文章核心观点 - 该文章介绍了一名资深研究分析师Anton Zharkov,他专注于制造业公司的行业和公司研究 [1] - 他擅长利用定量模型和基本面分析,发现潜在的投资机会和风险 [1] - 他拥有丰富的从业经验,包括担任CFO和CEO,以及在券商和交易公司工作的经历 [1] - 他目标是成为顶级投资组合经理,并创办一家长/短头寸对冲基金 [1] 行业分析 - 该分析师专注于制造业公司,不包括金融公司、保险公司、房地产投资信托和银行 [1] - 他关注增长、价值和高质量等因素,并结合基本面分析 [1] - 他利用Eyestock.io的定量模型,为长/短投资组合提供详细分析 [1] 公司分析 - 该分析师会分享他在投资组合管理、基本面分析和市场策略方面的见解 [1] - 他的分析会关注他认为有增长、价值和高质量潜力的行业 [1] - 他希望为读者提供有价值的观点,帮助他们做出明智的投资决策 [1] - 他通过详细分析和对卓越的追求,希望加入到一个知情投资者的社区,并实现创办对冲基金的梦想 [1]

The stock of Twilio Inc. (NYSE: TWLO ) a CPaaS specialist (communications platform as a service), has been a source of wealth destruction for investors in 2024. On a YTD basis, when the Nasdaq has generated positive returns withinAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo ...

会议主要讨论的核心内容 - 公司在过去6个月内采取了一系列措施来提高运营效率,包括提高财务纪律、加强内部运营管理、聚焦创新 [8][9][10] - 公司未来5年的战略重点是将通信、数据和AI能力结合,为客户提供更个性化、更有价值的数字化交互体验 [10][11][16] - 公司正在整合Segment和通信业务,以提供更加统一的客户数据和通信能力 [22][23][24] - 公司正在大幅提升Segment业务的客户价值和合同续签率,以实现该业务的重新增长 [33][34] - 公司正在大规模内部部署生成式AI技术,以提高各种内部流程的效率和生产力 [38][39][40][41][42][43] 问答环节重要的提问和回答 - 分析师询问公司未来5年的战略重点,公司CEO表示将聚焦5个关键领域,利用通信、数据和AI的结合来为客户创造价值 [13][14][15][16] - 分析师询问公司如何利用生成式AI技术来提高内部运营效率,CEO分享了多个具体应用案例,并表示未来2-3年内这将对公司利润产生重大影响 [38][39][40][41][42][43][44][45][46][47][48][49][50] - 分析师询问公司的资本配置策略,CEO表示公司将继续大规模回购股票,未来也可能考虑一些小规模的并购,但不会进行大规模并购 [53][54] - 分析师询问公司长期提升利润率的潜力,CEO表示未来几年内通过地域优化、AI应用和流程自动化等手段,公司的利润率还有很大提升空间 [56][57]

Twilio Inc. (TWLO) is currently trading at a low price-to-earnings (P/E) multiple, far below the broader tech sector and S&P 500 averages. Twilio’s forward 12-month P/E ratio sits at 15.34, significantly lower than the Zacks Computer and Technology sector’s average of 24.76 and the S&P 500’s average of 20.88.Twilio's price-to-sales (P/S) ratio is also on the low end, reflecting investor concerns. But the real question for investors is whether this low valuation makes Twilio a bargain, or whether it reflects ...

Twilio (TWLO) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing e ...

Twilio's strong customer base and the adoption of AI in the market it serves could help accelerate the company's growth.Twilio (TWLO -2.21%) investors have had a forgettable year so far. Shares of the cloud communications specialist lost 21% of their value in 2024, but the good part is that the recent stock price action points toward a turnaround in its fortunes.The stock has gained 9% in the past couple of months, and its second-quarter 2024 results gave investors a reason to cheer. Let's see what has been ...

hapabapa Twilio (NYSE:TWLO) reported better than expected results for its second fiscal quarter at the beginning of the month, although the Cloud company continued to see rather weak top-line growth. Despite slow growth on the top line, Twilio is making progress in terms of its free cash flow profile and the retention rate, a crucial monetization figure for Cloud software companies, which remained stable in the last quarter as well. I continue to like Twilio here, in part because of the company's more a ...

Which of these fallen growth stocks is a better turnaround play?Twilio (TWLO -1.37%) and Unity (U -2.65%) both hit their all-time highs during the buying frenzy in growth and meme stocks in 2021. Twilio's stock surged to $443.49 that February, representing a 2,857% gain from its initial public offering (IPO) price of $15 in 2016. Unity's stock hit $201.12 that November, marking a 287% rally from its IPO price of $52 in 2020.But today, Twilio and Unity trade at about $60 and $15, respectively. Both stocks pl ...

hapabapa Introduction & Investment Thesis I last wrote about Twilio (NYSE:TWLO) in July, where I upgraded my rating on the stock from “hold” to “buy” as I believed that the company was starting to demonstrate early signs of stabilization after the management conducted a business review of its Segment business and laid out its long-term plan for success. Although revenue growth had not accelerated at the time of my writing, it had started to see some signs of stabilization in its Net retention rate. Sinc ...

Twilio (TWLO) shares have been beaten down the last few years but it's still growing its business. This Zacks Rank #1 (Strong Buy) is expected to grow earnings by 31% this year.Twilio operates a Customer Engagement Platform (CEP) that allows companies to build direct, personalized relationships with their customers worldwide. It covers sales to marketing to growth.It operates across 180 countries and territories and, as of June 30, 2024, had 316,000 active customer accounts.Another Beat by Twilio in the Sec ...