies are beginning to outpace Twilio in their respective fields. I sold about a year and a half ago realizing this and have also turned down offers because of lower-than-expected salary. Jeff seems like a great leader and they might be able to pull something out of their hat if very strategic M&As occur, otherwise, I don’t see a significant bump in price or them outperforming in the next couple years.
No, their platform is inferior to other actors in this field.
They were a covid darling. Now covid is gone no one cares anymore.
They didn’t just cut marketing or recruiting today. They cut swes too and said focusing on core. Which makes me think their cores aren’t growing that well.
The main reason I stay away is because of the aggressive wokeness at Twilio. Certainly clouds ideal decision making. But otherwise they seem to have the best product in a growing market. Will Amazon, and others, step in and improve their product quicker, and outcompete them? I would worry about that.
Haven't followed the "wokeness" aspect much. Any particular examples that stand out to you?
This came out today. They are laying off 11% and they went easy on the “underserved communities “