Twilio Inc TWLO reported fourth-quarter financial results after the market close on Thursday. The following are the comments from different analysts on the company’s performance.Stifel analyst J. Parker Lane reiterated a Hold rating on the shares and raised the price forecast from $130.00 to $135.00.A few weeks after releasing preliminary results and a 2025 forecast during its analyst day, Twilio reported its fourth-quarter earnings. The only missing detail was the first-quarter guidance, with mid-points sl ...

Twilio (TWLO -13.83%) stock tumbled 16.5% through 10:55 a.m. ET Friday after a mixed earnings report last night.Heading into Q4 2024, analysts forecast Twilio would earn $1.03 per share, adjusted for one-time items, on sales of $1.18 billion. Twilio barely beat the sales target, reporting $1.19 billion, and barely missed the earnings target, reporting $1 per share, even. Twilio Q4 earningsSales grew a respectable 11% at Twilio in Q4, better than the company's 7% sales growth over all of 2024. The news on ea ...

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?Let's take a look at what these Wall Street heavyweights have to say about Twilio (TWLO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Twilio currently has an average brokerage re ...

Twilio Inc.'s (TWLO) shares lost 7.3% in the extended trading session on Thursday following the company's lower-than-expected fourth-quarter 2024 bottom-line results, as well as first-quarter 2025 earnings per share (EPS) guidance that fell short of the Zacks Consensus Estimate. TWLO's fourth-quarter non-GAAP earnings of $1.00 per share missed the consensus mark of $1.02.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.However, the bottom line witnessed a robust improvement from the ...

Twilio Inc. (NYSE:TWLO) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Bryan Vaniman - Senior Vice President of Investor Relations and Corporate Development Khozema Shipchandler - Chief Executive Officer Aidan Viggiano - Chief Financial Officer Conference Call Participants James Fish - Piper Sandler Michael Turrin - Wells Fargo Securities Nicholas Altmann - Scotiabank Mark Murphy - JPMorgan Ryan Koontz - Needham & Company Meta Marshall - Morgan Stanley Arjun Bhatia - Will ...

For the quarter ended December 2024, Twilio (TWLO) reported revenue of $1.19 billion, up 11.1% over the same period last year. EPS came in at $1.00, compared to $0.86 in the year-ago quarter.The reported revenue represents a surprise of +0.11% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $1.02, the EPS surprise was -1.96%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

Twilio (TWLO) came out with quarterly earnings of $1 per share, missing the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.96%. A quarter ago, it was expected that this company would post earnings of $0.87 per share when it actually produced earnings of $1.02, delivering a surprise of 17.24%.Over the last four quarters, the company has surpasse ...

The cloud communications specialist's fourth-quarter revenue came in just above expectations, but it missed on earnings.Twilio (TWLO 1.86%), operator of a prominent cloud communications platform, released its fourth-quarter earnings results on Feb. 13. The highlight of the period was that it achieved GAAP operating profitability for the first time. However, its non-GAAP earnings per share (EPS) of $1.00 was slightly below analysts' consensus estimate of $1.03, while revenue stood at $1.195 billion, marginal ...

Q4 2024 Earnings Results February 13, 2025 ©2025 TWILIO INC. ALL RIGHTS RESERVED Legal Disclaimer This presentation and the accompanying conference call contain forward-looking statements within the meaning of the federal securities laws, including statements about our future performance and goals. These statements involve substantial risks and uncertainties as further described in the Appendix, as well as in our most recent periodic reports filed with the SEC, including our Annual Report on Form 10-K and s ...

