The Call | Technology | Yosef Vaitsblit (05/05/2022)

  • Twilio (TWLO): reported strong quarter for Q1 with weaker guide for Q2; guide implies 30% organic growth in Q2 which should be the trough for the growth for the year; organic revenue acceleration in Q3 and Q4; put up strong gross margins; added 12,000 paying customers on the quarter; TWLO remains a long
  • Amplitude (AMPL): reported a good quarter; acceleration around billings; talked about a lot of opportunities in accelerating adoption; staying long for the long term but understand the factor exposures are not good in the near term; AMPL remains a long

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