That said, TWLO’s study could be applied to other companies in this category, including SPLK, which has a higher projected 5 year growth rate, 30%, than TWLO, which is 12% (Argus has both at “Buy” ratings).
Hi Gary, What category are you putting TWLO and SPLK in? They are two very different companies. I really do not follow what analyst are saying about any of the companies that I am following because I find that they really do not have any more insight than I do. Not that I am smart but things are changing so fast that all their projections are usually wrong. The reason I am invested still in TWLO is that I think they are disrupting the old Telecommunications networks, seen by the old Telco companies loss of marketshare in land lines and Enterprise communication products. I don’t want to rehash the old argument that TWLO was hiding their Revenue or overstating their Revenue because I thought that was a weak argument. It takes time for a product to grow but I do think their Sendgrid acquisition will finally start to show strength especially with the bigger push onto the Cloud.
Andy