Twilio: A Solid Cloud Growth Investment
TWLOTwilio(TWLO) Seeking Alpha·2024-08-17 01:36
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 ...