Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Twilio (TWLO) delivered strong Q4 2025 results, beating top and bottom line estimates, with accelerating revenue growth and GAAP profitability. TWLO's guidance for 2026 was solid, expecting 11.5%-12.5% reported revenue growth and at least $1.04 billion in free cash flow. Valuation is attractive at just over 20x expected adjusted earnings and 3x sales, notably lower than many AI peers.
TWLO beats Q4 estimates as earnings jump and revenues rise 14% Y/Y, backed by strong margins and upbeat 2026 guidance.
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 (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.
TWLO's Q4 results are anticipated to reflect the benefits of strong digital adoption and AI-driven upgrades across its product suites.
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.
Twilio (TWLO) concluded the recent trading session at $111.85, signifying a +2.15% move from its prior day's close.
Twilio (TWLO) reached $123.72 at the closing of the latest trading day, reflecting a -8.94% change compared to its last close.
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.
Twilio (TWLO) concluded the recent trading session at $128.3, signifying a +1.49% move from its prior day's close.