Twilio: Valuation Now Attractive (Rating Upgrade)

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 ...