Morningstar

Morningstar, Inc.

Equity Bottom-Up

We are raising our fair value estimate for Twilio to $130 per share from $89, while changing our moat rating from none to narrow and maintaining our positive moat trend. We are upgrading our moat rating to narrow because of reduced concern about customer concentration and development of engagement cloud offerings such as Flex
Twilio is a communication platform-as-a-service (cPaaS), which developers can utilize to facilitate communication (text, voice) in 180 countries. cPaaS platforms enable…

Twilio is a communication Platform-as-a-Service (cPaaS) which developers can utilize to facilitate communication (text, voice) in 180 countries. cPaaS platforms enable individuals or enterprises to integrate real-time omnichannel communication tools into business applications. Twilio operates as the back-end communications infrastructure for companies and provides easy to use APIs to allow integration with a customer’s applications. Simple examples of such integrations include enabling two…

The start of a new year didn’t bring anything new for no-moat Twilio, as the firm continued its "beat-and-raise" cadence, exceeding our above-consensus expectations on both the top and bottom lines, and upping full-year guidance. Enterprises continue to embark on broad digital transformation journeys to modernize customer engagement and improve operational efficiency, and Twilio’s products are increasingly consistent with this zeitgeist. We are raising our fair value estimate to $89 per share…

Twilio’s platform-as-a-service offering remains on the rise. The customer experience spans multiple touchpoints, and enterprises are increasingly looking to digital transformation for engagement and service to maximize customer satisfaction. Twilio’s technology enables omnichannel communications by overhauling (or completely replacing) legacy systems, resulting in substantial cost savings longer term. While this means Twilio is frequently pitted against large, incumbent vendors, we think the…

United States

Twilio Inc. develops and publishes Internet infrastructure solutions. The Company offers cloud computing platform that allow web developers to integrate phone calls, Internet protocol voice communications, and text messages into web, mobile, and phone applications. Twilio serves customers worldwide.

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