Twilio Incってどんな会社?今後の株価上昇に期待!

2020年5月6日の決算発表を受けて株価が大きく上昇した会社です。
今後の成長を大きく期待できる会社の一つでしょう。

Orver View

簡単に事業概要を説明すると、Twilioは、Webやアプリケーションから電話回線にアクセスを可能にするAPIを提供している会社です。
もう少し具体的に言えば、LINEやFacebook等のアプリケーションから電話回線にアクセスすることを実現しています。
電話回線にアクセスできるということは、電話をかけることやSMSでメッセージを送れるということです。
それも、世界中の。
外国の電話番号を簡単に手に入れることも可能です。

電話回線にアクセスして、メリットを感じないと考える人もいるかもしれませんが、電話番号が分からなくても電話することができますし、生の音声データを送信することが可能になります。
メールよりも確実に相手にアクセスできますし、営業ツールとしても幅広い使い方ができるでしょう。
利用の幅は、かなり広いです。
10-Kにどのような活用ができるか書いてあるので見てみましょう。

Our Platform Approach
Common Use Cases
•Anonymous Communications.
Enabling users to have a trusted means of communications where they prefer not to share private information like their telephone number. Examples include conversations between drivers and riders or texting after meeting through a dating website.
•Alerts and Notifications.
Alerting a user that an event has occurred, such as when a table is ready, a flight is delayed or a package is shipped.
•Contact Center.
Improving customer support by powering customer care teams with voice, messaging and video capabilities that integrate with other systems to add context, such as a caller’s support ticket history or present location.
•Call Tracking.
Using phone numbers to provide detailed analytics on phone calls to measure the effectiveness of marketing campaigns or lead generation activities in a manner similar to how web analytics track and measure online activity.
•Marketing.
Integrating messaging and email with marketing automation technology, allowing organizations to deliver targeted and timely contextualized communications to consumers.
•User Security.
Verifying user identity through two-factor authentication prior to log-in or validating transactions within an application’s workflow. This adds an additional layer of security to any application.
•Twilio For Good.
Partnering with nonprofit organizations through Twilio.org, to use the power of communications to help solve social challenges, such as a short message service (“SMS”) hotline to fight human trafficking, an emergency volunteer dispatch system and appointment reminders for medical visits in developing nations.

思いのほか活用の幅が広いことが分かると思います。
あまり知られてはおりませんが、日本ではKDDIが業務提携をしていて、利用する会社も徐々に増えている状況です。
また、全世界では、すでに多くの顧客を獲得していますし、今後もその勢いは続く可能性が高いのではないでしょうか。

Over view(一部抜粋)
We had over 179,000 Active Customer Accounts as of December 31, 2019, representing organizations big and small, old and young, across nearly every industry, with one thing in common: they are competing by using the power of software to build differentiation through communications. With our customer engagement platform, our customers are disrupting existing industries and creating new ones. For example, our customers’ software applications use our platform to notify a diner when a table is ready, provide enhanced application security through two-factor authentication, connect potential buyers to real estate agents, and power large, omni-channel contact centers. The range of applications that developers build with the Twilio platform has proven to be nearly limitless.
Our goal is for Twilio to be in the toolkit of every software developer in the world. Because big ideas often start small, we encourage developers to experiment and iterate on our platform. We love when developers explore what they can do with Twilio, because one day they may have a business problem that they will use our products to solve.
As our customers succeed, we share in their success through our usage-based revenue model. Our revenue grows as customers increase their usage of a product, extend their usage of a product to new applications or adopt a new product. We believe the most useful indicator of this increased activity from our existing customer accounts is our Dollar-Based Net Expansion Rate, which for historical periods through December 31, 2019, compares the revenue from a cohort of Active Customer Accounts, other than Variable Customer Accounts, in a period to the same period in the prior year. Dollar-Based Net Expansion Rate was 136% and 140% for the years ended December 31, 2019 and 2018, respectively. See Part II, Item 7, “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Key Business Metrics—Dollar-Based Net Expansion Rate.”

Financial Statement(財務情報)

ものすごい勢いで売上(Revenue)が増加していることが分かります。
2年前と比べれば、売上は3倍近く増加しています。
赤字の状況ではありますが、勢いのある会社ですし、株式購入してみても面白いかもしれません。

出典:2019.12 FORM 10-K

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