AMZN - Twilio:
Growth Continues At Staggering Rate
Q4 2018 has been a great quarter for Twilio (TWLO).
The headline numbers of the Q4 print were strong revenue growth at 77% (up from last year’s 40% growth) and a best in class Dollar-Based Net Expansion Rate of 147% (up from last year’s 118%). Those are incredible numbers on their own but what has been even more fascinating over the last year is that both metrics have been rising steadily from an already high base. Revenue growth accelerated from 48% in Q1 to 54% in Q2, 67%