Earnings Alerts

Twilio (TWLO) Earnings: 2Q Adjusted EPS Surges to 87c, Outperforming Estimates of 69c

  • Twilio’s Adjusted EPS: 87 cents, beating last year’s 54 cents and the estimated 69 cents.
  • Revenue: $1.08 billion, showing a 4.3% increase year-over-year and exceeding the $1.06 billion estimate.
  • Analyst Ratings: 14 buy ratings, 15 hold ratings, and 3 sell ratings for Twilio.

Twilio on Smartkarma

Analysts at Baptista Research on Smartkarma have published two bullish reports on Twilio Inc., a cloud communications platform. The first report, titled “Twilio Inc.: Twilio Alpha To Pioneer Early AI Developments & Other Major Drivers,” praises Twilio for a strong start to the year, with revenue exceeding expectations at $1.04 billion and $160 million in non-GAAP income from operations. The company’s disciplined execution has led to significant year-over-year growth and profitability, driven by record non-GAAP gross profit and strong free cash flow.

The second report, “Twilio Inc: Growth Opportunities through Partnerships and Omnichannel Authentication Catalyzing Growth? – Major Drivers,” highlights Twilio’s continued success, with the company surpassing revenue and non-GAAP income targets for Q4 2023 by generating nearly $1.1 billion in revenue and $173 million in non-GAAP income from operations. Twilio achieved $4.2 billion in revenue for the full year and improved its non-GAAP operating results significantly. Overall, analysts are optimistic about Twilio’s growth prospects and view partnerships and omnichannel authentication as key drivers for future success.


A look at Twilio Smart Scores

FactorScoreMagnitude
Value4
Dividend1
Growth3
Resilience4
Momentum3
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Twilio shows a promising long-term outlook. With high scores in value, resilience, and momentum, the company appears to be well-positioned for growth. Twilio’s innovative cloud computing platform, which enables developers to seamlessly integrate various communication channels into their applications, has garnered strong interest and adoption globally.

While the company does not offer a dividend, its solid growth score indicates potential for expansion in the future. Overall, Twilio’s robust fundamentals and market position suggest that it may continue to deliver value for investors in the coming years.

Summary: Twilio Inc. is a leading developer of Internet infrastructure solutions, known for its cloud computing platform that facilitates the integration of communication services into web, mobile, and phone applications. Serving a global customer base, Twilio’s impressive Smartkarma Smart Scores reflect its strong value proposition, resilience, and growth prospects in the dynamic tech industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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