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2021-08-02

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Twilio: More Revenue Growth Acceleration<blockquote>Twilio：更多收入增长加速</blockquote>

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If anything, it has only been further confirmed in the last few quarters. I previously detailed the thesis here:Twilio: A Valid Investment Proposition.<blockquote>在最近的第二季度业绩公布后，我对 Twilio (TWLO) 的论点没有改变。如果说有什么不同的话，那只是在过去几个季度才得到进一步证实。我之前在这里详细介绍了论文：Twilio：一个有效的投资主张。</blockquote> In short, Twilio is one of those growth companies of which one can be quite sure it will continue to grow at a steady clip for many years given its multi-billion potential and leadership position, enabling its customers to go through their digital transformation through its B2C engagement solutions across digital channels (SMS, e-mail, etc.). Such a prospect may offset some valuation concerns in the long run, as Twilio is positioned to aim for a &gt;$100B market cap.<blockquote>简而言之，Twilio是那些成长型公司之一，鉴于其数十亿美元的潜力和领先地位，人们可以非常肯定它将在未来许多年内继续稳步增长，使其客户能够通过其跨数字渠道（短信、电子邮件等）的B2C参与解决方案进行数字化转型。）.从长远来看，这样的前景可能会抵消一些估值担忧，因为 Twilio 的目标是市值超过 $100B。</blockquote> Q2 results<blockquote>第二季度业绩</blockquote> Q2 was very much a repeat of Twilio’s performance in the last so many quarters. After last earnings, it seemed some investors were concerned about sequential growth deceleration. However, in my previous analysis, I pointed out that Twilio had guided flat in Q1 and then delivered a large beat. This is indeed what happened yet again, as Twilio delivered another large beat.<blockquote>第二季度在很大程度上重复了 Twilio 过去多个季度的表现。上次财报公布后，一些投资者似乎担心增长连续放缓。然而，在我之前的分析中，我指出 Twilio 在第一季度表现平平，然后表现强劲。这确实又发生了，因为Twilio带来了另一个大节拍。</blockquote> The $70M beat resulted in another revenue acceleration quarter to ~$670M, delivering 67% growth. Net retention remained steady at 135%. The initial Q3 guidance, again, assumes another sequentially near-flat quarter. This would result in &gt;50% growth in Q3. In a sense, it is a bit ironic that a company that mostly guides for sequential flat growth is actually growing at such strong rates. Although these results contain the contribution of the Q4 Segment acquisition, the contribution is just $45M. Organic growth was 52%.<blockquote>7000万美元的增长导致季度收入再次加速，达到约6.7亿美元，实现了67%的增长。净保留率保持稳定在135%。最初的第三季度指引再次假设另一个连续接近持平的季度。这将导致第三季度增长超过 50%。从某种意义上说，一家主要指导连续平稳增长的公司实际上以如此强劲的速度增长，这有点讽刺。尽管这些结果包含了第四季度部门收购的贡献，但贡献仅为 4500 万美元。有机增长率为52%。</blockquote> Investors may remind themselves that this kind of performance is what ultimately drives the stock price. For example, a bit over a year ago, another Contributor urged investors to take profits when the stock initially surged at the onset of COVID-19 due to a strong report. Instead, Twilio’s continued performance has validated the rising stock price, and the price never returned back below $200 and is already much higher. It is not a fluke.<blockquote>投资者可能会提醒自己，这种表现才是最终推动股价的因素。例如，一年多前，另一位贡献者敦促投资者获利了结，当时由于一份强劲的报告，该股在 COVID-19 爆发时最初飙升。相反，Twilio 的持续表现验证了股价的上涨，股价再也没有回到 200 美元以下，而且已经高得多。这不是侥幸。</blockquote> Further, Twilio has recently more strength in its international business, which grew from 27% to 32% of revenue.<blockquote>此外，Twilio 最近在国际业务方面实力更强，占收入的比例从 27% 增长到 32%。</blockquote> One often mentioned criticism about Twilio is its relatively low gross margin, which was 54% in the quarter. Twilio has seen some margin pressure due to the reacceleration and strength of its legacy SMS product. Nevertheless, many of Twilio's newer products (such as the Flex cloud contact center and Segment) are often significantly above the corporate average, rivaling traditional software or SaaS margins.<blockquote>对 Twilio 的一个经常被提及的批评是其相对较低的毛利率，本季度为 54%。由于其传统短信产品的重新加速和实力，Twilio 面临一些利润压力。尽管如此，Twilio 的许多新产品（例如 Flex cloud contact center 和 Segment）通常明显高于企业平均水平，可与传统软件或 SaaS 的利润率相媲美。</blockquote> On the business side, Twilio introduced two notable products. First, Segment Journeys is the integrated product from the acquisition. Secondly, Twilio Live aims at the next frontier, which is live audio and video experiences.<blockquote>在业务方面，Twilio推出了两款值得注意的产品。首先，Segment Journeys 是此次收购的整合产品。其次，Twilio Live瞄准了下一个前沿，那就是现场音频和视频体验。