TWILIO PRICING FULL

We’ve approached the question largely from the recurring revenue perspective and not a simply annualized pace 2, but the lesson largely holds up.

TWILIO PRICING FULL

The Public’s Discountīy this point, you should be asking yourself why Twilio is worth only a nudge more than its prior valuation-despite having nearly another full year of growth on the record and shrinking losses.Īs we’ve discussed a time or two here at Mattermark, the gist is that public investors have repriced the value of private technology company revenue over the past few years. Those figures suggest that Twilio can now grow its top line while at the same time reducing its GAAP net losses.Īll that is an elementary reading of the company’s new S-1A, so let’s have some adult fun 1. However, and notably, in the company’s most recently reported quarter-the first of this year-it posted steep year-over-year revenue gains from $33.4 million to $59.3 million, and a net loss that fell from $8.7 million to $6.5 million during the corresponding periods. Compared to more recent figures, the company’s revenues were smaller by a material percentage, and in that year, Twilio would go on to post a larger loss-than in either of its two preceding annums quick revenue growth $88.8 million in 2014 to $166.9 million in 2015-came at the price of increasing burn. The company raised that last round of private cash in July of 2015.

As Fortune reports, that’s up a mere mote from its last private valuation of $1.03 billion. Twilio proposed a $12 to $14 price range for its IPO today, valuing the firm at $1.07 billion assuming mid-range pricing. Why is that the case? A Twilio spokesperson demonstrates an everyday usecase for telecommunications APIs. Tl dr Twilio’s proposed IPO pricing values it close to its last private round.

Twilio pricing