Key Takeaways Twilio expects Q3 EPS of $1.01-$1.06 and revenues of $1.245 billion to $1.255 billion.New AI integrations and product enhancements may have boosted customer gains in the quarter.Macroeconomic pressures and delayed IT spending could weigh on Twilio's overall performance.Twilio Inc. (TWLO) is scheduled to report third-quarter 2025 earnings on Oct. 30, after market close.Twilio anticipates non-GAAP earnings per share between $1.01 and $1.06. The Zacks Consensus Estimate for third-quarter earnings ...

In short, Twilio’s cloud-based communications system offers a full array of tools that cover all aspects of B2C contacts. The company aims to streamline the communications flow, allowing businesses to improve their contact procedures with personalized tools that meet the needs of both companies and clients, while creating advantages with AI-powered data analysis.Twilio’s platform is designed to let its customers build what they need, on the basic framework. Developers, marketers, data engineers, and sales t ...

Twilio Inc. (NYSE:TWLO) is one of the Trending AI Stocks on Wall Street’s Radar. On October 20, Mizuho maintained its Outperform rating on the stock with a $140 price target. The rating comes ahead of the company’s third-quarter earnings report, scheduled for October 30. Twilio shares have fallen approximately 13% since its second-quarter results, underperforming the Nasdaq-100 index’s 6% gain during the same period. Nevertheless, the firm remains bullish on the stock, anticipating that the company will r ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Twilio Inc. (NYSE: TWLO ) in August, I reiterated my “buy” rating on the stock, as I believed that the post- Q2 FY25 earnings selloff had created a unique buyingAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Twilio Inc. (NYSE: TWLO ) in August, I reiterated my “buy” rating on the stock, as I believed that the post- Q2 FY25 earnings selloff had created a unique buyingAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...

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 .Twilio, Inc. (NYSE: TWLO ) has generally slumped this year despite better financial results. The CPaaS company indicated some positive signs with AI start-ups and is on a path to strong income. My investment thesis is now more BullishAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and ...

公司业务定位 - 公司是领先的云通信平台，通过API为软件应用提供语音、消息和视频功能的集成服务 [1] - 在云通信领域，公司与Vonage和Bandwidth等竞争对手相比具有突出地位 [1] 分析师观点与股价表现 - 摩根士丹利分析师Elizabeth Porter为公司设定了152美元的目标价，较当时109.02美元的股价有约39.42%的上涨潜力 [2] - 公司股价单日上涨2.22%，收盘报109.02美元，表现优于标普500指数（涨1.07%）、道指（涨1.12%）和纳斯达克指数（涨1.37%） [2] - 尽管近期上涨，但公司股价过去一个月仅上涨0.14%，表现落后于计算机与技术行业2.68%的涨幅和标普500指数1.08%的涨幅 [3] - 当前公司股价为108.89美元，日内微跌0.12%，交易区间在108.40美元至110.05美元之间，市值约为167亿美元 [4] 财务预期与市场关注 - 市场密切关注公司将于2025年10月30日公布的财务业绩 [3] - 市场预期公司当季每股收益为1.05美元，较去年同期增长2.94% [3] - 市场预期公司当季营收为12.5亿美元，同比增长10.4% [4] - 市场预期公司全年每股收益为4.5美元，全年营收为55亿美元 [4]

Oct 14, 2025 4:05 PM Eastern Daylight Time 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 its results with the investment community. Investors and analysts can r ...

出海挑战与市场差异 - 国内市场竞争激烈，企业出海面临合规、欺诈、渠道和用户体验等多重硬门槛[1] - 海外消费者沟通渠道偏好与中国市场存在显著差异：邮件是核心渠道（尤其在北美和南美），即时通讯工具WhatsApp拥有30亿全球用户（微信为12.6亿），语音沟通在拉美和美国的比例已超过短信[4] - 将国内营销模式直接复制到海外会导致用户不买账，例如某茶饮品牌在东南亚因一天发送8条营销短信而被用户投诉为骚扰[7] 企业出海发展阶段 - 1.0阶段企业关注平台稳定性和价格，服务等级协议目标达到99.9%或99.99%[6] - 2.0阶段企业转向关注客户服务和渠道拓展，面临整合不同API供应商以触达客户的挑战[6] - 3.0阶段企业进入本地化与合规深水区，重点在于讲述品牌故事、确保合规和打造流畅用户体验[6] 出海主要风险 - 合规风险突出，例如在北美违反TCPA法案（未经同意发送营销信息）每个违规用户需赔偿1500美元，100个用户即15万美元（折合超100万人民币）[8] - 被动成本高昂，例如因僵尸用户注册导致的短信验证码支出，马斯克收购X后发现此项年支出达6000万美元[8] - 在多个国家合规地搭建隐私号体系难度非常大[9] Twilio的解决方案与价值主张 - 公司定位为帮助企业连接全球用户的云通信平台，服务全球超过30万家企业[1][15] - 核心服务包括全球用户验证、用户增长以及建立多渠道客服中心[3] - 通过多渠道营销平台（如整合WhatsApp、短信、邮件）帮助客户快速提升用户量，并为OpenAI上线全球用户认证覆盖200多个国家[9][11] 成功案例与成效 - 帮助一家国内客户在三个月内于中东市场完成隐私号体系搭建和多渠道平台上线，实现用户规模快速增长并站稳目标市场[9] - 协助OpenAI在ChatGPT上线后解决用户验证难题，并通过打通WhatsApp Business API和上线1-800免费语音功能，将全球转化率提升30%[11] - 演示显示通过用户熟悉的渠道（如WhatsApp）和低门槛方式（如语音呼叫）能有效拉新，降低用户尝试门槛[12] 技术能力与应用场景 - 提供情境数据分析能力，可收集用户过往购买记录和消费金额以生成完整用户画像[14] - 实现精准触达，根据用户偏好（如邮件或短信）在对的时间通过对的渠道传递信息[14] - 应用生成式AI预测用户下一次购买时点和可能购买的产品，帮助品牌更高效触达海外用户[14]

In the current market session, Twilio Inc. TWLO stock price is at $103.43, after a 1.67% decrease. However, over the past month, the company's stock went up by 0.97%, and in the past year, by 65.07%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Twilio P/E Compared to CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's c ...