</blockquote> Investor Takeaway<blockquote>投资者要点</blockquote> When looking at sub-$100B market cap tech companies that could grow out to for above that level, the&nbsp;two that are perhaps mostly mentioned and hyped upare Snowflake (SNOW) and Palantir (PLTR). However, not to be outdone is Twilio, a digital transformation company that has seen its strong growth continue, and even (re)accelerate, during all stages since the pandemic.<blockquote>当观察市值低于 100B 美元且可能增长到该水平以上的科技公司时，最常被提及和炒作的两家公司可能是 upare Snowflake (SNOW) 和 Palantir (PLTR)。然而，Twilio也不例外，这是一家数字化转型公司，在疫情以来的所有阶段，其强劲增长都在持续，甚至（重新）加速。</blockquote> To that end, Twilio’s performance simply continued with another beat-and-raise. The company is firing on all cylinders with continued customer growth, strong net retention, and increased international expansion.<blockquote>为此，Twilio 的表演只是继续进行又一次节拍加高。随着客户持续增长、强劲的净保留率和国际扩张的增加，该公司正在全力以赴。</blockquote> Although valuation (well over 20x forward P/S) may be high for some, those with a holding window of many years could see great returns. For example, Twilio's official long-term guidance is 30% annual growth. At that rate, Twilio may reach $10B revenue in a bit over five years. Even if the P/S would collapse to just 10x, then a $100B market cap implies nearly 60% stock upside.<blockquote>尽管对某些人来说估值（远远超过 20 倍远期市盈率）可能很高，但那些拥有多年持有窗口期的人可能会看到丰厚的回报。例如，Twilio 的官方长期指导是年增长率 30%。按照这个速度，Twilio 的收入可能会在五年多一点的时间内达到 100 亿美元。即使市盈率跌至仅 10 倍，那么 100B 美元的市值也意味着近 60% 的股票上涨空间。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twilio: More Revenue Growth Acceleration<blockquote>Twilio：更多收入增长加速</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwilio: More Revenue Growth Acceleration<blockquote>Twilio：更多收入增长加速</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nseekingalpha2021-08-02 09:56\n\n</h4>\n</header>\n<article>\nSummary<blockquote>总结</blockquote> <ul> <li>Twilio's revenue growth continued to accelerate, reaching $670M and 67% growth.</li> <li>Twilio remains positioned to deliver long-term elevated growth.</li> <li>Despite often guiding for flat sequential growth, Twilio consistently outperforms its expectations.</li> </ul> <img src=\"https://static.tigerbbs.com/23c4e201eabc576586d8670047a3e2eb\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\">jaanalisette/iStock Editorial via Getty Images<blockquote><ul><li>Twilio 的收入增长继续加速，达到 6.7 亿美元，增长 67%。</li><li>Twilio 仍然致力于实现长期高速增长。</li><li>尽管经常指导持平的连续增长，但 Twilio 的表现始终超出预期。</li></ul>jaanalisette/iStock 社论来自 Getty Images</blockquote> Investment Thesis<blockquote>投资论文</blockquote> After the recent&nbsp;Q2 results, my thesis for Twilio (TWLO) has not changed. If anything, it has only been further confirmed in the last few quarters. I previously detailed the thesis here:Twilio: A Valid Investment Proposition.<blockquote>在最近的第二季度业绩公布后，我对 Twilio (TWLO) 的论点没有改变。如果说有什么不同的话，那只是在过去几个季度才得到进一步证实。我之前在这里详细介绍了论文：Twilio：一个有效的投资主张。</blockquote> In short, Twilio is one of those growth companies of which one can be quite sure it will continue to grow at a steady clip for many years given its multi-billion potential and leadership position, enabling its customers to go through their digital transformation through its B2C engagement solutions across digital channels (SMS, e-mail, etc.). Such a prospect may offset some valuation concerns in the long run, as Twilio is positioned to aim for a &gt;$100B market cap.<blockquote>简而言之，Twilio是那些成长型公司之一，鉴于其数十亿美元的潜力和领先地位，人们可以非常肯定它将在未来许多年内继续稳步增长，使其客户能够通过其跨数字渠道（短信、电子邮件等）的B2C参与解决方案进行数字化转型。）.从长远来看，这样的前景可能会抵消一些估值担忧，因为 Twilio 的目标是市值超过 $100B。</blockquote> Q2 results<blockquote>第二季度业绩</blockquote> Q2 was very much a repeat of Twilio’s performance in the last so many quarters. After last earnings, it seemed some investors were concerned about sequential growth deceleration. However, in my previous analysis, I pointed out that Twilio had guided flat in Q1 and then delivered a large beat. This is indeed what happened yet again, as Twilio delivered another large beat.<blockquote>第二季度在很大程度上重复了 Twilio 过去多个季度的表现。上次财报公布后，一些投资者似乎担心增长连续放缓。然而，在我之前的分析中，我指出 Twilio 在第一季度表现平平，然后表现强劲。这确实又发生了，因为Twilio带来了另一个大节拍。