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#	AUTHOR DATE SUBJECT
18	member 5/04/17 2:46PM Re: Re: Re: Re: VG - Uber revenue? TWLO loss is likely VG gain 15
http://www.nojitter.com/post/240171954/vonage-amps-up-with-nextgen-nexmo-voice-api "These bring all sorts of cost and quality advantages to bear," added Masarek, who said he believes Vonage's costs can be as much as 30% of what competitors without direct peering relationships charge. 30% of, not 1 view available tags
17	member 5/03/17 10:48AM Re: Re: VG - Update - Amazon Chime - SOTP Update - Amazon Buyout? 14
You are right. I screwed up that in the earlier one. Here is updated before adjusting revenue up for Uber. Scenarios: Upside Base Low Consumer Business $680.0 $680.0 $680.0 VBS (ex. Nexmo) NTM Rev. $365.0 $365.0 $365.0 Mult. 4.1x 3.6x 3.1x TEV $1,496.5 $1,314.0 $1,131.5 Nexmo NTM Rev. $125.0 $125.0 $125.0 Mult. 6.0x 5.5x 5.0x TEV $750.0 $687.5 $625.0 SOTP $2,926.5 $2,681.5 $2,436.5 Less: Net debt ($292.6) ($292.6) ($292.6) Estimated equity value $2,633.9 $2,388.9 $2,143.9 Shares outstanding 1 view available tags
16	member 5/03/17 10:44AM Re: Re: Re: Re: VG - Uber revenue? TWLO loss is likely VG gain 15
Twilio was priced 100% above competitors on some services. Their network is not that amazing notwithstanding its name "Super Network". I guarantee you the pricing they are charging will not hold up. If you play... login to read the rest view available tags
13	member 5/02/17 9:25PM Re: Re: VG - Uber revenue? TWLO loss is likely VG gain 12
Nexmo will get big chunk of this - if not almost all. Nexmo offers far fairer billing practices and VG also has cost advantages over Twilio. I think Twilio will bounce back a bit from... login to read the rest view available tags
12	member 5/02/17 6:11PM Re: VG - Uber revenue? TWLO loss is likely VG gain 11
I agree it's significant and Nexmo likely wins at least a good part of the business, but there are two big offsets. (i) Twillio indicated that not only is TWLO multi-sourcing CPaaS, but they're looking... login to read the rest 2 view available tags
8	member 10/13/16 6:21PM Who gets the customer?
Does Uber (for an example) need to do business with both Nexmo and Twilio? CPaaS players seem to claim many of the same customers. It would help to better understand if they provide complimentary or competing pieces... login to read the rest 1 view available tags
7	member 9/14/16 2:06PM Interesting Jamous (Nexmo CEO) Interview from April
Good description of current and future use cases, company background https://www.cleverism.com/cp11-nexmo-podcast-tony-jamous-cloud-communication-api/ 1 view available tags
5	member 7/20/16 4:56PM Re: Re: Nexmo bid ask spread 3
Lukai, Thank you for sharing this. I wanted to ask you smth and was deciding btw posting it in your idea thread or here. Evenutally decided to ask it here. 1. EBITDA margin for Business Segment in... login to read the rest 2 view available tags
3	member 7/20/16 7:15AM Re: Nexmo bid ask spread 2
Sponsors took mostly cash, Nexmo mgmt took mostly stock and remain with the company. 3 view available tags
1	member 7/19/16 1:02PM oh, telephone line, give me some time...
Thx for the writeup, and agreed on Lukai's excellent - a few questions tho: 1) Nexmo deal was majority cash - if they saw future path a la TWLO, why take this deal and have a... login to read the rest view available tags

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			2016	2017
Price:	6.08	EPS	0	0
Shares Out. (in M):	227	P/E	0	0
Market Cap (in $M):	1,380	P/FCF	0	0
Net Debt (in $M):	404	EBIT	0	0
TEV (in $M):	1,784	TEV/EBIT	0	0

Description

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