Twilio Aktie News

Twilio Inc. ( TWLO ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Bryan Vaniman - Senior Vice President of Corporate Development, Investor Relations & Treasury Khozema Shipchandler - CEO & Director Aidan Viggiano - Chief Financial Officer Thomas Wyatt - Chief Revenue Officer Conference Call Participants James Fish - Piper Sandler & Co., Research Division Sitikantha Pa...

Twilio stock rose after the software maker reported Q3 earnings that topped estimates and hiked its full-year revenue outlook.

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its third quarter ended September 30, 2025. “Twilio saw another record quarter of revenue and non-GAAP income from operations and as a result, we've raised our revenue, profitability and free cash flow ta...

Twilio continues to show strong fundamental improvement, with rising revenue, profits, and cash flow driven by expanding active accounts and operational efficiency. TWLO maintains a robust net cash position of $1.55 billion, providing flexibility and supporting ongoing growth initiatives and customer wins across various sectors. Despite positive trends, TWLO's current valuation remains too high...

I am reiterating my “buy” rating on Twilio with an updated price target of $160 price target, representing 47% upside from current levels. For renewed investor confidence, Twilio must deliver at least 13% YoY revenue growth, maintain an 18% non-GAAP operating margin, and raise FY25 guidance. Upward revisions from analysts and momentum in large deals, AI-driven products, and cross-selling suppor...

Twilio is regaining momentum with double-digit organic revenue growth, driven by AI adoption and expanding customer spending. TWLO's Q3 guidance appears conservative, and consistent EPS beats suggest potential for an upside surprise in upcoming results. The stock trades at just over 20x forward EPS, with strong free cash flow and aggressive share buybacks making TWLO a bargain.

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the global release of a new suite of powerful data features designed to help enterprises build, maintain, and scale exceptional customer experiences with trusted data. Platform-wide capabilities now include Granular Obs...

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 third quarter 2025 results will be released on Thursday, October 30, 2025, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, October 30, 2025 to discuss...