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Twilio

Twilio Faces Hurdles as CEO Change Raises Concerns About Future The winds of change are blowing through Twilio Inc., ( NYSE:TWLO ) as the company navigates a pivotal moment following the departure of its longtime CEO amidst pressure from activist investors. The latest earnings report from the software giant reveals a mixed bag of results, with revenue projections falling short of expectations and a strategic shift underway as new leadership takes the helm. Revenue Results Twilio's announcement of projected revenue for the current quarter, below analyst estimates, sent shockwaves through the market, triggering a 10% decline in the company's shares during extended trading. The departure of former CEO Jeff Lawson, replaced by Khozema Shipchandler, has raised concerns about the company's future trajectory and its ability to maintain growth momentum. Shipchandler, in a conference call discussing the results, acknowledged the challenges ahead, particularly in the company's Segment business unit, which encompasses data and applications divisions. With activist investor Anson Funds advocating for divestment or a potential sale of these divisions, Twilio ( NYSE:TWLO ) finds itself at a crossroads, facing tough decisions about its strategic direction. The emphasis on focusing efforts on core businesses, exemplified by the decision to discontinue smaller ventures such as the video product, reflects Twilio's ( NYSE:TWLO ) commitment to streamlining operations and optimizing resources. Chief Financial Officer Aidan Viggiano's assertion that the company is determined to "do fewer things better" underscores the urgency of the situation and the need for decisive action. Despite posting fourth-quarter sales that exceeded expectations and announcing higher-than-guided results in the wake of the leadership transition, Twilio's ( NYSE:TWLO ) stock performance paints a sobering picture. With shares trading well below their record high of February 2021, investors are grappling with uncertainty about the company's ability to regain its footing and reignite growth in a competitive market landscape. The specter of multiple rounds of job cuts since late 2022 looms large, highlighting the challenges Twilio ( NYSE:TWLO ) faces in maintaining its once-enviable revenue growth trajectory. Analysts, wary of further structural changes under the new CEO, are closely monitoring developments as the company embarks on a path of introspection and potential reorganization. Conclusion: As Twilio ( NYSE:TWLO ) confronts headwinds in the wake of CEO transition and activist investor pressure, the company finds itself at a critical juncture. The road ahead is fraught with challenges, but also opportunities for strategic renewal and transformation. How Twilio ( NYSE:TWLO ) navigates these turbulent waters will shape its future trajectory and determine its ability to reclaim its position as a leader in the software industry.
NYSE:TWLOLong
by DEXWireNews
TWLO Twilio Options Ahead of EarningsIf you haven`t sold TWLO on this massive valuation: Then analyzing the options chain and the chart patterns of TWLO Twilio prior to the earnings report this week, I would consider purchasing the 54usd strike price at the money Puts with an expiration date of 2023-11-10, for a premium of approximately $3.20. If these options prove to be profitable prior to the earnings release, I would sell at least half of them. Looking forward to read your opinion about it.
NYSE:TWLOShort
by TopgOptions
Twilio is consolidatingNYSE:TWLO has a nice bull flag as a falling wedge. If general stock markets continue upward move, then we see a break within a couple of days. Otherwise we may have one another leg down before breaking out. Disclaimer – WhaleGambit. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis , like all indicators, strategies, columns, articles and other features accessible on/though this site is for informational purposes only and should not be construed as investment advice by you. Your use of the technical analysis , as would also your use of all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features.
NYSE:TWLOLong
by WhaleGambit
2
$TWLO -77% DISCOUNT (52-WK) -81% (ATH)!Twilio is good stock if you are thinking about adding a software and cloud communication/network stock to your watchlist/portfolio. It is currently showing a possible sign of basing, but I think it has a way to go down! The original Heavy buying positions from IPO '16 to beginning of '18 is the $32.65 area! The next set of buyers from Nov. '18 to now are @$92.30 area! Which is good entry to swing to the $450 ATH, but the $32 entry area is a SNIPER! anything in between those two are good entries for long-term.
