Twilio (TWLO) Climbs 20% on Q3 Earnings, Upbeat Outlook

Core Insights - Twilio Inc. (NYSE:TWLO) has shown significant stock performance, with shares increasing by 19.8% week-on-week, driven by strong earnings and an optimistic growth outlook for 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, supported by an operating income of $40.95 million, reversing a previous operating loss of $4.89 million [2]. - Revenue for Twilio grew by 15% year-on-year, reaching $1.30 billion, up from $1.13 billion [2]. Growth Outlook - The company raised its revenue growth outlook to a range of 12.4% to 12.6%, up from the previous estimate of 10% to 11% [3]. - Organic revenue growth is now projected at 11.3% to 11.5%, an increase from the earlier target of 9% to 10% [3]. - For Q4, Twilio anticipates revenues between $1.31 billion and $1.32 billion, reflecting a year-on-year increase of 9.5% to 10.5% [3]. Strategic Developments - Twilio has entered into a definitive agreement to acquire Stytch, Inc., an identity platform for AI agents aimed at developers, with the transaction expected to close in mid-November [4].