</blockquote> The $70M beat resulted in another revenue acceleration quarter to ~$670M, delivering 67% growth. Net retention remained steady at 135%. The initial Q3 guidance, again, assumes another sequentially near-flat quarter. This would result in &gt;50% growth in Q3. In a sense, it is a bit ironic that a company that mostly guides for sequential flat growth is actually growing at such strong rates. Although these results contain the contribution of the Q4 Segment acquisition, the contribution is just $45M. Organic growth was 52%.<blockquote>7000万美元的增长导致季度收入再次加速，达到约6.7亿美元，实现了67%的增长。净保留率保持稳定在135%。最初的第三季度指引再次假设另一个连续接近持平的季度。这将导致第三季度增长超过 50%。从某种意义上说，一家主要指导连续平稳增长的公司实际上以如此强劲的速度增长，这有点讽刺。尽管这些结果包含了第四季度部门收购的贡献，但贡献仅为 4500 万美元。有机增长率为52%。</blockquote> Investors may remind themselves that this kind of performance is what ultimately drives the stock price. For example, a bit over a year ago, another Contributor urged investors to take profits when the stock initially surged at the onset of COVID-19 due to a strong report. Instead, Twilio’s continued performance has validated the rising stock price, and the price never returned back below $200 and is already much higher. It is not a fluke.<blockquote>投资者可能会提醒自己，这种表现才是最终推动股价的因素。例如，一年多前，另一位贡献者敦促投资者获利了结，当时由于一份强劲的报告，该股在 COVID-19 爆发时最初飙升。相反，Twilio 的持续表现验证了股价的上涨，股价再也没有回到 200 美元以下，而且已经高得多。这不是侥幸。</blockquote> Further, Twilio has recently more strength in its international business, which grew from 27% to 32% of revenue.<blockquote>此外，Twilio 最近在国际业务方面实力更强，占收入的比例从 27% 增长到 32%。</blockquote> One often mentioned criticism about Twilio is its relatively low gross margin, which was 54% in the quarter. Twilio has seen some margin pressure due to the reacceleration and strength of its legacy SMS product. Nevertheless, many of Twilio's newer products (such as the Flex cloud contact center and Segment) are often significantly above the corporate average, rivaling traditional software or SaaS margins.<blockquote>对 Twilio 的一个经常被提及的批评是其相对较低的毛利率，本季度为 54%。由于其传统短信产品的重新加速和实力，Twilio 面临一些利润压力。尽管如此，Twilio 的许多新产品（例如 Flex cloud contact center 和 Segment）通常明显高于企业平均水平，可与传统软件或 SaaS 的利润率相媲美。</blockquote> On the business side, Twilio introduced two notable products. First, Segment Journeys is the integrated product from the acquisition. Secondly, Twilio Live aims at the next frontier, which is live audio and video experiences.<blockquote>在业务方面，Twilio推出了两款值得注意的产品。首先，Segment Journeys 是此次收购的整合产品。其次，Twilio Live瞄准了下一个前沿，那就是现场音频和视频体验。</blockquote> Investor Takeaway<blockquote>投资者要点</blockquote> When looking at sub-$100B market cap tech companies that could grow out to for above that level, the&nbsp;two that are perhaps mostly mentioned and hyped upare Snowflake (SNOW) and Palantir (PLTR). However, not to be outdone is Twilio, a digital transformation company that has seen its strong growth continue, and even (re)accelerate, during all stages since the pandemic.<blockquote>当观察市值低于 100B 美元且可能增长到该水平以上的科技公司时，最常被提及和炒作的两家公司可能是 upare Snowflake (SNOW) 和 Palantir (PLTR)。然而，Twilio也不例外，这是一家数字化转型公司，在疫情以来的所有阶段，其强劲增长都在持续，甚至（重新）加速。</blockquote> To that end, Twilio’s performance simply continued with another beat-and-raise. The company is firing on all cylinders with continued customer growth, strong net retention, and increased international expansion.<blockquote>为此，Twilio 的表演只是继续进行又一次节拍加高。随着客户持续增长、强劲的净保留率和国际扩张的增加，该公司正在全力以赴。</blockquote> Although valuation (well over 20x forward P/S) may be high for some, those with a holding window of many years could see great returns. For example, Twilio's official long-term guidance is 30% annual growth. At that rate, Twilio may reach $10B revenue in a bit over five years. Even if the P/S would collapse to just 10x, then a $100B market cap implies nearly 60% stock upside.<blockquote>尽管对某些人来说估值（远远超过 20 倍远期市盈率）可能很高，但那些拥有多年持有窗口期的人可能会看到丰厚的回报。例如，Twilio 的官方长期指导是年增长率 30%。按照这个速度，Twilio 的收入可能会在五年多一点的时间内达到 100 亿美元。即使市盈率跌至仅 10 倍，那么 100B 美元的市值也意味着近 60% 的股票上涨空间。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/article/4443878-twilio-stock-twlo-more-revenue-growth-acceleration\">seekingalpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc"},"source_url":"https://seekingalpha.com/article/4443878-twilio-stock-twlo-more-revenue-growth-acceleration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169823439","content_text":"Summary\n\nTwilio's revenue growth continued to accelerate, reaching $670M and 67% growth.