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I don't understand this. Is it a land-grab focus? Why do so many software companies focus solely on growth? A traditional business with $166 million in revenue
by antoniuschan99 10y ago
I don't understand this. Is it a land-grab focus?
Why do so many software companies focus solely on growth? A traditional business with $166 million in revenue is huge. Why are investors not asking for a return on their investments already?
Don't investors usually look for a return on their investments within 2-3 years?
- tommynicholas 10y ago>Don't investors usually look for a return on their investments within 2-3 years? no
- gdudeman 10y agoReturn can be two things: profit now or future profit. A traditional business with $166m in revenue has few places to invest extra cash that turn $1 into $4 in < 24 months. Twilio has this. What would be crazy is not investing in growth.
- gnopgnip 10y agoThe stock price is a result of many factors, future profit and growth is a big part of it. Having a good long term outlook is better than slashing everything for the short term.
- wiseleo 10y agoI am a Twilio API customer. It definitely is a land rush. I am far less likely to switch to its competitors as my integration with their systems grows deeper. There is a finite number of large enough companies that would materially affect Twilio's revenue. 166million at $0.015/minute is not that much of business compared to what they are aiming for, which is global domination of computer-controlled telecommunications.