Interesting_老虎社区_美港股上老虎

2021-08-02

Interesting

Twilio: More Revenue Growth Acceleration<blockquote>Twilio：收入增长进一步加速</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":805818374,"tweetId":"805818374","gmtCreate":1627869579698,"gmtModify":1633755773489,"author":{"id":3571183830721507,"idStr":"3571183830721507","authorId":3571183830721507,"authorIdStr":"3571183830721507","name":"Maxcrusader","avatar":"https://static.tigerbbs.com/a9dbd1695d1a45df589a4ba606e045e1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Interesting&nbsp;</body></html>","htmlText":"<html><head></head><body>Interesting&nbsp;</body></html>","text":"Interesting","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/805818374","repostId":1169823439,"repostType":4,"repost":{"id":"1169823439","kind":"news","pubTimestamp":1627869398,"share":"https://www.laohu8.com/m/news/1169823439?lang=zh_CN&edition=full","pubTime":"2021-08-02 09:56","market":"us","language":"en","title":"Twilio: More Revenue Growth Acceleration<blockquote>Twilio：收入增长进一步加速</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169823439","media":"seekingalpha","summary":"Summary\n\nTwilio's revenue growth continued to accelerate, reaching $670M and 67% growth.\nTwilio rema","content":"Summary<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仍有能力实现长期高速增长。</li><li>尽管Twilio经常指导环比增长持平，但其表现始终超出预期。</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>在最近的第二季度结果公布后，我对Twilio(TWLO)的论点没有改变。如果说有什么不同的话，那就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这篇论文：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是一家成长型公司，鉴于其数十亿美元的潜力和领导地位，可以肯定它将在未来许多年继续稳步增长，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，这种前景可能会抵消一些估值担忧，因为Twilio的目标是市值超过1000亿美元。</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过去几个季度的表现。上次财报公布后，一些投资者似乎担心环比增长减速。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。这确实又发生了一次，因为Twilio发出了另一个大节拍。</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本季度收入再次加速至约6.7亿美元，实现67%的增长。净保留率稳定在135%。最初的第三季度指引再次假设又一个季度环比接近持平。这将导致第三季度增长超过50%。从某种意义上说，一家主要指导环比持平增长的公司实际上却以如此强劲的速度增长，这有点讽刺。尽管这些业绩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，另一位撰稿人敦促投资者在COVID-19爆发时，由于一份强劲的报告，该股最初飙升时获利了结。相反，Twilio的持续表现验证了股价的上涨，价格从未回到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增强，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经常提到的批评之一是其毛利率相对较低，本季度为54%。由于其传统短信产品的重新加速和实力，Twilio面临着一些利润压力。尽管如此，Twilio的许多较新产品（例如Flex云联络中心和细分市场）往往远高于企业平均水平，可与传统软件或SaaS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，即现场音视频体验。</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>在考虑市值低于1000亿美元且可能发展到高于该水平的科技公司时，可能最常被提及和炒作的两家公司是upare Snowflake(SNOW)和Palantir(PLTR)。然而，Twilio也不甘示弱，这是一家数字化转型公司，自大流行以来，其强劲增长在各个阶段都在持续，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的表现只是继续另一次击败并加注。该公司正在全力以赴，客户持续增长，净保留率强劲，国际扩张力度加大。</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（远高于20倍远期市盈率）可能很高，但那些持有多年的人可能会看到巨大的回报。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10倍，1000亿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：收入增长进一步加速</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：收入增长进一步加速</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仍有能力实现长期高速增长。</li><li>尽管Twilio经常指导环比增长持平，但其表现始终超出预期。</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>在最近的第二季度结果公布后，我对Twilio(TWLO)的论点没有改变。如果说有什么不同的话，那就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这篇论文：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是一家成长型公司，鉴于其数十亿美元的潜力和领导地位，可以肯定它将在未来许多年继续稳步增长，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，这种前景可能会抵消一些估值担忧，因为Twilio的目标是市值超过1000亿美元。</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过去几个季度的表现。上次财报公布后，一些投资者似乎担心环比增长减速。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。这确实又发生了一次，因为Twilio发出了另一个大节拍。</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本季度收入再次加速至约6.7亿美元，实现67%的增长。净保留率稳定在135%。最初的第三季度指引再次假设又一个季度环比接近持平。这将导致第三季度增长超过50%。从某种意义上说，一家主要指导环比持平增长的公司实际上却以如此强劲的速度增长，这有点讽刺。尽管这些业绩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，另一位撰稿人敦促投资者在COVID-19爆发时，由于一份强劲的报告，该股最初飙升时获利了结。相反，Twilio的持续表现验证了股价的上涨，价格从未回到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增强，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经常提到的批评之一是其毛利率相对较低，本季度为54%。由于其传统短信产品的重新加速和实力，Twilio面临着一些利润压力。尽管如此，Twilio的许多较新产品（例如Flex云联络中心和细分市场）往往远高于企业平均水平，可与传统软件或SaaS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，即现场音视频体验。</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>在考虑市值低于1000亿美元且可能发展到高于该水平的科技公司时，可能最常被提及和炒作的两家公司是upare Snowflake(SNOW)和Palantir(PLTR)。然而，Twilio也不甘示弱，这是一家数字化转型公司，自大流行以来，其强劲增长在各个阶段都在持续，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的表现只是继续另一次击败并加注。该公司正在全力以赴，客户持续增长，净保留率强劲，国际扩张力度加大。</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（远高于20倍远期市盈率）可能很高，但那些持有多年的人可能会看到巨大的回报。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10倍，1000亿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":499,"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"}