Cross-selling OpportunitiesTwilio has a significant cross-selling opportunity, as 63% of its 349,000+ customers still use only one product, which represents a substantial opportunity for expansion.
Market LeadershipThe company is at a key inflection point where years of investment in market leadership are set to translate into a durable model of profitable growth and significant free cash flow generation.
Revenue GrowthTwilio reported 13.5% revenue growth with strength driven by accelerating Messaging growth and double-digit voice growth.