\nTwilio remains positioned to deliver long-term elevated growth.\nDespite often guiding for flat sequential growth, Twilio consistently outperforms its expectations.\n\njaanalisette/iStock Editorial via Getty Images\nInvestment Thesis\nAfter the recent Q2 results, my thesis for Twilio (TWLO) has not changed. If anything, it has only been further confirmed in the last few quarters. I previously detailed the thesis here:Twilio: A Valid Investment Proposition.\nIn short, Twilio is one of those growth companies of which one can be quite sure it will continue to grow at a steady clip for many years given its multi-billion potential and leadership position, enabling its customers to go through their digital transformation through its B2C engagement solutions across digital channels (SMS, e-mail, etc.). Such a prospect may offset some valuation concerns in the long run, as Twilio is positioned to aim for a >$100B market cap.\nQ2 results\nQ2 was very much a repeat of Twilio’s performance in the last so many quarters. After last earnings, it seemed some investors were concerned about sequential growth deceleration. However, in my previous analysis, I pointed out that Twilio had guided flat in Q1 and then delivered a large beat. This is indeed what happened yet again, as Twilio delivered another large beat.\nThe $70M beat resulted in another revenue acceleration quarter to ~$670M, delivering 67% growth. Net retention remained steady at 135%. The initial Q3 guidance, again, assumes another sequentially near-flat quarter. This would result in >50% growth in Q3. In a sense, it is a bit ironic that a company that mostly guides for sequential flat growth is actually growing at such strong rates. Although these results contain the contribution of the Q4 Segment acquisition, the contribution is just $45M. Organic growth was 52%.\nInvestors may remind themselves that this kind of performance is what ultimately drives the stock price. For example, a bit over a year ago, another Contributor urged investors to take profits when the stock initially surged at the onset of COVID-19 due to a strong report. Instead, Twilio’s continued performance has validated the rising stock price, and the price never returned back below $200 and is already much higher. It is not a fluke.\nFurther, Twilio has recently more strength in its international business, which grew from 27% to 32% of revenue.\nOne often mentioned criticism about Twilio is its relatively low gross margin, which was 54% in the quarter. Twilio has seen some margin pressure due to the reacceleration and strength of its legacy SMS product. Nevertheless, many of Twilio's newer products (such as the Flex cloud contact center and Segment) are often significantly above the corporate average, rivaling traditional software or SaaS margins.\nOn the business side, Twilio introduced two notable products. First, Segment Journeys is the integrated product from the acquisition. Secondly, Twilio Live aims at the next frontier, which is live audio and video experiences.\nInvestor Takeaway\nWhen looking at sub-$100B market cap tech companies that could grow out to for above that level, the two that are perhaps mostly mentioned and hyped upare Snowflake (SNOW) and Palantir (PLTR). However, not to be outdone is Twilio, a digital transformation company that has seen its strong growth continue, and even (re)accelerate, during all stages since the pandemic.\nTo that end, Twilio’s performance simply continued with another beat-and-raise. The company is firing on all cylinders with continued customer growth, strong net retention, and increased international expansion.\nAlthough valuation (well over 20x forward P/S) may be high for some, those with a holding window of many years could see great returns. For example, Twilio's official long-term guidance is 30% annual growth. At that rate, Twilio may reach $10B revenue in a bit over five years. Even if the P/S would collapse to just 10x, then a $100B market cap implies nearly 60% stock upside.","news_type":1,"symbols_score_info":{"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":555,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805818374"}