Twilio Aktie News

Twilio was once a red-hot growth stock. But the bulls retreated as its revenue growth stalled out.

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Twilio is facing revenue challenges, but it saw growth in key metrics such as gross profits and its dollar-based net expansion rate in the most recent quarter. Shares of Twilio have not yet recovered from the Q4'23 earnings sell-off, creating an interesting engagement opportunity. Gross profit trajectory and improving monetization are two favorable aspects.

Twilio plans to keep Segment and has outlined ambitious profitability targets. Management expects an acceleration in top-line growth, but investors may be skeptical. Management has outlined expectations to repurchase $2.2 billion of stock this year, making up nearly 20% of shares outstanding.

Twilio's stock price has dropped significantly, causing concern among investors due to slower growth and underperformance in its Segment business. The company's cloud communications business faces competition, limiting its pricing power and revenue growth. Twilio's foray into artificial intelligence has not yet boosted growth, but things are likely to change in 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 first quarter 2024 results will be released on Tuesday, May 7, 2024, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Tuesday, May 7, 2024 to discuss its results...

SAN FRANCISCO--(BUSINESS WIRE)--Businesses are successfully using artificial intelligence (AI) to power more personalized, intelligent interactions with their customers, but face challenges around transparency and lack of customer data, according to new research from Twilio (NYSE: TWLO). The customer engagement platform that drives real-time, personalized experiences for today's leading brands,...

The activist firm reached an agreement with Twilio, and Stafman will join the board of directors.