Twilio Inc. (TWLO)
Twilio: Consistent Growth And Rising Cash Flow
Twilio (TWLO) delivered a Q4 beat-and-raise and issued a robust FY26 growth outlook, yet shares remain down over 20% year-over-year. Despite skepticism around software stocks, TWLO's stable recurring revenue and healthy cash flow multiples support a continued buy rating. TWLO guides to 11.5-12.5% FY26 revenue growth and 18.5% FCF margin, trading at 14.5x EV/FCF and 2.7x EV/revenue.
Twilio Inc. (TWLO) Q4 2025 Earnings Call Transcript
Twilio Inc. (TWLO) Q4 2025 Earnings Call Transcript
Twilio (TWLO) Tops Q4 Earnings and Revenue Estimates
Twilio (TWLO) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1 per share a year ago.
Twilio Set to Report Q4 Earnings: What's in Store for the Stock?
TWLO's Q4 results are anticipated to reflect the benefits of strong digital adoption and AI-driven upgrades across its product suites.
Twilio: Too Expensive For An Upgrade, Even As Upcoming Earnings Look Promising
Twilio continues to deliver strong revenue and profitability growth, driven by a rising active customer base and operational efficiency gains. Despite robust fundamentals and a $1.47 billion net cash position, TWLO's valuation remains elevated, justifying a continued 'hold' rating. Management forecasts 12.4–12.6% annual revenue growth and adjusted EPS of $1.17–$1.22 for Q4, with analysts expecting results at the high end.
Why the Market Dipped But Twilio (TWLO) Gained Today
Twilio (TWLO) concluded the recent trading session at $111.85, signifying a +2.15% move from its prior day's close.
Why Twilio (TWLO) Dipped More Than Broader Market Today
Twilio (TWLO) reached $123.72 at the closing of the latest trading day, reflecting a -8.94% change compared to its last close.
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to 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.
Why Twilio (TWLO) Outpaced the Stock Market Today
Twilio (TWLO) concluded the recent trading session at $128.3, signifying a +1.49% move from its prior day's close.
Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
Twilio (TWLO) Suffers a Larger Drop Than the General Market: Key Insights
The latest trading day saw Twilio (TWLO) settling at $129.83, representing a -1.65% change from its previous close.
Twilio: A Strong Agentic AI Play
Twilio is delivering strong double-digit revenue growth, driven by robust enterprise cloud adoption and improving net retention rates, now at 109%. TWLO is strategically transitioning to an AI-native customer engagement platform, targeting the fast-growing agentic AI market for accelerated future growth. Non-GAAP operating income is surging at rates of 20%+ annually, and growing net retention, as well as TAM expansion in the agentic AI market, present levers for stronger earnings growth.
