Thread by @AustinLieb

1/ $TWLO @twilio reports today after the close.

Position size 16%
Shares 576
Avg Purch Price: $65.41

I'd like to see:
Total Rev: $302.25M
169k customers
DBNER: 137%-140%

Read my full company overview and earnings preview here: 👇

austin.substack.com/p/company-over…

2/ $TWLO @twilio Why I own?

- Huge fan of Founder and CEO @jeffiel
- Solid leadership team
- Reshaping communications: ~$1.2B+ TAM
- 86% YoY revenue growth (w/SendGrid) & 140% DBNER (~Same Store Sales)

3/ $TWLO @twilio What I'd like to see from today's Q3, 2019 report

Total Rev: $302.25 million, beat by $14.75 million

169,000 Customer Accounts

DBNER 137%+

Strong momentum in Twilio Flex

@SendGrid/@twilio Cross-selling momentum

bonus: HIPAA/Fedramp/Marketing momentum

4/ $TWLO @twilio 2Q, 2019 results review

Total Revenue: $275 million, up 86% year-over-year (YoY).

Dollar-Based Net Expansion Rate of 140%, up from 137% in Q2, 2018 (not impacted by SendGrid acquisition this quarter.

161,869 Active Customer Accounts (includes SendGrid).

5/ $TWLO @twilio 3Q, 2019 Guidance:

Total Revenue: $287.5 million (midpoint)

Full-year 2019 Total Revenue (millions): $1,116.5 (midpoint). Raised by $10 million from Q1 guidance.

austin.substack.com/p/company-over…