Will Twilio (TWLO) Beat Estimates Again in Its Next Earnings Report?

Core Viewpoint - Twilio (TWLO) has a strong track record of exceeding earnings estimates and is well-positioned for future earnings reports, particularly with an average surprise of 19.89% over the last two quarters [1]. Earnings Performance - In the last reported quarter, Twilio achieved earnings of $1.02 per share, surpassing the Zacks Consensus Estimate of $0.87 per share, resulting in a surprise of 17.24% [2]. - In the previous quarter, Twilio was expected to report earnings of $0.71 per share but delivered $0.87 per share, leading to a surprise of 22.54% [2]. Earnings Estimates - There has been a favorable shift in earnings estimates for Twilio, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of an earnings beat [3][6]. - The current Earnings ESP for Twilio is +0.33%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [6]. Predictive Power of Earnings ESP - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [4]. - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [5]. Future Outlook - Twilio's next earnings report is expected to be released on February 13, 2025, and the combination of a positive Earnings ESP and a Zacks Rank 3 indicates a potential for another earnings beat [6].