2024-04-09 17:19:56 ET
Summary
- Twilio's stock price has dropped significantly, causing concern among investors due to slower growth and underperformance in its Segment business.
- The company's cloud communications business faces competition, limiting its pricing power and revenue growth.
- Twilio's foray into artificial intelligence has not yet boosted growth, but things are likely to change in 2025.
- Also, following activist investors' complaint and an operational review, the Segment business could act as a differentiator for Twilio thereby improving its competitive positioning.
- However, volatility risks should not be excluded.
Trading at around $60 at the time of writing, Twilio's ( 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....
Read the full article on Seeking Alpha
For further details see:
Twilio: Opportunities With The Reviewed Segment Business