In the latest market close, Twilio (TWLO) reached $58.74, with a -0.73% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.58%. Meanwhile, the Dow experienced a drop of 0.12%, and the technology-dominated Nasdaq saw a decrease of 1.15%.The the stock of company has fallen by 3.93% in the past month, lagging the Computer and Technology sector's loss of 0.47% and the S&P 500's loss of 1.09%.The investment community will be paying close attention to the earn ...

hapabapa Twilio (NYSE:TWLO), despite seeing slowing top line growth in FY 2023, also achieved a small improvement in its dollar-based net potential rate, a vital monetization figure that indicates potential for organic revenue growth. Twilio’s shares skidded 22% year-to-date after the cloud-based communications platform presented its Q1’24 revenue guidance and they have not yet recovered. Considering that Twilio is still growing its enterprise customer base, seeing an uptick in its dollar-based net expa ...

Twilio (TWLO) closed the latest trading day at $61.33, indicating a -0.84% change from the previous session's end. This move lagged the S&P 500's daily gain of 0.74%. Meanwhile, the Dow experienced a drop of 0.01%, and the technology-dominated Nasdaq saw an increase of 1.68%.The the stock of company has fallen by 0.72% in the past month, lagging the Computer and Technology sector's gain of 0.95% and the S&P 500's gain of 0.8%.Analysts and investors alike will be keeping a close eye on the performance of Twi ...

da-kuk Twilio (NYSE:TWLO) remains seemingly one of the few tech stocks which still trades at cheap valuations. That isn’t completely undeserved. The company has posted muted top-line growth during a period in which many tech peers have already begun to see some acceleration. Still though, there’s plenty of reasons to stick by the stock. The company maintains over $3 billion in net cash, making up just over 25% of the market cap, and management has committed to aggressive share repurchases alongside a cr ...

hapabapaTrading at around $60 at the time of writing, Twilio's (NYSE:TWLO) valuations have come down significantly. One of the reasons is growth slowing down as shown in the chart below while its strategically important Segment business, formerly known as Twilio Data & Applications, continues to underperform. Data by YChartsEven its foray into artificial intelligence with Customer AI since August last year has not helped the stock. Amid such a backdrop, the objective of this Buy thesis is to show that t ...

Activist Commentary: Sachem Head was founded in 2013 by Scott Ferguson. He was the first investment professional hired at Pershing Square, where he worked for nine years. Sachem Head has a history of solid value investing, but we believe that the firm really found its activist stride in 2020 with its investment in Olin. Ferguson took a board seat at Olin — the first public company board seat he took in an investment that was not part of a group — and created tremendous value there. More recently, after nomi ...

Stock Performance - Twilio closed at $60 08, down 0 08% from the previous session [1] - The stock underperformed the S&P 500 (+1 11%), Dow (+0 8%), and Nasdaq (+1 24%) [1] - Over the past month, Twilio shares lost 1 68%, while the Computer and Technology sector gained 0 85% and the S&P 500 gained 0 48% [1] Earnings and Revenue Expectations - Twilio is expected to report EPS of $0 59, up 25 53% YoY [1] - Revenue is forecasted at $1 03 billion, a 2 31% increase YoY [1] - For the full year, consensus estimates predict EPS of $2 64 (+7 76% YoY) and revenue of $4 36 billion (+5% YoY) [2] Analyst Revisions and Valuation - Recent revisions to analyst forecasts can indicate changing business trends [2] - Twilio has a Zacks Rank of 2 (Buy) [3] - The company's Forward P/E ratio is 22 78, below the industry average of 28 08 [3] - Twilio's PEG ratio is 1 16, compared to the industry average of 1 85 [3] Industry Overview - The Internet - Software industry is part of the Computer and Technology sector [4] - The industry has a Zacks Industry Rank of 34, placing it in the top 14% of all industries [4] - Top 50% rated industries outperform the bottom half by a factor of 2 to 1 [4]

Activist Investor Pressure and Board Changes - Twilio has faced pressure from activist investors for nearly a year, leading to significant board changes, including the resignation of founder and CEO Jeff Lawson in January [1] - Anson Funds, an activist group, has been pushing for changes at Twilio, including an overhaul of the board structure [1] - Twilio announced a settlement with Sachem Head, granting a board seat to Andy Stafman, a partner at Sachem Head [1] - Byron Deeter, a prominent venture capitalist and early investor, will be leaving the board, and Twilio plans to declassify its board, making all directors up for reelection annually [2] Activist Criticism and Governance Issues - Anson portfolio manager Sagar Gupta criticized Twilio's recent board changes as insufficient to address governance issues and persistent underperformance [2] - Gupta stated that Twilio repeatedly rejected governance improvement proposals and only resolved issues under intense pressure [2] - Anson highlighted unspecified related-party transactions between Twilio and Deeter's employer, Bessemer, which were detrimental to Twilio stockholders [4] Financial Performance and Shareholder Actions - Twilio shares are down 21% for the year, while the Nasdaq is up almost 7% [3] - Anson and Legion Partners, each owning less than 0.5% of Twilio, have pushed for changes, including an expanded share buyback program and an operational review [3] - Twilio completed the operational review in March, deciding against selling the business unit, Segment, and authorized a smaller share buyback than activists sought [4] Historical Transactions and Continued Influence - In 2018, Twilio acquired SendGrid, backed by Bessemer, for $2 billion, with Deeter recusing himself from negotiations [5] - Despite Deeter's departure, Bessemer still has representation at Twilio through Jeff Epstein, the company's chairman and an operating partner at Bessemer [6] Ongoing Activist Campaigns - Sachem Head, managing $4 billion in assets, is waging two other activist campaigns in Europe and plans to nominate board candidates at Twilio [4] - Anson will scrutinize all matters related to Twilio's strategy, operations, and governance moving forward [4]

Loading...Loading...Twilio Inc TWLO stock is down about 20% year-to-date. The San Francisco-based company’s struggle persists with sluggish single-digit growth and increased customer turnover, compounded by leadership changes, including the departure of CEO Jeff Lawson. Throughout 2023, the cloud communications firm underwent a business overhaul, modifying its cost and capital structure. However, the start of 2024 saw further restructuring, marked by the founding CEO’s resignation and promises of strategic ...

The most recent trading session ended with Twilio (TWLO) standing at $60.95, reflecting a +0.1% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.11%. On the other hand, the Dow registered a loss of 0.11%, and the technology-centric Nasdaq increased by 0.23%.Shares of the company have appreciated by 7.47% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.54% and the S&P 500's gain of 1.5%.The upcomin ...