Twilio: Opportunities With The Reviewed Segment Business

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 ...