Twilio: Further Upside Ahead As Profitability Inflection Continues
Portfolio Pulse from
Twilio has shifted from a growth-at-any-cost model to a balanced approach focusing on profitability and operational efficiency. With a new CEO and activist investors, the company is implementing a shareholder-friendly agenda. Despite recent share appreciation, its valuation remains attractive as free cash flow is expected to increase by FY27.
February 24, 2025 | 2:00 pm
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Twilio is transitioning to a profitability-focused model under a new CEO, with activist investors influencing a shareholder-friendly agenda. The company's valuation remains attractive as free cash flow is expected to increase by FY27.
Twilio's strategic shift towards profitability and operational efficiency, along with the influence of activist investors and a new CEO, suggests a positive outlook. The expected increase in free cash flow by FY27 further supports the potential for stock price appreciation.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100