My TWLO plan after Q4 earnings

Portfolio: This report gave me the clarity I needed and informed my conviction level

A very upbeat Q4 earnings report from TWLO and an enthusiastic earnings call with the management team. I am sure they received some communications training after the Q3 earnings call - they performed better yesterday. After hours, the stock rose 18% to $238(last I checked), still below the $262 price at the start of the year and well off the 52-week high of $457.

Here is my read on the earnings report and more importantly, my plan regarding the stock. Refer to the TWLO financials map below.