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Bullish Case: TWLO's commitment to innovation in AI and customer engagement may revitalize growth. The company's cost-saving measures signal improvements in profitability.


Bearish Case: Exec turnover, forecast uncertainty, and operational review of key segments highlight risks. Market's subdued response to cost-cutting might continue.


Potential Outcomes: TWLO's direction hinges on cost-cutting success (40%) and segment review outcomes (30%). Market volatility could affect performance (30%).


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March 30, 2024


Twilio Forecast

TWLO        Twilio
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)






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