Twilio stock is on your shopping list

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Customer engagement platform provider Twilio (NASDAQ: TWLO) stock conferred a buying opportunity on its recent earnings report which sparked the collapse. The forecast for the fourth quarter of 2021 was mixed with increased revenue but lower earnings per share estimates. The company is experiencing organic growth with the launch of its next-generation Twilio Engage platform, which enables hyper-personalized marketing campaigns. It’s also adaptable to new privacy initiatives that have hurt social media companies like Snap (NASDAQ: SNAP). As more and more companies like Apple (NASDAQ: AAPL) adapt more rules to their confidentiality agreements, Twilio Engage shines more by its adaptability. The company is taking a new direction beyond Communication as a Platform (CaaS) with Twilio Engage, as it undertakes hyper-personalized marketing and customer acquisition in a non-intrusive manner. It is the future engine of growth that investors can support. Cautious investors looking for exposure can watch for opportunistic pullbacks in equities.

Publication of results for the third fiscal quarter of 2021

On October 27, 2021, Oracle released its third quarter 2021 tax results for the quarter ended September 2021. The company reported earnings per share (EPS) of $ 0.01 versus a loss of ($ -0.14) according to analysts consensus estimates, a beat of $ 0.15. Revenue increased 65.2% year-over-year (year-over-year) to $ 740.2 million, beating analysts’ estimates at $ 684.1 million. The company increased its active accounts receivable to 250,000 from $ 208,000 the previous year in the same quarter. Jeff Lawson, CEO of Twilio, commented, “We saw another quarter of strong, large-scale growth in the third quarter as businesses continue to look to Twilio in this digital world. We are extremely excited about the next generation of our customer engagement platform and our new pillar, Twilio Engage, which will enable businesses of all sizes and in all industries to create and optimize hyper marketing campaigns. personalized on each channel for customer acquisition, conversion and retention.

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“I’m not trying to scare you …

But for a lot of people, life is about to take a very strange turn. “

Mixed tax guidelines for Q4 2021

Twilio provided EPS estimates for the fourth quarter of fiscal 2021 for a loss of ($ -0.26) to ($ -0.23) versus ($ -0.08) analyst consensus estimates. Revenue is expected to be between $ 760 and $ 770 million compared to an estimated $ 750.69.

Take-out conference call

The Twilio conference call had very few statements and an incredibly short mention by its CEO before moving straight to the question and answer session. It was a bit disappointing as they offered little additional content. Andrew Zilli, Vice President of Investor Relations at Twilio, said, “In addition, some of our discussions and responses may contain forward-looking statements, which are subject to risks, uncertainties and assumptions. In particular, our business benefits and expected financial impacts of our acquisitions, in particular Segment and Zipwhip, and our partnerships and investments, including related transactions, the impact of recent and future price changes on certain third party platforms on us and our clients, our outlook for the quarter ending December 31, 2021, our ability to meet our non-GAAP gross margin targets over time, an annual growth rate over the next 3 years, and our ability to manage changes in the network service provider charges that we pay in connection with delivering our communication on our platform, and the impact of those charges on our gross margin, are subject to change. If any of these risks materialize or if our assumptions prove to be incorrect, actual financial results could differ materially from our projections or those implied by these forward-looking statements. CEO Lawson made a quick statement, “I want to take a moment to thank our COO George Hu for the incredible contributions he has made to Twilio over the past 5 years. With George’s leadership, we’ve really found a prime market for developers, which is an incredibly difficult feat considering hardly any other company has a market as unique or as efficient as ours. George put us on a new trajectory by building a great team. Starting with his direct reports to the go-to-market recommendation, and I can’t wait to see what you build next, George. I’m also incredibly happy that Marc Boroditsky is taking the lead and continuing to drive our progress forward. Marc built the Twilio sales teams from the ground up, to the challenging power it is today, maintained the admiration and respect of the teams, and a vision of how to grow and grow. continuously develop our marketing with developers, companies, partners and digital leaders. I’m excited for the next chapter, Marc.

Digital transformation

CEO Lawson commented during the question-and-answer session, “This is a strong environment for businesses undergoing digital transformation and these transformations have been accelerated by the pandemic. And something that I think it’s really important to understand here is that it’s not like a restaurant or the digital interactions that have been put in place over the past year or two. were not a deviation from the future [Indiscernible]. It was only an acceleration. We highlight a lot of the innovation that was happening. Think about telemedicine. You thought telemedicine could take a decade [Indiscernible] adaptation. And it’s going to continue, I think, to be the trend when I watch, do you want to drive across town for every visit to the doctor? No. As you can see a doctor in 15 minutes while a video call can go back to work, it’s a better experience. Same with like, like curbside pickup around my order, and all that sort of thing. It has been an acceleration of the natural digital transformation of the world. It just goes faster. When you see that this environment exists, companies will continue to drive these roadmaps because in today’s competitive environment, as customers get used to these efficiencies and experiences, and it creates even more demand for digital. So I think that’s a flywheel for how customers are now digitally differentiating themselves in those markets, and our customer engagement platform now enables that. “

Twilio stock is on your shopping list

TWLO Opportunistic Withdrawal Levels

Using gun charts over weekly and daily time periods provides an accurate view of the landscape for TWLO stocks. The weekly gun chart’s downtrend accelerated following slump in earnings, but bottomed at $ 278.14 Fibonacci level (fib). The 5-period weekly moving average (MA) drops to $ 326.98, followed by the 15-period MA at $ 345.11. The weekly market structure high (MSH) triggered the breakout on the $ 370.36 breakout. The Weekly Stochastic falls flat near the 30 band with weekly lower Bollinger Bands at $ 281.57. Weekly weak market structure (MSL) triggered on a breakout at $ 306.60. The daily guns chart attempts a channel tightening rebound with the 5 period MA rising to $ 307.42 as the Stochastic broke through the 20 band. The daily 15 period MA channel tightening target would be 332. $ 76. Cautious investors can watch for opportunistic withdrawal levels at the weekly MSL trigger of $ 306.60, $ 303.54 fib, $ 297.27 fib, $ 288.81 fib, and $ 278.14 fib. The upward trajectories are from the $ 343.62 level to the $ 390.35 level.

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