AI-Powered Voice Automation for Enterprise Event Management - Real-Time Event Support, Intelligent Call Routing, AI Registration Workflows & High-Margin SaaS Monetization Across the Global Events Industry NEW YORK CITY, NY AND TORONTO, ON / ACCESS Newswire / February 27, 2026 / Nextech3D.ai (OTCQX:NEXCF)(CSE:NTAR)(FSE:EP2), a leader in AI-powered event technology and enterprise engagement solutions, today announced the official launch of Eventdex AI Voice Concierge, a real-time AI voice automation layer emb ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-K _____________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT 1934 For the fiscal year ended December 31, 2025 ☐ 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 _____________________________________________ TWILI ...

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall St ...

Core Insights - Twilio Inc. reported a strong fourth-quarter earnings beat and provided optimistic guidance for 2026, leading to a rise in stock price [1][2] Group 1: Q4 Performance - Twilio's revenue grew 14% year over year to approximately $1.36 billion, indicating broad-based strength across products and channels [2] - Voice segment experienced its best growth in three years, while messaging trends remained solid, and self-serve and ISV revenue increased by over 25% [3] - Multi-product customer adoption rose by 26%, and software add-ons like Verify grew more than 20% [3] Group 2: FY26 Outlook - Twilio's fiscal 2026 guidance exceeded expectations, projecting around 12% revenue growth at the midpoint, with adjusted operating income and free cash flow of about $1.05 billion, leading to an operating margin near 18.5% [4] Group 3: Profitability and Margins - Despite margin pressures from rising A2P fees, Twilio maintained profitability through platform efficiencies and cost discipline, with an operating margin of 18.8% and adjusted EPS of $1.33, surpassing expectations [6] - The company anticipates first-quarter revenue of $1.34 billion and EPS of $1.30 [6] Group 4: AI and Market Positioning - Strong momentum in Voice AI, which surged over 60% year over year, along with significant customer wins, reinforces Twilio's role as a foundational layer for AI-driven communications [5]

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

Core Insights - Twilio Inc. reported better-than-expected fourth-quarter 2025 results, with non-GAAP earnings of $1.33 per share surpassing the Zacks Consensus Estimate of $1.24 and showing a year-over-year increase from $1.00 [1][10] - The company's revenues reached $1.37 billion, exceeding the consensus mark of $1.32 billion and management's guidance of $1.31-$1.32 billion, reflecting a 14% year-over-year growth [2][10] Financial Performance - Twilio's dollar-based net expansion rate was 109%, consistent with the previous quarter and up from 106% in the year-ago quarter, with active customer accounts increasing to over 402,000 [3] - Non-GAAP gross profit increased by 9.9% year over year to $682.2 million, while the non-GAAP gross margin contracted by 210 basis points to 49.9% due to an unfavorable product mix [4] - Non-GAAP operating income rose by 29.7% year over year to $255.6 million, with the operating margin expanding by 220 basis points to 18.7% driven by reduced expenses [4][10] Expense Management - General & administrative (G&A) expenses decreased to $68.2 million from $85.8 million in the year-ago quarter, accounting for 5% of quarterly revenues, down from 7.2% [5] - Research & development (R&D) expenditures increased to $183.6 million from $167 million, representing 13.4% of fourth-quarter revenues, down from 14% [5] - Non-GAAP sales & marketing costs rose to $174.8 million from $170.9 million, accounting for 12.8% of fourth-quarter revenues, lower than 14.3% in the year-ago quarter [6] Balance Sheet and Cash Flow - As of December 31, 2025, Twilio had cash and cash equivalents of $2.47 billion, slightly up from $2.46 billion at the end of the previous quarter, with long-term debt at $992.3 million [7] - The company generated an operating cash flow of $271.6 million and a free cash flow of $256.1 million during the fourth quarter, repurchasing shares worth $198 million [7] - For the full year 2025, Twilio generated an operating cash flow of $1.0 billion and a free cash flow of $945.4 million, with $854.6 million in share repurchases [8] Guidance for FY26 - Twilio anticipates revenue growth for 2026 in the range of 11.5-12.5%, with organic revenue growth projected at 8-9% [10][11] - The company expects non-GAAP income from operations to be between $1.04 billion and $1.06 billion, with free cash flow projected in the same range [11] - For the first quarter of 2026, Twilio forecasts revenues between $1.31 billion and $1.32 billion, indicating a year-over-year increase of 9.5-10.5% [12]

Company Overview - Twilio (NYSE: TWLO) is a leader in the communications platform as a service (CPaaS) sector, specializing in text and voice messaging, user authentication, identity verification, and email services [1] Market Position - Over the years, Twilio has established a dominant position in its market, becoming a reliable choice for marketers [1] Analyst Background - The analysis is provided by Ian Bezek, a former hedge fund analyst with extensive experience in Latin American markets and a focus on high-quality compounders and growth stocks [1]

Core Viewpoint - 2026 is projected to be a challenging year for software stocks as investors assess the impact of AI and vibe coding on enterprise software [1] Group 1: Industry Insights - The software industry is facing significant scrutiny as investors question the ability of emerging technologies like AI to disrupt traditional enterprise software [1] - The experience of analysts covering technology companies and working in Silicon Valley highlights the evolving themes within the software sector [1] Group 2: Analyst Background - Gary Alexander has extensive experience in both Wall Street and Silicon Valley, contributing to his insights on the technology industry [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]

Core Insights - 2026 is projected to be a challenging year for software stocks, with investors questioning the impact of AI and vibe coding on enterprise software [1] Group 1: Industry Trends - The software industry is facing significant scrutiny as investors assess the potential of AI and vibe coding to disrupt traditional enterprise software [1] - The combined experience of industry experts highlights the ongoing themes shaping the technology sector, particularly in relation to startups and established companies [1] Group 2: Analyst Background - Gary Alexander has extensive experience in both Wall Street and Silicon Valley, providing insights into the technology landscape [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]

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