业绩总结 - Q3 2024总收入为11.34亿美元，同比增长10%[5] - Q3 2024非GAAP毛利润为6亿美元，非GAAP毛利率为52.9%[5] - Q3 2024非GAAP运营收入为1.82亿美元，非GAAP运营利润率为16.1%[5] - Q3 2024自由现金流为1.89亿美元，自由现金流利润率为16.7%[5] - 通信业务收入为10.6亿美元，同比增长10%[6] - 细分业务收入为7300万美元，同比增长0%[7] - 2024年Q4总收入预期为11.5亿至11.6亿美元，同比增长7%至8%[9] - 2024年自由现金流预期为6.5亿至6.75亿美元[9] 用户数据 - Twilio的Dollar-Based Net Expansion Rate用于评估现有客户的收入增长，反映了客户使用平台的增加[36] - Camping World通过Segment实现了35%的转化率增长，同时每条线索的成本降低了16%[25] - CareSignal通过Twilio Branded Calling提高了6-7%的电话接听率[25] - Odontoprev通过WhatsApp处理投诉的时间减少了44%，受益人满意度提高了5%[25] - Sotheby's通过个性化内容推动现场注册增加了15%，电子邮件注册者每年贡献超过10亿美元的支出[25] 新产品与市场扩张 - Twilio与Zscaler签署了多年新业务协议，旨在通过行为数据丰富账户资料，推动产品推荐和增强市场策略[24] - Twilio与一家领先的在线抵押贷款公司达成协议，Segment被选为连接各业务以增强个性化的CDP[24] - Twilio与一家澳大利亚税务和会计软件公司达成协议，Linked Audiences帮助其激活针对特定用户群体的定向营销活动，从而提高收入和交叉销售[24] 财务数据 - 2023年9月30日的总收入为1,033,670千美元，较2022年同期增长5%[47] - 2023年9月30日的非GAAP毛利润为552,598千美元，非GAAP毛利率为53.5%[50] - 2023年9月30日的非GAAP运营收入为136,434千美元，非GAAP运营利润率为13.2%[50] - 2023年9月30日的自由现金流为195,211千美元，自由现金流率为19%[55] - 2023年9月30日的通信收入为1,060,250千美元，通信有机收入增长为10%[53] 未来展望 - 2024年6月30日的通信部门收入预计为1,007,302千美元，GAAP毛利为502,802千美元，GAAP毛利率为49.9%[58] - 2024年9月30日的通信部门收入预计为1,060,250千美元，GAAP毛利为529,217千美元[56] - 2024年9月30日的总收入预计为1,133,649千美元，非GAAP运营利润预计为182,418千美元[58]

财务数据和关键指标变化 - 公司在2024年第三季度实现收入11.34亿美元，同比增长10% [6][29] - 非GAAP运营收入为1.82亿美元，同比增长34% [36] - 自由现金流为1.89亿美元，过去12个月累计自由现金流为7.75亿美元 [40] 各条业务线数据和关键指标变化 - Twilio Communications业务在第三季度的收入为10.6亿美元，同比增长10% [29][13] - Segment业务收入为7300万美元，同比持平 [21][29] - Communications业务的非GAAP运营收入为2.68亿美元，而Segment业务的非GAAP运营损失为6000万美元 [38] 各个市场数据和关键指标变化 - 美国市场表现强劲，国际市场的收入趋势在连续两个季度内改善 [69] - 在主要行业中，技术、医疗、金融服务和零售等行业的收入增长良好 [69] 公司战略和发展方向和行业竞争 - 公司专注于将AI和机器学习嵌入Twilio平台，以提升客户体验和业务效率 [7][10] - 公司计划通过与OpenAI的合作，利用其语言模型提升语音交互的个性化 [51] - 公司致力于通过整合通信和客户数据，推动更深层次的客户参与 [10][88] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持乐观态度，预计2025年收入增长将在7%到8%之间 [45][76] - 管理层强调，尽管面临一些挑战，但整体业务趋势向好，特别是在自助服务和ISV渠道方面 [76][82] 其他重要信息 - 公司正在执行30亿美元的股票回购计划，已回购超过27亿美元的股票 [41] - 公司预计在2024年第四季度的收入目标为11.5亿到11.6亿美元 [42] 问答环节所有提问和回答 问题: 关于与OpenAI的合作 - 管理层表示，OpenAI的合作主要集中在语音方面，但未来会扩展到所有渠道，预计短期内不会对收入产生显著影响 [51] 问题: ISV渠道的规模和增长 - 管理层指出，ISV渠道的增长速度快于整体业务，且毛利率高于整体水平 [55] 问题: Segment业务的市场改善 - 管理层表示，Segment业务在客户流失率和合同周期方面有所改善，但仍需时间才能在收入上体现 [81] 问题: RCS的市场前景 - 管理层对RCS的未来持谨慎态度，认为其适合特定行业和用例，但不确定其对整体业务的影响 [78] 问题: 自助服务的进展 - 管理层强调，自助服务的改进是持续的过程，目标是简化开发者的使用体验 [60] 问题: 2025年的收入指导 - 管理层表示，2025年的收入指导基于对客户需求和市场趋势的评估，预计将实现7%到8%的增长 [76]

For the quarter ended September 2024, Twilio (TWLO) reported revenue of $1.13 billion, up 9.7% over the same period last year. EPS came in at $1.02, compared to $0.58 in the year-ago quarter. The reported revenue represents a surprise of +3.93% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.87, the EPS surprise was +17.24%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Twilio (TWLO) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 17.24%. A quarter ago, it was expected that this company would post earnings of $0.71 per share when it actually produced earnings of $0.87, delivering a surprise of 22.54%. Over the last four quarters, the company has surp ...

Exhibit 99.1 Twilio Announces Third Quarter 2024 Results • Revenue of $1.134 billion, up 10% year-over-year • GAAP Loss from Operations of $5 million, a $104 million improvement year-over-year • Non-GAAP Income from Operations of $182 million; raised full year guidance to $700 to $710 million SAN FRANCISCO--(BUSINESS WIRE)--October 30, 2024--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its thi ...

Twilio (TWLO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find ...

Twilio Inc. (TWLO) is scheduled to report third-quarter 2024 earnings after market close on Oct. 30, 2024. For the third quarter, the company anticipates revenues between $1.085 billion and $1.095 billion. The Zacks Consensus Estimate for revenues is pinned at $1.09 billion, indicating an improvement of 5.52% from the yearago quarter's revenues of $1.03 billion. Twilio anticipates non-GAAP earnings per share between 81 cents and 86 cents. The consensus mark for thirdquarter earnings has remained unchanged a ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...