Financial PerformanceThe company updated its medium-term financial targets which paint a picture of re-accelerating revenue and increasingly profitable growth and FCF.
Growth PotentialNew AI initiatives, GTM transformation, and 4Q preliminary results are seen as catalysts that should drive upside to new increased estimates and the stock correspondingly.
Market OpportunityTwilio estimates the TAM for its current portfolio at $119 billion with new markets reaching $39 billion, leading to a total CXaaS opportunity of $158 billion.