Comps will be much tougher starting in 1Q20, especially after adding a company that comes in with slower growth right off the bat. In addition, gross margins which already rank near the very bottom for my companies will be pressured even more by the recent Verizon price increase.
The above i agree with. plus the secondary offering/dilution has led to a larger mkt cap quickly
However, i think twlo deserves a short leash but still has some life in it.
Revenues should hit $1.2b this year. If you think they still deserve a 20 p/s near the point when they report q4 and full year results, then that would be a 24b mkt cap, giving you another 25%+ from today’s levels.
Flex is their way of continuing growth and along with SEND should lead to maybe a bump up in GM at least.
I see a lot of concerns you have but bc they have good compares the next couple Qs i think stock should be ok for a while longer.
Dreamer