Twilio Inc (NYSE:TWLO) stock is 5.1% lower to trade at $60.14 this morning, in the wake of the software company's latest quarterly report. While first-quarter earnings and revenue beat expectations, investors are instead focused on Twilio's second-quarter guidance, which came in worse than anticipated. At least four analysts adjusted their price targets in response, the lowest coming from Macquarie, down to $63 from $69. There's rampant activity in the options pits, too. So far, 14,000 calls and 8,799 puts ...

Twilio Inc. (TWLO) started 2024 on a strong note by reporting better-than-expected financial results for the first quarter. Despite the stronger-than-expected quarterly performance, the company’s shares tumbled 6.7% during Tuesday’s extended trading session as its revenue guidance for the second quarter fell short of the Zacks Consensus Estimate, indicating a slowdown in demand amid macroeconomic uncertainties. Coming to the first-quarter performance, the programmable communication tool provider reported no ...

Twilio Inc. (NYSE:TWLO) Q1 2024 Earnings Call Transcript May 7, 2024 5:00 PM ET Company Participants Bryan Vaniman - SVP of IR and Corporate Development Khozema Shipchandler - CEO Aidan Viggiano - CFO Conference Call Participants Mark Murphy - J.P. Morgan Meta Marshall - Morgan Stanley Taylor McGinnis - UBS Alex Zukin - Wolfe Research Ryan Koontz - Needham & Company Billy Fitzsimmons - Jefferies Michael Turrin - Wells Fargo Pete Newton - Barclays Arjun Bhatia - William Blair Michael Funk - Bank of America P ...

财务表现 - Twilio在2024年第一季度报告的营收为10.5亿美元，同比增长4% [1] - 每股收益为0.80美元，较去年同期的0.47美元有所增长 [1] - 营收超出了Zacks Consensus Estimate的1.59%，每股收益也超出了预期的33.33% [2] 客户数据 - Twilio在关键指标方面表现良好，活跃客户数量为31.3万，超过了分析师平均预估的30.65万 [5] - 美元净扩张率为102%，高于分析师平均预估的94.6% [5] 业务表现 - 通信业务营收为9.72亿美元，高于三位分析师平均预估的9.56亿美元 [7]

Twilio (TWLO) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.60 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this company would post earnings of $0.57 per share when it actually produced earnings of $0.86, delivering a surprise of 50.88%. Over the last four quarters, the company has su ...

业绩总结 - Q1 2024总收入为10.47亿美元，同比增长4%[4] - Q1 2024通信业务收入为9.72亿美元，同比增长4%[5] - Q1 2024营运利润为1.6亿美元，营运利润率为15.2%[4] - Q1 2024通信业务营运利润为2.49亿美元，营运利润率为25.6%[5] - Q2 2024全年指导：有机收入同比增长5%至10%[9] - Q1 2024有机收入同比增长7%[4] - Q1 2024营运利润率为15.2%[4] - Q1 2024通信业务营运利润率为25.6%[5] - Q1 2024部门营运利润率为-28.0%[7] 用户数据 - 与Bluesky签署了竞争性协议，使用Twilio的Verify API，获得了近80万新用户[20] 新产品和新技术研发 - 与Spotnana签署了多年的Flex合同，选择Twilio Flex并与Snowflake无缝集成[21] - 与一家领先的点播流媒体服务公司签署了价值七位数的Verify协议，提供了可信的注册体验[22] 市场扩张和并购 - 与Bloomreach签署了合作协议，将共同销售Twilio产品[23] - 与中国联通签署了价值七位数的合作协议，将在新加坡和香港为企业客户提供通信产品[24] - 与一家领先的消费品公司签署了为期三年的七位数交易，计划将Segment连接到其Databricks仓库[25] - 与一家云端会计软件公司签署了竞争性的七位数多年交易，成功实施了概念验证[26] 其他新策略和有价值的信息 - Dollar-Based Net Expansion Rate 是指将某一季度所有活跃客户账户和来自 Zipwhip 的客户账户的总收入与前一年同一季度进行比较，计算方法为将该队列在一个季度内产生的收入除以前一年同一季度该队列产生的收入[35] - 公司认为衡量 Dollar-Based Net Expansion Rate 在整体和部门级别上提供了增加现有客户收入表现的重要指标[36] - 除了符合美国通用会计原则（GAAP）的财务信息外，还包括某些非GAAP财务指标，如非GAAP毛利和非GAAP毛利率，用于评估持续经营业务[37] - 非GAAP毛利增长调整以排除来自加密货币和 Zipwhip 软件客户的收入[38] - 有机收入被定义为GAAP收入，不包括收购业务的收入和主要美国运营商对核心消息业务征收的A2P 10DLC费用[42] - 有机收入增长是通过将期间内的有机收入减去比较期间的有机收入，然后除以比较期间的有机收入来计算的[43] - 通信部门的有机收入增长是使用相同的方法计算的，但仅使用与通信部门相关的收入[44] - 自由现金流和自由现金流利润被定义为除去资本化的软件开发成本和长期和无形资产购买的经营活动中提供的净现金流量和经营现金流量[45]

