To maintain their 55% YoY revenue growth, they would need to surprise by 21% above guidance. Have they done that before and how often?
I would back out the Uber business. This quarter had zero y/y Uber revenue growth which reduced their growth number. Next quarter they will have negative Uber revenue growth. I think the Uber thing is an anomaly so to understand how the business is really growing you will need to remove Uber revenue.
They talked a lot about Uber, margins, growth, guidance so if you are an owner of TWLO or might become one then read the call transcript.
Chris