The average customer that's been with twillio for a year is spending 30 % more than they were a year ago on twillio. Its all recurn it's a recurring revenue model, which is no like most soft wores the service companies run. As customers are growing and are using tilio more to communicate with their customers, they're actually spending more on on twilio's products and services.
If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia
(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.
Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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