Posted 9/25/2023, 4:30:00 PM

Twilio Faces Near-Term Headwinds, But Long-Term Potential Remains Bright

Twilio remains a leader in communications platforms, but near-term growth is hampered by optimization in customer spending and SMB exposure.
Management sees opportunity in monetization boost from generative AI and shift from legacy per-seat pricing.
Valuation is attractive, but macro uncertainty and higher rates temper optimism on execution.
Price action suggests worst is over after bottoming in October 2022, but overhead resistance limits near-term upside.
Recent pullback offers opportunity for long-term investors to add exposure at better levels despite ongoing pessimism.

seekingalpha.com

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9/12/2023

Twilio Surge Boosts Cathie Wood's ARK ETF in 2023 Despite Ongoing Growth

Technology stocks, including Twilio, have seen significant growth in 2023 due to favorable market conditions and strong earnings, with Twilio's rapid growth and potential in the expanding cloud-based contact center market making it an attractive investment opportunity for long-term growth.

10/8/2023

T-Mobile Poised for Continued Growth and Outperformance Backed by 5G, Low Leverage and New Dividend

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10/17/2023

Twilio and Nvidia: AI Hopes Lift Beaten-Down Tech Stocks, But Growth Concerns Remain

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