Exhibit 99.1 Twilio Announces First Quarter 2024 Results • First Quarter Revenue of $1.05 billion, up 4% reported and 7% organic year-over-year • First Quarter GAAP Loss from Operations of $44 million, an 84% improvement year-over-year • First Quarter Non-GAAP Income from Operations of $160 million; raised full year guidance to $585 to $635 million SAN FRANCISCO--(BUSINESS WIRE)--May 7, 2024--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s le ...

Twilio Inc. (TWLO) , a cloud communication and customer engagement solution provider, is set to report first- quarter 2024 results on May 7. The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 84.5%. Twilio projects non-GAAP revenues in the $1.025-$1.035 billion band (midpoint of $1.03 billion) and non- GAAP earnings per share in the 56-60 cents band (midpoint of 58 cents) for the first quarter of 2024. The Zacks Consensus Estimate ...

股价表现 - Twilio (TWLO) 最新收盘价为 $60.89，较上一交易日上涨了 +1.47% [1] 财务数据 - Twilio 公司即将发布财报，预计在 2024 年 5 月 7 日公布。预计每股收益为 $0.60，同比增长 27.66%；预计营收为 $1.03 亿美元，同比增长 2.31% [3] 分析评级 - Twilio 目前的 Zacks Rank 为 2 (买入)，显示出分析师对公司业务运营和盈利能力的积极态度 [7] 估值比较 - Twilio 目前的前瞻市盈率为 22.18，低于行业平均值 28.63 [8]

股价表现 - Twilio (TWLO) 最新收盘价为 $60.01，较前一天下跌了 -1.59% [1] - Twilio 过去一个月的股价下跌了 0.05%，领先于计算机和技术行业的 5.01% 的跌幅以及标普500指数的 3.04% 的跌幅 [2] 财务表现 - Twilio 即将公布的财报显示，预计每股收益为 $0.60，同比增长 27.66%，预计营收为 $1.03 亿美元，同比增长 2.31% [3] - Zacks Consensus Estimates 预计全年 Twilio 的每股收益为 $2.71，营收为 $43.7 亿美元，同比增长分别为 +10.61% 和 +5.17% [4] 分析评级 - Twilio 目前的 Zacks Rank 为 2 (买入)，显示出分析师对公司的业务健康和盈利能力持乐观态度 [7] 估值指标 - Twilio 目前的 Forward P/E 比率为 22.54，低于行业平均值，可能被认为是在折扣价位交易 [8] - TWLO 目前的 PEG 比率为 1.15，低于行业平均值，显示出公司的预期盈利增长轨迹 [9] 行业排名 - 互联网-软件行业是计算机和技术行业的一部分，目前 Zacks Industry Rank 为 57，在超过 250 个行业中排名前 23% [10]