Twilio S-1
sec.gov
Twilio S-1
1–10 of 229 posts
Re: Twilio S-1
#2Not even cash flow positive. Stay away.
Re: Twilio S-1
#3Good for them! I love their service and use it on GoatAttack.com
Re: Twilio S-1
#4Good for them! I love their service and use it on GoatAttack.com
Haha this is great! I use Twilio for TheSimplePostcard.com
Re: Twilio S-1
#5I love Twilio, but I'm a little surprised they lost $35M on $166M rev in 2015. I thought they were very close to profitability.
Re: Twilio S-1
#6I continue to be surprised by the trend of companies who have fallen short of profitability filing for IPO's. So often i find myself asking "is this the best for the company and its employees or is it best for the investors who want a faster return, at the expense of the company and its employees?"
Re: Twilio S-1
#7Good for them! I love their service and use it on GoatAttack.com
Off topic. GoatAttack is the coolest service of all time.
Re: Twilio S-1
#8This is the first time I've ever looked through an S-1 before, but in the Risks section they say:
We have a history of losses and we are uncertain about our future profitability
Re: Twilio S-1
#9I continue to be surprised by the trend of companies who have fallen short of profitability filing for IPO's. So often i find myself asking "is this the best for the company and its employees or is it best for the investors who want a faster return, at the expense of the company and its employees?"
The company is a tool to serve the interests of the investors, there is no "good for the company" distinct from "best for the investors". (Good for the employees is a thing, but it's quite often not the same thing, and not what the company exists to serve outside of, e.g., labor coops.)
Re: Twilio S-1
#10I continue to be surprised by the trend of companies who have fallen short of profitability filing for IPO's. So often i find myself asking "is this the best for the company and its employees or is it best for the investors who want a faster return, at the expense of the company and its employees?"
We can't complain about individual (non-accredited) investors getting locked out of fast-growing tech companies and simultaneously complain when companies IPO when they've reached significant revenue but not yet hit profitability.
IPOs are a capital-raising event; if companies only did them when they were profitable they'd be no more than VCs cashing in after they've milked out all the good upside potential.