Taxes of TWILIO INC BMV:TWLO TradingView India

This is despite some very postive sounding announcements/actions including Idea & Truecaller which are both live now and Kore.ai. Also Uday Reddy’s guidance implying 35+ growth is there. All this have done nothing to stem the slide. Topline sluggishness is one of the key reasons, which is where the 1st point is very important.

Most of its income is generated in Karix and Singapore entity. This impacts its ability to either declare dividends or do buybacks beyond crores. Tanla perhaps need to merge Karix with itself to partly address the issue. The rapid pace of consolidation in the CPaaS industry might probabaly lead to only 3-4 global players in the coming years. From the annual reports, it seems Twilio has gone overboard on innovation , burning cash with series of acquisitions, getting into adjacencies, and now facing the heat of competition. Sinch too seems to be on similar lines but better placed than Twilio.

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There is always a pressure from customers. Telco putting pressure to reduce Aggregator’s share is a big one – how seriously this should be taken – I have no idea. However, the report does not mention about kore.ai which should provide incremental revenues. Overall, CPaSS is an industry where Indian companies can transform themselves into large meaningful global players.

Idea in now live for nearly 3 months – hope they can come out with a clear blueprint of the international foray incl addressing – geographies, customer segments , teams etc. The entire charm and valuation beyond PE of 20x will depend upon this. I believe this has the potential to take its price to 5 digits over 5 years if it is successful. But first it needs to articulate in meaningful terms and investors (particulary Indian MF’s) to buy into that vision.

Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. All things which tanla has right now, relationship with Voda, Brokerage reports with buy target, promoter open market purchases, cash on books, high growth, is what tanla boasted in the 2007 era. Many veterans on VP have made losses in it in the past. I think that’s because Tanla took a much bigger share of DLT revenue when DLT was launched. If Route is handling a customer’s enterprise messages, the SMS traffic may still use Tanla’s DLT for scrubbing. Overall Tanla leadership/management needs to acknowlege the fact that Tanla has fallen perhaps the highest in this meltdown.

To me, it appears competitors provided better pricing forcing Tanla to reduce their pricing? The usage of “priority customers” is very worrying. This means some big customers are bargaining hard on pricing. Wisely revenues in q2 and beyond is correct. Of course a bit of idea will come in Q1, but truecaller there will be no revenues. For 2 months likely to be around 10 crores at best.

Twilio Inc

Will await Q2 results and take a call whether to REDUCE. I am afraid the stock will take a major beating in the coming days for sure. Also, was there any update from Tanla about the strategy for Etisalat?

It seems enterprise business is getting beaten up pretty bad not only from revenue perspective , but even more so by margin perspective. This press release contains forward-looking statements, including, but not limited to, statements regarding Twilio’s expectations regarding the growth of our platform and solutions. These forward-looking statements are based on Twilio’s current expectations and inherently involve significant risks and uncertainties. Forward-looking statements speak only as of the date of this press release and Twilio does not undertake any obligation to update or revise these statements, except as may be required by law. By using this site, you are agreeing to security monitoring and auditing. They reported margin pressure – from Telco side – this is news.

HDFC has do you actually need a cfa to work in assetificantly lowered its target price for Tanla in its latest update . That’s why one should never trust the pricing guidance in an analyst report – scan the report to find new information or insights but that’s about it. One correction – Management has indicated it will use the cash to do buybacks. As per SEBI rules a company cannot do a fresh buyback within 1 year of expiry of last buyback. So Tanla can’t execute a buyback before September.

https://1investing.in/ is a member of Microsoft’s Senior Leadership Team where he serves as Executive Vice President of Security, Compliance Identity, and Management. Charlie brings decades of experience in the technology industry that will enable him to provide unique insights as Twilio builds the world’s leading Customer Engagement Platform. The addition of new customers is still good.

Twilio Appoints Charlie Bell to its Board

Maybe they are losing enterprise business big time and not coming clean on it OR some other explanation is there. Either way this is a million dollar question to be asked at the Concall and understood. 2-3bn potential revenue numbers as you mention correctly has no timeframe. Assuming if they can hit 2bn with wisely in FY23, it will be ok. Out of this 0.5 bn would likely be idea. Truecaller I dont know where they will take revenue – in enterprise business, or platform or both.

Perhaps even more imporant is that the Tanla story is not clear to larger investors and/or trust issues are there – this is something Uday Reddy as founder and CEO needs to address directly and squarely. Tanla ROCE will keep falling as it generates cash and sits on it. The cash in Singapore doesnt earn any interest either. Further Uday Reddy has declared multiple times that he won’t do acquisitions.

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Karix will sell to end customers – so definitely there will be revenue in Enterprise. Karix might share a part of that revenue with Tanla Platforms as license fees or revenue – then that part will get into Platform. But again no detail on geographies, customers etc – so you dont even know how this 2bn will unfold. With respect to DLT it doesn’t matter. Airtel and Voda/Idea DLT is with Tanla, JIo has other partners.

But for whatever promise the platform business shows it’s just 10-15% off the total revenues. Hoping that Truecaller can be the start of better times ahead. The results are worse than I could have even imagined. Worse than topline drop is the margin erosion.

Typically Q1 has seen a de-growth from Q4 historically. However, in last 2 years Covid impact was severe in Q1. Additionally Idea deal should also chip in. I would like to see a sequential growth in topline of atleast 4-5% magnitude. Unless they have lost some large business /account this should be feasible.

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An excerpt from Sinch’s AR “The variations in operator tariffs affect our margins. Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.

Unless Uday Reddy gives an honest account for the business in call tomorrow, lots of investors are gonna foldup. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. Again I want to mention that Tanlas drop might not be a a pure market reaction to margin drop/biz pf.

To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Your request has been identified as part of a network of automated tools outside of the acceptable policy and will be managed until action is taken to declare your traffic. Tanla keeps accumulating cash and does not upgrade infrastructure on a timely basis? Have they been boosting free cash flow at the expense of timely upgrade of computing infrastructure. Could somebody who speaks “management” decode this?

For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Competitors – Route, Valuefirst , ACL , Ghupshup & few others. Most of them have market share between 5-10% except Route – which will be higher now.

• Biggest question which I am never able to understand is how can DLT volumes be growting at 30% and enterprise at 20%.
• The difference is not understandable by me.
• Trading on margin increases the financial risks.
• Will await Q2 results and take a call whether to REDUCE.

It gives an opportunity for several players to participate in the consortium with a common objective of achieving greater value for themselves than they could capture alone. It helps create and share value in collective for a common set of customers. Please declare your traffic by updating your user agent to include company specific information. Platform Wisely revenue will be step by step, slow and steadily it will grow in the next 4 to 6 quarters, very happy and confident how its progressing. VI – wisely integration mostly done, another couple of weeks to complete.

Then what is going to be the use of cash sitting out in Singapore entity? I would rather they do a meaningful acquisition as valuations curently are low and could be best deployment of cash. Else pay dividends out of that company, incur income tax but get atleast 3/4th of that money into use – do buybacks, if you don’t want to do acquisitions. Tanla doesnt have cash in the parent company.

100% of A2P business has to go thru DLT. So simply speaking Volume of A2P sms and DLT volume will be similar. The report also mentions Tanla is losing market share in DLT, which is possible as Idea is losing market share.

As i mentioned in my earlier post, Tanla has huge potential but management has to be transparent and help investors understand the business and numbers better. My hopes for a 3-4% sequential growth are fading with the dip in wallet share of two large enterprise accounts. Yes, platform is less than 10% of revenues right now. However, accounting for 25%+ share of gross margin (this quarter it is 30%) and hence extremely revelant.