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2023-10-29 09:51:43 ET Summary Twilio remains over 80% lower than all-time highs. The company has made progress in driving expanding profit margins and has a sizable net cash position. Generative AI may bolster the value proposition of Twilio's products, but it is too early to...
2023-10-24 07:00:30 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips Artificial intelligence ( AI ) has become an invaluable tool for investors seeking an edge in today’s data-driven markets. By analyzing vast amounts of data and identifying patterns ...
2023-10-22 07:19:00 ET Many companies in big tech are becoming synonymous with artificial intelligence (AI). Earlier this year Microsoft doubled down on its investment in OpenAI , the operation behind ChatGPT. Unsurprisingly, both Alphabet and Amazon swiftly followed by ...
2023-10-20 12:21:14 ET Summary Twilio is a concealed value play with a strong margin of safety, offering an attractive option for value-focused investors. Twilio has access to a wealth of unique product usage and user data. This synergy between data, communications, and AI present...
2023-10-20 08:45:00 ET In strong economic times, companies can devote significant resources to customer acquisition. But when a recession looks to be on the horizon, such aspirations can sometimes play second fiddle to just surviving. And for companies like Twilio (NYSE: TWLO) t...
2023-10-19 08:30:00 ET Summary After providing you with a brief review of Twilio's Q2 2023 earnings report recently, I wanted to take time to analyze Twilio's competitive positioning. It's a very fascinating business in that, despite what the share price would suggest, it is the 8...
2023-10-19 03:53:32 ET Summary ARK Invest's 13F portfolio value decreased by 14% to $13.07B this quarter. The top three holdings in the portfolio are Tesla, UiPath, and Coinbase Global. ARK Invest increased its stakes in Block, Twilio, Roblox, Ginkgo Bioworks Holdings, and Rob...
Chatbots are the most popular AI-powered marketing tool today, but companies recognize the opportunity to do more — and are prioritizing data quality in order to get there New research from Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized ...
2023-10-16 09:17:26 ET More on Bandwidth, Five9, etc. RingCentral: Should Do Fine Long Term, But I'm Negative Near Term RingCentral: Looks Cheap, But Carries Too Much Debt Five9 Gains Interest From Enterprises But Operating Losses Worsen Five9 rises as Deutsc...
2023-10-13 14:29:37 ET Summary We’re upgrading Zoom Video Communications to a hold. We now believe the post-pandemic bleeding has stabilized, but we don’t see enough near-term recovery in enterprise spending to drive material revenue growth in 2H23. We’re ...
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2024-07-21 09:00:00 ET The proliferation of artificial intelligence (AI) has given a big boost to technology stocks in the past year, which is evident from the 30% gains clocked by the Nasdaq-100 Technology Sector index during this period. But not all companies in this sector have benef...
2024-07-20 14:01:00 ET Like many growth tech stocks , Twilio (NYSE: TWLO) benefited from a fantastic run in 2021 only to hit a wall in the 2022 bear market. Unfortunately, the communications platform-as-a-service (CPaaS) stock has never recovered, and it fell in the first half o...
Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, today announced that its second quarter 2024 results will be released on Thursday, August 1, 2024, after market close. Twilio will host a conference call a...