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Posted by
Two Blokes May 27 -
Filed in
Stock
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Twilio is showing a strong recovery with improving organic growth, retention rates, and expansion within its existing customer base, leading me to reiterate my buy rating as the stock rebounds. The company boasts a substantial cash position, disciplined cost management, and a leading market position with limited competition, supporting long-term value. The company's Q1 results showed healthy end-customer usage, leading to accelerating revenue growth and net expansion trends.
