11–20 of 229 posts
This 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 Is it normal to go public when being uncertain if you'll ever be profitable?
>We currently generate significant revenue from WhatsApp and the loss of WhatsApp could harm our business, results of operations and financial condition.
>In 2013, 2014 and 2015 and the three months ended March 31, 2016, WhatsApp accounted for 11%, 13%, 17% and 15% of our revenue, respectively. WhatsApp uses our Programmable Voice products and Programmable Messaging products in its applications to verify new and existing users on its service. We have seen year-over-year growth in WhatsApp's use of our products since 2013 as its service has expanded and as it has increased the use of our products within its applications.
>Our Variable Customer Accounts, including WhatsApp, do not have long-term contracts with us and may reduce or fully terminate their usage of our products at any time without penalty or termination charges. In addition, the usage of our products by WhatsApp and other Variable Customer Accounts may change significantly between periods.
Not even cash flow positive. Stay away.
I 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?"
It's just another fundraising round, with new shares issued.
I guess you're suggesting that an IPO exposes a company to more of a herd mentality regarding immediate profitability which it wouldn't be exposed to in a private round of financing, and that it might be punished for it?
This 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 Is it normal to go public when being uncertain if you'll ever be profitable?
I 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?"
Why would an IPO be bad for the company and employees? It's just another fundraising round, with new shares issued. I guess you're suggesting that an IPO exposes a company to more of a herd mentality regarding immediate profitability which it wouldn't be exposed to in a private round of financing, and that it might be punished for it?
An IPO exposes a company to ruthless financial scrutiny, which doesn't exist when they're private.
Going public and having your share price drop below expectations is the most epic of down rounds.
Had no idea that WhatsApp was even a Twilio customer let alone one of its largest. >We currently generate significant revenue from WhatsApp and the loss of WhatsApp could harm our business, results of operations and financial condition. >In 2013, 2014 and 2015 and the three months ended March 31, 2016, WhatsApp accounted for 11%, 13%, 17% and 15% of our revenue, respectively. WhatsApp uses our Programmable Voice prod…
I 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?"
Had no idea that WhatsApp was even a Twilio customer let alone one of its largest. >We currently generate significant revenue from WhatsApp and the loss of WhatsApp could harm our business, results of operations and financial condition. >In 2013, 2014 and 2015 and the three months ended March 31, 2016, WhatsApp accounted for 11%, 13%, 17% and 15% of our revenue, respectively. WhatsApp uses our Programmable Voice prod…
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