Released
April 28th, 2021
Business Breakdowns
Ro Nagpal - Twilio: Messaging, Margins, and Markets
Ro Nagpal is a senior investment professional at Holocene Advisors. We cover Twilio's unique approach to distribution, how lower gross margins versus peers can work to its advantage, and why Twilio's revenue model aligns incentives with its customers.
Public Equity
Technology
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