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Everyone keeps talking about CPaaS as the next big thing which is an acronym for Communications Platform as a Service (CPaaS).
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
CPaaS -
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
In simple terms - CPaaS is a cloud-based delivery model that lets you add voice, video, & messaging features to your existing business software using an application programming interface. It allows u to pick real-time communications features & embed them in your apps & services 
🌟Looking forward to #MuhuratTrading?
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
✨@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
✨ @MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁
🌟#ACE
🌟#Borosil
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💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
1⃣ stock should do good accumulation near all time high or 52 weeks high.
Ex - #routemobile & #crest
Ex - #routemobile & #crest
3⃣ stock should face least resistance after breakout. ( Or not face major hurdle after BO)
Ex- #uttamsugar
Ex- #uttamsugar
🧵Route Mobile - Routing Messages to your Mobile📶
Just a brief thread on what Route Mobile does & what the future holds for it?
Scroll down👇
Just a brief thread on what Route Mobile does & what the future holds for it?
Scroll down👇
📲Route Mobile Ltd (RM) provides cloud-communication platform as a service (CPaaS) to enterprises, over-the-top (OTT) players & mobile network operators (MNOs).
Confused❓
👉So what they basically do is that they act as an intermediary between enterprise & their customers.
Confused❓
👉So what they basically do is that they act as an intermediary between enterprise & their customers.
Further Simplifying it ➡️ The msgs which u receive on ur phone for banks transactions,OTP,Order confirmation from e-comm etc. are all routed through CPaaS Software known as API’s.
➡️Their Api’s are integrated with the enterprises whch they serve and they get revenue per sms sent
➡️Their Api’s are integrated with the enterprises whch they serve and they get revenue per sms sent
After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
I tweeted this yester -
As per many publicly available research, The Communications Platform-as-a-Service (CPaaS) Market was valued at USD 4.54 billion in 2020 and is expected to reach USD 26.03 billion by 2026 and register a CAGR of 34.3% during the forecast period (2021 - 2026).
Studied #routemobile over the weekend and sharing some notes...
I hope it is helpful. Pls correct and/or add if I missed out on something crucial.
Thank you. 🙏
⬇️⬇️⬇️
I hope it is helpful. Pls correct and/or add if I missed out on something crucial.
Thank you. 🙏
⬇️⬇️⬇️
1. Founded in 2004 & founders still at the helm which is always a great sign. Started with an initial investment of just 1 lakh rupees and the founders raised no more money until the IPO.
2. About 8-9 companies globally in the CPaaS industry; Twilio (D: I'm also invested in it) in US is the leader with mcap of $50B & expected revenue of $1.6B in FY'21. It's growing its revenues at 50% yoy with gross margins above 50%, and so market is pricing it acc'ly.
SALES :
2018 sales : 505 cr
2020 sales : 956 cr
3Y Sales growth : 38% CAGR
PROFIT :
2018 profit : 47 cr
2020 profit : 69 cr
3Y Profit Growth : 21% CAGR
2018 sales : 505 cr
2020 sales : 956 cr
3Y Sales growth : 38% CAGR
PROFIT :
2018 profit : 47 cr
2020 profit : 69 cr
3Y Profit Growth : 21% CAGR
Current year results :
2021 H1 Sales growth : 55%
2021 H1 Profit growth : 131%
2021 H1 Sales growth : 55%
2021 H1 Profit growth : 131%
Thought of developing a bit more on comparisons being made between Route and Tanla
Both are in an undeniably hot sector and therefore attracting lot of attention
One needs to b careful while making any loose comparisons of Tanla & Route
(1/n)
#TanlaPlatform #Tanla #RouteMobile
Both are in an undeniably hot sector and therefore attracting lot of attention
One needs to b careful while making any loose comparisons of Tanla & Route
(1/n)
#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front
Will list some of the reasons here below for everyone's consideration.
(2/n)
#TanlaPlatform #Tanla #RouteMobile
Will list some of the reasons here below for everyone's consideration.
(2/n)
#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.
(1) Route is a recently listed company post IPO in September 2020...(contd..)
(3/n)
#TanlaPlatform #Tanla #RouteMobile
(1) Route is a recently listed company post IPO in September 2020...(contd..)
(3/n)
#TanlaPlatform #Tanla #RouteMobile
H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS
& H2 is seasonally better
Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
& H2 is seasonally better
Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:
#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :
Result: bseindia.com/xml-data/corpf…
Presentation: bseindia.com/xml-data/corpf…
PressRelease: bseindia.com/xml-data/corpf…
#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :
Result: bseindia.com/xml-data/corpf…
Presentation: bseindia.com/xml-data/corpf…
PressRelease: bseindia.com/xml-data/corpf…
