Twilio Inc. (TWLO)
Twilio's Much Needed Correction Is Here - New Growth Catalysts Ahead
Thank the market's over-reaction for TWLO's much needed pullback, since it brings the stock back to our Buy Zones and nearer to its peers' valuations. While the deteriorating gross/ EBIT margins are concerning, we believe that these headwinds are likely to be temporary, as we cycle through the upcoming pricing and cost actions. If anything, TWLO's new launches are already triggering improved cross selling trends, as observed in the higher dollar-based net expansion rate and the growing customer count.
Twilio: Another Chance To Buy
Twilio delivered strong Q2 revenue growth, beating estimates and seeing accelerating customer account additions to a new high. TWLO's profitability continues to improve, with GAAP profitability achieved, free cash flow rising, and share buybacks helping to offset dilution. Q3 EPS guidance was conservative, but management's history of underpromising and overdelivering suggests potential for future beats.
Twilio Q2: Won't Remain Cheap For Too Long
Twilio's fundamentals remain strong, with four consecutive quarters of revenue acceleration and Segment business reaching profitability, despite recent stock selloff. Management raised full-year revenue and free cash flow guidance, and reiterated its 2027 targets, including 21-22% non-GAAP operating margin and $3B in cumulative free cash flow. Recent product innovations and a strategic partnership with Microsoft position Twilio to capture a $158B TAM in Communications, Data, and AI.
Twilio: Full Steam Ahead In Q2, Buy The Dip
With the S&P 500 at highs, I recommend rotating into undervalued small/mid-cap stocks like Twilio for better risk/reward. Twilio's strong Q2 results, improved organic growth, and raised guidance make its post-earnings dip a buying opportunity. Valuation is attractive: Twilio trades at just ~14x forward FCF, with recurring revenue and improving fundamentals.
Twilio Beats on Q2 Earnings, Stock Dips 11% on Dim Q3 Profit Guidance
TWLO tops Q2 earnings and lifts 2025 revenue outlook, but shares sink on weaker-than-expected Q3 profit forecast.
Twilio Inc. (TWLO) Q2 2025 Earnings Call Transcript
Twilio Inc. (NYSE:TWLO ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Aidan Viggiano - Chief Financial Officer Bryan Vaniman - Senior Vice President of Corporate Development, Investor Relations & Treasury Khozema Z. Shipchandler - CEO & Director Thomas Wyatt - Chief Revenue Officer Conference Call Participants Aleksandr J.
Twilio (TWLO) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Twilio (TWLO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Twilio (TWLO) Q2 Earnings and Revenues Surpass Estimates
Twilio (TWLO) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.87 per share a year ago.
Twilio Set to Report Q2 Earnings: What's in Store for the Stock?
TWLO's Q2 results are likely to reflect the benefits of AI integration, deepened collaborations and customer additions.
Seeking Clues to Twilio (TWLO) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Twilio (TWLO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Twilio (TWLO) Reports Next Week: Wall Street Expects Earnings Growth
Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
