05/27/2025, 05:01 AM UTC
Twilio：优秀产品能抵御周期性波动的证明Twilio: Proof That A Great Product Can Withstand Cyclical Volatility
1、Twilio展现出强劲复苏，有机增长、客户留存率和业务扩展均有所改善，重申买入评级；2、公司拥有雄厚现金储备、严格的成本管控及市场领先地位，竞争压力较小；3、第一季度业绩显示终端客户使用率健康，收入增长加速，叠加约18倍远期自由现金流估值和20亿美元回购计划，未来前景乐观。1. Twilio demonstrates strong recovery with improved organic growth, customer retention, and expansion, reinforcing a buy rating; 2. The company maintains a robust cash position, disciplined cost controls, and a leading market position with limited competition; 3. Q1 results highlight accelerating revenue growth, net expansion trends, and a favorable valuation (~18x forward FCF) alongside a $2 billion buyback plan.---
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