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Fly News Breaks for June 21, 2018
TWLO
Jun 21, 2018 | 09:03 EDT
After hosting investor meetings with management, William Blair analyst Bhavan Suri says he continues to like the Twilio story and remains a buyer of the stock. The analyst left "incrementally more confident" in the company's ability to sustain core base revenue, excluding Uber, growth of 30% over the next few years driven by continued adoption of Twilio's platform by new customers and expansion with existing customers. He keeps an Outperform rating on the shares.
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