2024-01-26 08:06:45 ET
Summary
- Twilio's strategic focus on improving profitability while maintaining revenue growth is poised to attract investor favor.
- Despite challenges in its Twilio Data & Applications business, the overall trajectory appears positive.
- Overall, Twilio is a promising investment option.
Investment Thesis
Twilio Inc. (TWLO) is a fallen angel. But as we look ahead to 2024 and beyond, there's ample evidence that this once high-flying business is about to regain favor with investors....
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Twilio: The Turnaround Is Gathering Steam (Upgrade)