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Mark Holder

Twilio - Growth Stall

Twilio (TWLO) just reported a quarter where revenues grew 77%, yet the guidance suggests 2019 revenue growth of only 34%. Part of the issue is the inclusion of slower growing SendGrid (SEND) in the 2019 results.

2018 Revenues 

  • Twilio - $650M
  • SendGrid - $145Me

2019 Guidance

  • Total - $1,071M

The slower growth rate will make the stock less attractive in 2019. Twilio has a market cap of $16 billion based on the forecast for 141 million shares outstanding in 2019. Don't chase this over hyped story. 

Disclosure: No position

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