Twilio’s Second-Quarter Results Reflect Both Opportunity and Uncertainty Around Long-Term Story
Twilio’s second-quarter results came in well ahead of both our internal estimates and consensus expectations, as the company bounced back well from Uber’s decision to pare back its Twilio partnership last quarter. We remain intrigued by the long-term disruptive potential around Twilio’s communications platform-as-a-service, but execution of that disruption will likely remain challenging to predict given the firm’s customer concentration and usage-based model. As such, we are maintaining our no-m...Twilio provides a cloud communications platform that enables developers to build, scale and operate communications within their software applications via the company's Application Programming Interfaces (APIs). The company's platform consists of three layers: Engagement Cloud, which provides functionality for a specific purpose, such as two-factor authentication or a contact center; Programmable Communications Cloud, which provides a range of products that enables developers to embed voice, messaging and video capabilities into their applications; and Super Network, which contains a set of API's giving the company's customers access to components of its platform.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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