Deep dive on Twilio ($TWLO)
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Company: Twilio
Ticker: (TWLO)
Website: Twilio.com
IPO date: June 23, 2016
IPO price: $15.00
Current stock price: $74.50
Outstanding shares: 183.1 million
All time high: $457.30 on February 18, 2021
52 week high: $371.00 on November 8, 2021
52 week low: $62.10 on October 13, 2022
Market cap: $13.64 billion
Net cash: $3.14 billion
Enterprise value: $10.5 billion
Headquarters: San Francisco, California, United States
Number of employees: 8,500+ (this number is probably lower now after TWLO recently announced an 11% headcount reduction — we should get an update on Q3 earnings call)
Average price target from analysts: $121.78 — 61% upside from current price
TWLO will report Q3 earnings on Thursday, November 3rd [click here]
Investor Relations [click here]
Q2 2022 Earnings Report / Prepared Remarks [click here]
Q2 2022 Earnings Call Transcript [click here]
Q2 2022 Earnings Presentation [click here]
Outline
Introduction
Company Background
Opportunity
Brands
Business Model
Customers
Competitive Advantages
Management
Culture
Financials
Key Metrics
Risks
Ownership
Valuation
Investment Model
Analysts
Technicals
Conclusion