Twilio Inc. (TWLO) is scheduled to report first-quarter 2025 earnings on May 1, after market close.Twilio anticipates non-GAAP earnings per share between 88 cents and 93 cents. The consensus mark for first-quarter earnings has remained unchanged at 92 cents per share over the past 60 days, suggesting an improvement of 15% from the year-ago quarter’s 80 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Image Source: Zacks Investment ResearchFor the first quarter, the company ant ...

Twilio (TWLO) ended the recent trading session at $95.07, demonstrating a +1.65% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.74%. At the same time, the Dow added 0.05%, and the tech-heavy Nasdaq gained 1.26%.Heading into today, shares of the company had lost 8.14% over the past month, lagging the Computer and Technology sector's loss of 6.23% and the S&P 500's loss of 4.77% in that time.The investment community will be closely monitoring t ...

Core Viewpoint - Twilio's stock has experienced a significant decline of 40% from its 52-week high, attributed to market uncertainty and a mixed quarterly report, but the growing adoption of AI tools presents a potential investment opportunity [2][3]. Financial Performance - In Q4 2024, Twilio reported an 11% year-over-year revenue increase and a 16% rise in non-GAAP earnings to $1.00 per share, although earnings fell short of the $1.03 per share expectation [4]. - The company anticipates a revenue growth of 8% to 9% year-over-year for Q1 2025, with earnings projected at $0.90 per share, below the consensus estimate of $0.98 per share [5]. Market Opportunities - Twilio's demand for AI-focused communication tools is increasing, leading to a larger share of customer spending and improved cross-selling statistics, with a 16% year-over-year increase in active customers purchasing add-on products [6][7]. - The company estimates an addressable revenue opportunity of $119 billion by 2028 from existing markets, with an additional $39 billion from conversational AI over the next three years [9]. Growth Potential - Twilio ended 2024 with nearly $4.5 billion in revenue, with AI expected to drive substantial growth in both revenue and earnings by attracting new customers and enhancing cross-selling opportunities [10]. - The non-GAAP operating margin was 16% in 2024, projected to rise to 21% to 22% by 2027, indicating solid earnings growth potential [12]. Valuation - Assuming earnings reach $6.22 per share in 2027 and trade at a forward earnings multiple of 24, Twilio's stock could potentially rise to $149, representing a 69% gain over the next three years [14]. - Currently trading at 20 times forward earnings, the stock presents a favorable buying opportunity ahead of its upcoming quarterly results [15].

It's common for investors to look at their portfolios and wonder "What if..." For example, you might wonder what your portfolio would be worth if you'd sold a certain stock or two. Or what would have happened if you'd bought a certain stock. Let's use the example of Twilio (TWLO -0.54%), a company specializing in communication capabilities for businesses -- such as facilitating communication between a company and its customers. How would you have done if you'd bought into Twilio five years ago? Well, from A ...

Twilio Inc. (TWLO) has had a tough run this year, with the stock falling 18.2% year to date. That’s worse than the broader Zacks Internet – Software industry, which fell 11% during the same period. Compared to key competitors like Microsoft Corporation (MSFT) and Cisco Systems, Inc. (CSCO) , Twilio’s slump appears even more pronounced.Twilio Stock YTD Price Return PerformanceImage Source: Zacks Investment ResearchThis steep decline raises the question: Should investors cut their losses and exit, or is TWLO ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Twilio (TWLO) .Twilio currently has an average brokerage recommendation (A ...

Twilio (TWLO) and RingCentral (RNG) are two of the leading players in the cloud communications industry. Both companies offer powerful platforms that enable businesses to connect with customers through various channels, but their approaches and market positions differ significantly. While Twilio focuses on programmable Application Programming Interface (“API”) for developers, RingCentral leads in Unified Communications as a Service (UCaaS) with integrated artificial intelligence (AI)-powered solutions.With ...

Dublin, April 04, 2025 (GLOBE NEWSWIRE) -- The "OTT Business Messaging Market: 2024-2029" report has been added to ResearchAndMarkets.com's offering.The OTT (Over the Top) Business Messaging research suite provides analysis and actionable insights into the role of OTT business messaging in enterprises' omnichannel communications strategies; enabling key stakeholders such as CPaaS (Communications Platform-as-a-Service) and OTT messaging vendors to effectively navigate this diverse and complex market. The su ...

Company Performance - Twilio's stock closed at $105.89, reflecting a -0.36% change from the previous session, underperforming the S&P 500's daily gain of 0.16% [1] - Over the past month, Twilio shares have decreased by 9.96%, compared to a 5.94% loss in the Computer and Technology sector and a 3.59% loss in the S&P 500 [1] Upcoming Earnings - Twilio's upcoming earnings release is highly anticipated, with projected earnings per share (EPS) of $0.92, representing a 15% increase year-over-year [2] - Revenue is expected to reach $1.14 billion, indicating an 8.54% increase from the same quarter last year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates forecast earnings of $4.28 per share and revenue of $4.8 billion, reflecting increases of +16.62% and +7.67% respectively compared to the previous year [3] - Recent adjustments to analyst estimates for Twilio may indicate shifting business dynamics, with positive changes suggesting analyst optimism about the company's profitability [3] Valuation Metrics - Twilio has a Forward P/E ratio of 24.84, which is lower than the industry average of 28.29 [6] - The company also has a PEG ratio of 1.3, compared to the Internet - Software industry's average PEG ratio of 2.07 [6] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 128, placing it in the top 50% of over 250 industries [7] - Research indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [7]

Market Overview - The stock market is experiencing high volatility, influenced by President Trump's tariff plans and the Federal Reserve's hints regarding interest rate direction [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, with his articles reaching popular trading platforms like Robinhood [1]