Sachem Head - Sachem Head是由Scott Ferguson于2013年创立的，他在Pershing Square工作了九年，Sachem Head在价值投资方面有着良好的历史[1] Twilio - Twilio是一个通信基础设施行业的黄金标准，主要业务包括通信和Segment两个部分，前者占90%的收入，提供消息、语音和电子邮件解决方案[3] - Twilio在2016年上市时销售额为6500万美元，股价为15美元，之后在接下来的五年中一直是一个高增长股票，但随着收入增长放缓，股价也下跌到60.08美元[4]

股价表现 - Twilio (TWLO) 最近的股价为 $60.08，较前一个交易日下跌了 -0.08% [1] - Twilio 在过去一个月中股价下跌了1.68%，而计算机和科技行业上涨了0.85% [2] 财务预测 - Twilio 预计在即将发布的财报中将报告每股收益为 $0.59，同比增长25.53%，预计营收为 $1.03 亿美元，同比增长2.31% [3] - Zacks Consensus Estimates 预测 Twilio 全年每股收益为 $2.64，营收为 $43.6 亿美元，较去年分别增长了 +7.76% 和 +5% [4] 评级和估值 - Twilio 目前持有 Zacks Rank 2 (买入) [7] - Twilio 目前的前瞻市盈率为 22.78，低于行业平均值 28.08 [8] - TWLO 目前的 PEG 比率为 1.16，低于互联网-软件行业的平均 PEG 比率 1.85 [9] 行业排名 - 互联网-软件行业属于计算机和科技行业，该行业的 Zacks Industry Rank 为 34，在所有 250+ 个行业中排名前 14% [10] - Zacks Industry Rank 评估了不同行业群体的实力，研究表明排名前 50% 的行业的表现是排名后 50% 的两倍 [11]

Twilio公司股东压力 - Twilio近一年来一直受到激进投资者的压力，要求公司改组董事会甚至寻求潜在的出售[1] - 激进投资者Anson Funds认为Twilio的改变不够，公司股价下跌21%而纳斯达克上涨了近7%[5] - Anson和Legion Partners各自持有不到0.5%的Twilio股份，但他们的要求促使公司推出更多的股票回购计划[8] 董事会变动 - Twilio与激进投资者Sachem Head达成和解，让Sachem Head的合伙人Andy Stafman加入董事会[3] - Twilio宣布将董事会解散，所有董事每年都将重新选举[4] - Sachem Head计划提名董事会候选人，Anson将审查公司的所有战略、运营和治理事项[10] 公司内部关联 - Anson指出Twilio与Deeter的雇主Bessemer之间的未指明的关联交易，称这些交易过去对Twilio股东不利[12] - 尽管Deeter离开了，Bessemer仍在Twilio拥有代表，公司主席Jeff Epstein是风险投资公司的合伙人[14] - Anson表示，尽管Deeter离开了，由于另一位Bessemer合伙人仍担任董事，这个问题仍然存在[15]

Loading...Loading...Twilio Inc TWLO stock is down about 20% year-to-date. The San Francisco-based company’s struggle persists with sluggish single-digit growth and increased customer turnover, compounded by leadership changes, including the departure of CEO Jeff Lawson. Throughout 2023, the cloud communications firm underwent a business overhaul, modifying its cost and capital structure. However, the start of 2024 saw further restructuring, marked by the founding CEO’s resignation and promises of strategic ...

The most recent trading session ended with Twilio (TWLO) standing at $60.95, reflecting a +0.1% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.11%. On the other hand, the Dow registered a loss of 0.11%, and the technology-centric Nasdaq increased by 0.23%.Shares of the company have appreciated by 7.47% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.54% and the S&P 500's gain of 1.5%.The upcomin ...

股价表现 - Twilio (TWLO) 在最新的市场收盘中达到了61.91美元，较前一天上涨了0.52% [1] - Twilio 公司股价在过去一个月中上涨了8.66%，超过了计算机和科技行业的3.77%以及标普500指数的3.56% [2] 财报预期 - Twilio 即将发布的财报备受投资者关注，预计每股收益为0.59美元，同比增长25.53%，营收预期为10.3亿美元，同比增长2.31% [3] - Zacks Consensus Estimates 预测 Twilio 全年每股收益为2.67美元，营收为43.6亿美元，较去年同期分别增长8.98%和5% [4]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed along ...

Twilio (TWLO -5.93%), once a growth-at-any-cost Wall Street darling, is remaking itself as a company focused on the bottom line. The communications software provider originally laid out a plan to become profitable on a GAAP (generally accepted accounting principles) basis by 2027. That target hinged on accelerating growth in the data and applications portion of the business, which excludes the core communications products.While Twilio succeeded in improving profitability in its mature lines of business, Seg ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-K _____________________________________________ ____________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, par value $0.001 per share TWLO New York Stock Exchange ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT 1934 For the fiscal year ended December 31, 2023 ☐ TRANS ...

LOS ANGELES--(BUSINESS WIRE)--Legion Partners Asset Management, LLC, together with its affiliates (collectively, “Legion Partners”), which beneficially owns 601,050 shares, of Twilio Inc. (“Twilio” or the “Company”) (NYSE: TWLO) common stock, today sent a letter to the Company’s Board of Directors encouraging it to announce a strategic alternative process to sell the Segment business and immediately expand its stock buyback program by at least an additional $3 billion. The full text of the letter follows: ...