Unique Research · Insight / Earnings · July 4, 2022 · Full rewrite — not a stub
NYSE:TWLO FY2021 (filed Feb 23’22): rev $2.842B (+61.3% YoY), net loss $950M, blended GM 48.9%. Mkt cap ~$17.7B (Jun 27’22). Founded 2007; PaaS APIs for SMS/MMS/voice/video; usage-based (~75% of rev ’21) + services (short codes, Segment access…). >256k active accounts across 180+ countries. Growth drivers: new logos + higher programmable SMS/voice/email usage; overseas expansion highlighted. Charts in CN images — attach on ingest.
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