Twilio Competitive Positioning Solid but Valuation Rich
No-moat Twilio delivered a strong coda to its record 2018, with fourth-quarter sales appreciably above our lofty expectations and earnings in line with our estimate. Enterprises continue to increase usage of Twilio’s platform as they strive for competitive differentiation through digital transformation of their customer engagement and service apparatuses. With the Sendgrid transaction now complete, the firm is poised to expand its leadership within the communication platform-as-a-service, or cPa...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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