Latest news with #TwilioInc
Yahoo
6 days ago
- Business
- Yahoo
Twilio (TWLO) Drops to New Low on Profit Margin Headwinds
We recently published . Twilio Inc. (NYSE:TWLO) is one of the best-performing stocks on Monday. Twilio Inc. dropped its share prices for a third consecutive day on Monday to touch a new three-month low, as investor sentiment soured on the company's profit margin headwinds. At intra-day trading, Twilio Inc. (NYSE:TWLO) dropped to a three-month low of $91.85, from $92.85 last April 30, before a slight uptick to end the day just down by 6.31 percent at $92.44 apiece. Monday also marked the second day of falling below the $100 territory, a level it last touched on May 1. In recent news, Twilio Inc. (NYSE:TWLO) swung to a net income attributable to shareholders of $22.4 million from $31.8 million in the same period last year. Revenues increased by 13.5 percent to $1.228 billion from $1.082 billion year-on-year. Copyright: prykhodov / 123RF Stock Photo Following the results, Twilio Inc. (NYSE:TWLO) raised its organic revenue growth guidance to between 9 and 10 percent, from the 7.5 to 8.5 percent expected previously. Revenues were targeted to increase by 10 to 11 percent year-on-year. While we acknowledge the potential of TWLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-08-2025
- Business
- Yahoo
Why Twilio Shares Sank Today
Key Points Twilio recorded an impressive quarter, but it appears revenue growth will slow and margins will compress in the quarter ahead. Shares may look cheap on a non-GAAP basis, but the company pays high stock-based compensation to employees. That being said, the company is buying back stock to offset the high SBC. 10 stocks we like better than Twilio › Shares of Twilio (NYSE: TWLO) fell 18.9% on Friday, as of 3:47 p.m. ET. Twilio reported earnings last night, and while results beat analyst expectations on all counts, it seems the company's guidance disappointed -- enough to cause today's severe sell-off. Twilio has a strong quarter but weaker outlook In the second quarter, Twilio grew revenue 13% to $1.23 billion, with adjusted (non-GAAP) earnings per share of $1.19. Both figures handily beat analyst expectations. Underlying metrics were also strong, with the total customer count up 10% year over year and the dollar-based net expansion rate -- how much money existing customers grew their spending relative to last year, net of churn -- came in at 108%, an acceleration over the 102% rate in the year-ago quarter. However, when it came to third-quarter guidance, Twilio may have left some wanting. Management projected revenue growth of 10% to 11%, a two-point deceleration, as well as compression in operating margin as it forecast $210 million in adjusted operating income. That would actually mark a sequential decrease from Q2's $221 million. Twilio is cheap by software standards, but maybe for a reason Twilio may look quite cheap relative to other software-as-a-service stocks, as it trades at just 22 times this year's adjusted earnings estimates. However, Twilio also pays a lot of stock-based compensation to employees, which totaled $149 million in the quarter. Adding those costs back, Twilio was barely profitable. Twilio does have an excellent balance sheet, with over $2.5 billion in cash and no debt, and it is using that cash to offset the share dilution. However, the lack of generally accepted accounting principles (GAAP) profitability may hamper the stock's ability to get back close to its 2021 highs anytime soon. Should you invest $1,000 in Twilio right now? Before you buy stock in Twilio, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Twilio wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Billy Duberstein and/or his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Twilio. The Motley Fool has a disclosure policy. Why Twilio Shares Sank Today was originally published by The Motley Fool Sign in to access your portfolio
Globe and Mail
15-07-2025
- Business
- Globe and Mail
Twilio to Announce Second Quarter 2025 Results on August 7, 2025
Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its second quarter 2025 results will be released on Thursday, August 7, 2025, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, August 7, 2025 to discuss its results with the investment community. Investors and analysts can register for the webcast at and the live webcast and replay will also be available on the Twilio Investor Relations website at The replay will be available until 11:59 p.m. (ET) on August 7, 2026. Twilio uses its investor relations website ( and the X (formerly Twitter) account of the company (@twilio) as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD. About Twilio Today's leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries and territories, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers. For more information about Twilio (NYSE: TWLO), visit:
Yahoo
15-07-2025
- Business
- Yahoo
Twilio to Announce Second Quarter 2025 Results on August 7, 2025
SAN FRANCISCO, July 15, 2025--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its second quarter 2025 results will be released on Thursday, August 7, 2025, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, August 7, 2025 to discuss its results with the investment community. Investors and analysts can register for the webcast at and the live webcast and replay will also be available on the Twilio Investor Relations website at The replay will be available until 11:59 p.m. (ET) on August 7, 2026. Twilio uses its investor relations website ( and the X (formerly Twitter) account of the company (@twilio) as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD. About Twilio Today's leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries and territories, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers. For more information about Twilio (NYSE: TWLO), visit: Source: Twilio Inc. View source version on Contacts Investor Contact:Bryan Vanimanir@ or Media Contact:Caitlin Epsteinpress@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
15-07-2025
- Business
- Business Wire
Twilio to Announce Second Quarter 2025 Results on August 7, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its second quarter 2025 results will be released on Thursday, August 7, 2025, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, August 7, 2025 to discuss its results with the investment community. Investors and analysts can register for the webcast at and the live webcast and replay will also be available on the Twilio Investor Relations website at The replay will be available until 11:59 p.m. (ET) on August 7, 2026. Twilio uses its investor relations website ( and the X (formerly Twitter) account of the company (@twilio) as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD. About Twilio Today's leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries and territories, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers. For more information about Twilio (NYSE: TWLO), visit: Source: Twilio Inc.
