hapabapa Introduction & Investment Thesis I last wrote about Twilio (NYSE:TWLO) in July, where I upgraded my rating on the stock from “hold” to “buy” as I believed that the company was starting to demonstrate early signs of stabilization after the management conducted a business review of its Segment business and laid out its long-term plan for success. Although revenue growth had not accelerated at the time of my writing, it had started to see some signs of stabilization in its Net retention rate. Sinc ...

Twilio (TWLO) shares have been beaten down the last few years but it's still growing its business. This Zacks Rank #1 (Strong Buy) is expected to grow earnings by 31% this year.Twilio operates a Customer Engagement Platform (CEP) that allows companies to build direct, personalized relationships with their customers worldwide. It covers sales to marketing to growth.It operates across 180 countries and territories and, as of June 30, 2024, had 316,000 active customer accounts.Another Beat by Twilio in the Sec ...

Twilio Inc. (TWLO) shares gained 6.7% during Thursday’s extended trading session after the cloud communication company reported better-than-expected second-quarter 2024 results.The programmable communication tool provider reported non-GAAP earnings of 87 cents per share, which surpassed the Zacks Consensus Estimate of 71 cents and came above management’s guidance range of 64-68 cents.The bottom line also witnessed a robust improvement from the year-ago quarter’s earnings of 54 cents. The strong year-over-ye ...

For the quarter ended June 2024, Twilio (TWLO) reported revenue of $1.08 billion, up 4.3% over the same period last year. EPS came in at $0.87, compared to $0.54 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.06 billion, representing a surprise of +2.59%. The company delivered an EPS surprise of +22.54%, with the consensus EPS estimate being $0.71.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they comp ...

Twilio Inc. (NYSE:TWLO) Q2 2024 Earnings Conference Call August 1, 2024 5:00 PM ET Company Participants Bryan Vaniman - SVP of IR Khozema Shipchandler - CEO Aidan Viggiano - CFO Conference Call Participants Quinton Gabrielli - Piper Sandler Mark Murphy - JPMorgan Taylor McGinnis - UBS Meta Marshall - Morgan Stanley Ryan Koontz - Needham & Co. Rich Magnus - Wolfe Austin Cole - Citizens JMP Nick Altmann - Scotiabank Yanni Samoilis - Baird Derrick Wood - TD Cowen Billy Fitzsimmons - Jefferies Operator Good day ...

Twilio (TWLO) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.54%. A quarter ago, it was expected that this company would post earnings of $0.60 per share when it actually produced earnings of $0.80, delivering a surprise of 33.33%.Over the last four quarters, the company has surpa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-Q _____________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37806 ____________________________________________ ...

Exhibit 99.1 1 Twilio Announces Second Quarter 2024 Results • Revenue of $1.08 billion, up 4% reported and 7% organic year-over-year • GAAP Loss from Operations of $19 million, a $123 million improvement year-over-year • Non-GAAP Income from Operations of $175 million; raised full year guidance to $650 to $675 million SAN FRANCISCO--(BUSINESS WIRE)--August 1, 2024--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported finan ...

Twilio Inc. (TWLO) is likely to beat expectations when it reports second-quarter 2024 results after market close on Aug 1.For the second quarter, the company anticipates revenues between $1.05 billion and $1.06 billion. The Zacks Consensus Estimate for revenues is pinned at $1.06 billion, indicating a marginal improvement of 1.7% from the year-ago quarter’s revenues of $1.04 billion.Twilio anticipates non-GAAP earnings per share between 64 cents and 68 cents. The consensus mark for earnings is pegged at 71 ...

Twilio (TWLO) closed the most recent trading day at $57.42, moving +1.81% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.51% for the day. Meanwhile, the Dow gained 0.2%, and the Nasdaq, a tech-heavy index, lost 0.93%.Prior to today's trading, shares of the company had gained 2.14% over the past month. This has outpaced the Computer and Technology sector's loss of 2.41% and the S&P 500's loss of 0.26% in that time.Investors will be eagerly watching for the per ...