TWLO Results

One of our old favorite.

First Quarter Total Revenue of $364.9 million, up 57% Year-Over-Year
First Quarter Total Revenue Dollar-Based Net Expansion Rate of 143%

More than 190,000 Active Customer Accounts as of March 31, 2020, up 23% year-over-year.

Dollar-Based Net Expansion Rate, calculated using total revenue, was 143% for the first quarter of 2020, compared to 142% for the first quarter of 2019. Excluding the January 2020 contribution from Twilio SendGrid, the acquisition of which closed February 1, 2019, the dollar-based net expansion rate would have been 135% for the first quarter of 2020.

UP AH ~25%…

I read a platform article last weekend on our board and as a result reopened a small 1% position last Monday. Thank you.…


It is amazing even Saul’s past #1 stocks continue to perform, SHOP/TWLO/ZS?