Twilio (TWLO) Soars 19.5% on Impressive Earnings

Core Insights - Twilio Inc. (NYSE:TWLO) experienced a significant stock price increase of 19.51% on Friday, closing at $134.88, driven by strong earnings and an optimistic growth outlook for fiscal year 2025 [1][3]. Financial Performance - Twilio reported a net income of $37.2 million, a turnaround from a net loss of $9.7 million in the same period last year. Revenue increased by 15% to $1.3 billion, up from $1.13 billion year-on-year [2]. - The company raised its revenue growth outlook to a range of 12.4% to 12.6%, compared to the previous estimate of 10% to 11%. Organic revenue growth is now expected to be between 11.3% and 11.5%, up from the prior range of 9% to 10% [4]. Strategic Developments - Twilio announced a definitive agreement to acquire Stytch, Inc., an identity platform for AI agents designed for developers, with the transaction expected to close in mid-November, pending closing conditions [5]. Market Position - The CEO of Twilio highlighted broad-based strength across various customer segments, indicating that startups, enterprises, and independent software vendors (ISVs) are increasingly choosing Twilio for customer engagement solutions [3].