Twilio Stock News

Twilio shares just skyrocketed -- but why? Here's what you need to know about the software developer's third-quarter results.

Start Time: 17:00 January 1, 0000 6:03 PM ET Twilio, Inc. (NYSE:TWLO ) Q3 2024 Earnings Call October 30, 2024, 17:00 AM ET Company Participants Khozema Shipchandler - CEO Aidan Viggiano - CFO Bryan Vaniman - SVP of IR Conference Call Participants Arjun Bhatia - William Blair Jim Fish - Piper Sandler Rich Magnus - Wolfe Research Taylor McGinnis - UBS Ryan MacWilliams - Barclays Meta Marshall - M...

Twilio stock rose after the maker of communications software reported Q3 earnings that topped views and raised its full-year sales outlook. The post Twilio Earnings Top Estimates.

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its third quarter ended September 30, 2024. “Twilio continues to operate with financial discipline, operating rigor, and focused innovation, which has enabled us to deliver a strong third quarter of doubl...

Twilio is inherently undervalued compared to historical trends and its communication peers, despite the market-leading CPaaS position and growing multi-year RPOs. Despite past volatility and market pessimism, its robust profitability highlights its potential for significant upside potential and sustained shareholder returns. The recently released CustomerAI platform has triggered TWLO's raised ...

Twilio's focus has shifted from growth to profitability, with organic growth rates slipping to 7% in recent quarters, raising valuation concerns. Despite AI integrations, Twilio's growth hasn't accelerated, and the limited gross margins might constrain operating margin expansion. The stock needs a growth catalyst in the upcoming Q3 earnings to justify trading at 18x adjusted EPS targets, as the...

Twilio stock's recent outperformance has calmed the market and brushed aside previous pessimism about its business model. Investors likely expect a robust Q3 update and outlook. Notwithstanding the recent surge, TWLO's valuation remains non-aggressive. Twilio has started to embed Generative AI into its internal workflows and offerings, potentially lifting its gross margins over time.

While one company is witnessing outstanding growth thanks to AI, the other one is trying to take advantage of this technology to prop up its fortunes.