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I have some Twilio stock. It has been under performing for the last year :$. As a product, I hear that Twilio is great. But from what I've read, after their IP
by antoniuschan99 9y ago
I have some Twilio stock. It has been under performing for the last year :$.
As a product, I hear that Twilio is great. But from what I've read, after their IPO last year, the have to close large Enterprise accounts and are having trouble. Amazon eating their lunch is not good news either. Also, is Twilio still using AWS?
- wonder_bread 9y agoYes they are still using AWS entirely (as far as I've seen) in fact they've doubled down on their AWS commitment it seems by integrating with Lex and Connect. Their stock isn't so hot right now but that's not terribly out of sorts for a relatively new company. Enterprise I've heard many stories about. Their commitment to starting with the developer is admirable though.
- aviv 9y agoTwilio is in a very tough spot, because any relatively large account quickly realizes that they are big enough to roll out their own solution, and in 2017 is very easy to do, from stellar open source options to many vendors willing to sign up just about anybody as a wholesale account. And many have moved away, and will continue to do so. Even with the recent discounts, Twilio is way over priced, and its REST API is simply not in line with what is expected from a communications platform in this day and age. That's why they are trying to will continue to shift to hosted code. Corvisa (acquired by Shoretel) had it right when they had embedded lua. Disclaimer: I do own some Twilio and several other telco stocks (but I still believe Twilio is way overvalued and buy on dips because a large carrier will eventually buy them out so I'm willing to go for the ride), but I make more money from companies dumping Twilio/Nexmo/Plivo and going with custom solutions.
- wonder_bread 9y agoWhat are some of the open source options?