Twilio (TWLO) just reported a quarter where revenues grew 77%, yet the guidance suggests 2019 revenue growth of only 34%. Part of the issue is the inclusion of slower growing SendGrid (SEND) in the 2019 results.2018 Revenues Twilio - $650MSendGrid - $145Me2019 GuidanceTotal - $1,071MThe slower growth rate will make the stock less attractive in 2019. Twilio has a market cap of $16 billion based on the forecast for 141 million shares outstanding in 2019. Don't chase this over hyped story. Disclosure: No position