I was very curious to read this report.
I honestly couldn’t tell if the RMPP was well received by the market.
The answer is yes, they made an outstanding Q4.
I still hope they will release a B&W successor to the RM2 though.
Also very curious to see if remarkab... See more
reddit.comRemarkable Q4 financial report
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Q2 Letter from St. James Investment Company is worth your time. A captivating read, full of historical parallels and a perspective on the current market environment.
https://t.co/Q46ibBM0To... See more
Twilio quarter:
- $1,038M rev (+10% YoY) vs $986M consensus (5% beat)
- $985M next Q guidance vs $1,022M consensus (4% miss)
- 103% DBNR
- 51 months GM adj. CAC payback
- 49% GM
- 7% FCF Margin
$TWLO
Jamin Ballx.com