NYSE:TWLOLong
by twotimezinvestments
1
TWLO/USD Daily TA Neutral BullishTWLO/USD Daily neutral with a bullish bias. *Twilio has fallen 81% from its ATH ($457.65) and is approaching the end of a massive Falling Wedge from March 2021.* Recommended ratio: 55% TWILIO, 45% cash. Price is currently testing the lower trendline of the Falling Wedge from March 2021 at $100.65 support. Volume has been shrinking since early May as Price trades within the second largest supply/demand zone on the chart; this is mildly bullish as it is indicative of an incoming breakout (due to it being a Falling Wedge the bias is to the upside). Parabolic SAR flips bullish at $105, this is mildly bullish. RSI is currently trending down slightly at 40 as it continues testing 37.47 support for the sixth consecutive session. Stochastic remains bullish and is currently trending up at 85; the next resistance is at max top. MACD remains bullish and is currently trending up slightly at -10; the next likely target is a test of the descending trendline from May 2020 at -4.57 resistance. ADX is currently trending sideways at 33 as Price is attempting to establish support at $100, this is neutral at the moment. If Price is able to defend $100.65 support then the next likely target is a test of the upper trendline of the Falling Wedge at $120-$125 (this is also the largest supply/demand zone on the chart) before potentially breaking out of the formation to the upside. However, if Price breaks down below the lower trendline of the Falling Wedge at $92.60, the next likely target is a test of $70 support. Mental Stop Loss: (two consecutive closes below) $95.50.
NYSE:TWLO
by dailytaguy
Twilio (NYSE: $TWLO) Ready To Rocket On Earnings Beat 🚀 Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
NYSE:TWLOLong
by RedHotStocks
1
TWLO the next PTON ???Twilio lets companies converse with customers through text messages. The company expects to be profitable on a non-GAAP basis in 2023. But it already has a mk cap of $36.02Bil + 19% in the pre-market, it`s a 42.84 Mk cap for a non profitable company. How further the growth thesis go if Royal Bank of Canada has a Price target of $400 for it??? Even though it is trending now, in my opinion Twilio will be the next Peloton because of its ack of profitability. My price target is $130. Q4 loss of $291.4 million quarterly loss of $0.20 per share VS a loss of $0.21 Zacks Consensus Estimate VS earnings of $0.04 per share a year ago. Fourth-quarter revenue increased to $842.7 million VS analysts’ average estimate of $768.6 million. Looking forward to read your opinion about it.
NYSE:TWLO
by TopgOptions
4
The SaaS boom - Twilio at $40+ billion market cap!One company that I have always checked in on is Twilio. They send text messages on behalf of companies for two-factor authentication and other services like chat bots and custom messaging strategies for marketers or companies to communicate. It is a cool company and it is definitely impressive. Hat tip to what they've started. And look at this boom. Now worth $40 billion. They generate about $1.5 billion in revenue per year at the moment. So if you do the math, you can see they are trading somewhere in the realm of 30x-35x revenue. If they double their revenue in a year, they will be at at 15x revenue. If they double it again they will be at 7x revenue. And if they double it AGAIN they will still be at about 3.5x revenue. Those are some seriously bullish expectations and while maybe it is possible, I'm not sure I see the risk-reward here going forward. Perhaps they could acquire some revenue and build new products to expand faster. However, that's also not talking about the rise of competition. Twilio is not the only company that does this. There are few big names emerging and as the tech becomes more known and understood, this should only increase with some companies potentially doing it themselves instead of using a third-party vendor. Anyways, that's my quick report. Congrats to Twilio longs and the company in general. I am still watching it as I believe it is a good barometer for the SaaS space. But, my core takeaway here is I don't see the risk-reward to the long side and will be watching for some weakness to potentially make a small, calculated trade toward the downside. Thanks for reading!
NYSE:TWLO
by scheplick
18
Twilio is a High Probability TradeWith the stock market bouncing higher off support I felt it would be a no brainer to scan through some chart for some high probability trades. Luckily, I found one... Twilio . You're Saying buy a Stock up 200%? Yes, I am saying that buying Twilio isn't all that bad given the set up. Regardless of whether Twilio is up 200% since the March 16 low price action is setting up for further expansion to the upside. See the 4-hour chart below. Above is the Elliott Wave picture for Twilio . As you can see the move that led to a large GAP is clearly a wave 3. The strength of the move up is undeniable. If you know Elliott Wave you'll know that wave 4's like to consolidate into triangle formations. Here for Twilio, we have just that! On the daily chart above I have an ascending triangle drawn out. I also highlight how MACD is finally beginning to turn up as price approaches resistance for a forth time in a month. Price targets are 1) the ascending triangle measured move which equals $232 or 2) Fib level 1.236 measured from the start of wave 1 to the end of wave 3 which equals $272. I think at this point you know which direction I am leaning. For the record I have bought Twilio stock and will update as I off load my position. Bias: Bullish.
NYSE:TWLOLong
by DailyClose