Twilio Appoints Charlie Bell to its Board By Investing com

But for whatever promise the https://1investing.in/ 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.

I wouldn’t want a growth company focusing on dividends at all. I would much rather the cash is used either in buybacks or better still in sharp acquisitions or partnerships. Fusion Mediawould like to remind you that the data contained in this website is not necessarily real-time nor accurate.

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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.

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.

need assist choose usdc or usdt binance 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.

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Hence, A2P sms market grows x, DLT will be similar. The difference is not understandable by me. What role Tanla plays in the ecosystem apart from just being an orchestrator (network backbone/organizer) is something to be seen as the strategy evolves. Note that Tanla has already acquired some capabilities such as marketing automation platform, customer data platform and recommendation engine from previous acquisitions.

I remember they signed up with both UAE operators last year, but no updates since. Address issues of regulatory overhang – incl Nascom lobbying for app based notification instead of sms and of consent management . It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Your ability to comment is currently suspended due to negative user reports.

Twilio Appoints Charlie Bell to its Board

Key is wisely international rollout on which they are delayed by over 2 quarters now. Biggest question which I am never able to understand is how can DLT volumes be growting at 30% and enterprise at 20%. DLT is nothing but enterpise traffic being scrubbed. So volume and growth for both should be similar if not exactly same.

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.

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.

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Will Tanla be able to acheive that and move from good to great? Would the current investors be able to enjoy that? – possibly yes, if management is able to articulate the vision in meaningful quantitative terms rather than adjectives. It had last year mentioned that it will launch wisely internationally in Q4FY21. Then it moved the goalpost to Q2FY22 saying needs to make Idea successful and create case study.

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.

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A doubling of platform revenue (going from 10% to 20%) would mean adding 25-30% on Gross Margin. Truecaller will be a mix of enterprise and platform revenue I guess – but wont be sizeable in value terms this FY. India’s dialy volume of A2P sms is 1.5bn+, I think they are just targeting 1bn+ message for the 1st year which will amount to Crore topline.

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• Worse than topline drop is the margin erosion.
• Then what is going to be the use of cash sitting out in Singapore entity?
• However, in last 2 years Covid impact was severe in Q1.
• Truecaller will be a mix of enterprise and platform revenue I guess – but wont be sizeable in value terms this FY.
• Tanla keeps accumulating cash and does not upgrade infrastructure on a timely basis?

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.

TrueCaller started also going smoothly. Both VI & TrueCaller own based on better product not on pricing, wisely is costly, but everything on one platform. No guidance but confident that Margins to get back to 20% in the next two quarters Q2/Q3. Will understand better when investor presentation comes out.

Addressing the regulatory concern regarding in-app notifications vs SMS is of paramount importance and I hope this question gets asked in the upcoming concall. I will ask this question if I get a chance to ask it. As per the company response to my email, I am not concerned about this being a true threat, but clarity in concall is the best way to dispel this overhang. Ecosystem play is a different ball game altogether.

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.

• 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.
• 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.
• 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.
• The cash in Singapore doesnt earn any interest either.

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.

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.

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.

This could perhaps help stem the negative journey and send it into positive territory to a decent level. Our organic growth mission is in full flight. Our revenue and EBITDA has grown by 6x and 12x in the last six years. Uniqueness of Tanla is that while we grow like a startup, we have the balance sheet and cash flows of a market leader.