昨天Twilio發表財報, 跌了7.3%.
我還沒看TWLO的季報結果, 不過之前因為它不斷飆高, 我又做了些研究:
Twilio的產品其實被整合進了很多上市的軟體公司裡, 像是Adobe, Autodesk, Intuit, Microsoft, Oracle, Zendesk, Salesforce.com, ServiceNow.
而這句話也很有趣: "And both AWS and Twilio have an ecosystem of partners (Zendesk, amongst others), who have built contact center apps of their own, using these very same platforms." (Amazon的AWS是另一個主要的contact center平台)
不覺得很奇妙嗎? 軟體公司之間, 也建立了自己的生態系統.
這兩段寫Twilio也挺容易懂的:
"JMP Securities analyst Patrick Walravens was more helpful in explaining the Twilio lovefest from investors. He compared the company favorably to Amazon.com Inc.’s Amazon Web Services cloud-computing division, in that they both focus on providing tools to developers that are essential to their job, and profiting when those developers’ apps grow large.
“AWS started with three very commoditized products — compute, storage and bandwidth — but then they built layer upon layer on top of that,” the analyst explained. “Twilio in a very similar way begins with a couple of equally commoditized products, which is voice and messaging, and built a set of more sophisticated tools, and on top of more sophisticated tools they’ve built what is effectively applications.”
我的感覺是, 它已經成為生態系統中重要的一員後, 就等於是在慢慢做它的護城河了(而且還能跟Amazon的AWS分庭抗禮). 昨天的股價大跌, 應該也是一時的.
以上供參. 有興趣的讀者可以再多做些研究, 也可以爬一下季報結果.
文章來源: https://www.marketwatch.com/story/twilio-stock-has-already-tripled-this-year-and-is-headed-for-its-best-day-ever-heres-why-2018-11-07
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