Twilio - Der Herausforderer im Telco-Markt (Seite 5)
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ISIN: US90138F1021 · WKN: A2ALP4 · Symbol: TWLO
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Antwort auf Beitrag Nr.: 58.976.628 von faultcode am 16.10.18 22:24:54
War dann doch eher long... stark long 😀
Zitat von faultcode:
--> short.
War dann doch eher long... stark long 😀
--> short.
Twilio
So kann es weitergehen
Sieht gut aus
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Antwort auf Beitrag Nr.: 58.389.972 von stw am 07.08.18 11:37:01Wenn man bei Twilio dabei ist, sollte man auch ein Auge auf Bandwith (BAND) legen. Der kleinere pure-play Konkurrent ist bereits profitabel, wächst auch wie die Hölle und könnte sich (aufgrund attraktiverer Preisstrukturen) einen Teil vom Twilio-Kuchen herausschneiden. Hier ein Auszug aus einem seeking-alpha-Artikel:
Auszug1:
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Several factors are driving the top-line strength. Bandwidth excelled on the new business front, with total installed CPaaS customers growing from 865 in the year-ago quarter to 1,092 as of the end of this quarter, a 26% y/y increase in the number of installed customers. And within the install base, Bandwidth's dollar-based net retention rate rose to 199%, up from 105% in 2Q17.
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Auszug2:
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And though Bandwidth is traditionally more geared toward an SMB clientele, management called out one large win in the quarter, indicating that the company may begin to win some share against Twilio in the enterprise space:
During the quarter, we entered into a new relationship with a very large e-commerce company with millions and millions of users, which is an early adopter of text messaging with existing customers for product promotions. Working together with Bandwidth, the company used Bandwidth's enterprise messaging services, which enables customers to click a number in the message to call a company back immediately. Additionally, the company will benefit from Bandwidth's owner economics, avoid surcharges and, in some cases, improve message deliverability. This is another example in which Bandwidth demonstrated our ability to enhance communication experiences and deliver scalable enterprise solutions."
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https://seekingalpha.com/article/4192887-bandwidths-hot-stre…
Auszug1:
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Several factors are driving the top-line strength. Bandwidth excelled on the new business front, with total installed CPaaS customers growing from 865 in the year-ago quarter to 1,092 as of the end of this quarter, a 26% y/y increase in the number of installed customers. And within the install base, Bandwidth's dollar-based net retention rate rose to 199%, up from 105% in 2Q17.
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Auszug2:
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And though Bandwidth is traditionally more geared toward an SMB clientele, management called out one large win in the quarter, indicating that the company may begin to win some share against Twilio in the enterprise space:
During the quarter, we entered into a new relationship with a very large e-commerce company with millions and millions of users, which is an early adopter of text messaging with existing customers for product promotions. Working together with Bandwidth, the company used Bandwidth's enterprise messaging services, which enables customers to click a number in the message to call a company back immediately. Additionally, the company will benefit from Bandwidth's owner economics, avoid surcharges and, in some cases, improve message deliverability. This is another example in which Bandwidth demonstrated our ability to enhance communication experiences and deliver scalable enterprise solutions."
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https://seekingalpha.com/article/4192887-bandwidths-hot-stre…
Kommt mal auf die Watch.
Twilio Mega Zahlen
Dann schaun wir mal wo die Reise hingeht. Twilio super Zahlen
Hört sich ganz gut an. 
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