Financial Performance - Twilio Inc. reported a revenue of $1.02 billion for the fiscal year 2023, representing a year-over-year growth of 25%[1] - The company reported a net loss of $50 million for the fiscal year, compared to a net loss of $40 million in the previous year[1] - The company reported a revenue of $1.5 billion for Q3 2023, representing a 15% increase year-over-year[110] - The company expects revenue guidance for Q4 2023 to be between $1.6 billion and $1.7 billion, indicating a potential growth of 10% to 13%[110] Customer Growth and Engagement - The company achieved a customer growth rate of 15%, reaching a total of 250,000 active customer accounts[1] - User growth reached 10 million new subscribers in the last quarter, bringing the total to 150 million active users[110] - Twilio's gross margin improved to 55%, up from 52% in the previous year, indicating better cost management and operational efficiency[1] - Customer satisfaction ratings improved to 90%, up from 85% in the previous quarter[110] Future Outlook and Investments - The company provided a revenue guidance of $1.15 billion to $1.20 billion for the fiscal year 2024, reflecting an expected growth of 12% to 18%[1] - Twilio plans to invest $200 million in new product development and technology enhancements in 2024[1] - The company is investing $50 million in R&D for new technology aimed at enhancing user experience[110] - New product launches are anticipated to contribute an additional $200 million in revenue by the end of Q4 2023[110] Market Expansion - The company is expanding its market presence in Europe, targeting a 30% increase in European customer accounts by the end of 2024[1] - Market expansion efforts in Europe are projected to increase market share by 5% over the next year[110] Acquisitions and Strategic Moves - Twilio announced the acquisition of a smaller tech firm for $50 million to enhance its cloud communication capabilities[1] - The company has completed a strategic acquisition of a smaller tech firm for $300 million to bolster its product offerings[110] Operating Expenses and Cost Management - The company’s operating expenses increased by 10% to $800 million, primarily due to investments in marketing and R&D[1] - Cost reduction strategies are expected to save approximately $20 million annually[110] - The company plans to increase its marketing budget by 25% to support new product launches and market penetration[110] Corporate Governance and Stockholder Meetings - Stockholders' meetings can be held at any location designated by the board of directors or solely by remote communication as authorized by Delaware law[9] - The annual meeting of stockholders is scheduled at a time and place designated by the board, where directors are elected and other business may be transacted[10] - Special meetings of stockholders can be called by the board of directors, chairperson, CEO, or president, but not by others[11] - Notice of special meetings must include the purpose for which the meeting is called, and only business brought by authorized individuals can be conducted[13] - Advance notice procedures require stockholders to submit proposals within specific timeframes, generally 45 to 120 days before the annual meeting[15] - Stockholders must provide detailed information about their proposals, including the nature of the business and any material interests[19] - The term "Proposing Person" includes the stockholder and any beneficial owners involved in the proposal[20] - A "principal competitor" is defined as any entity that offers competing products or services[21] - The bylaws specify that stockholders must comply with the notice procedures to properly bring business before the annual meeting[14] - The corporation reserves the right to cancel or postpone any scheduled meetings at any time[10] - No business shall be conducted at any annual meeting unless in accordance with the provisions set forth in Section 2.4[24] - Nominations for directors must be made only by the board of directors or stockholders who comply with specific notice procedures[25] - Stockholders must provide timely notice in proper written form to nominate directors, including detailed information about the nominee[26] - A stockholder's notice must include the nominee's name, age, business address, and details of their shareholdings[28] - Nominations must be received by the corporation's secretary within specified timeframes to be considered valid[34] - A nominee is not eligible for election if the Nominating Person acts contrary to the representations made in the Nominee Solicitation Statement[33] - The chairperson of the meeting has the authority to declare if a nomination was not made in accordance with the bylaws[36] - Stockholders must disclose any material interests in the nominations and their intent to solicit proxies[29] - The corporation may require additional information from nominees to determine their eligibility[30] - Any defective nominations or business not made in accordance with the bylaws shall be disregarded[36] - Stockholders must comply with applicable state law and the 1934 Act regarding proposals for annual meetings, including Rule 14a-8 requirements[37] - A stockholder's proposed business or nomination will be disregarded if they do not appear in person at the meeting[38] - Stockholders must certify compliance with Rule 14a-19 and provide evidence of such compliance no later than five business days prior to the meeting[40] - Stockholders must update their notices to ensure accuracy as of the record date and ten business days prior to the meeting[41] - Notice of stockholders' meetings must be given not less than 10 nor more than 60 days before the meeting date[43] - A quorum for stockholder meetings requires a majority of the voting power of shares present in person or by proxy[44] - If a quorum is not present, the meeting may be adjourned without notice until a quorum is established[45] - The chairperson of the meeting has the authority to determine the order of business and conduct of the meeting[48] - Each stockholder is entitled to one vote per share of capital stock held as of the record date[50] - The corporation must prepare a complete list of stockholders entitled to vote no later than 10 days before each meeting[59] Corporate Structure and Indemnification - The corporation is authorized to vote and represent all rights incident to shares or securities of other entities by designated officers[100] - Each officer has authority and duties as designated by the board of directors, ensuring effective management of the corporation[102] - The corporation may issue partly paid shares, with dividends declared based on the percentage of consideration actually paid[105] - The board of directors may declare and pay dividends upon the corporation's capital stock, subject to applicable law[109] - Transfers of stock must be made on the corporation's books by the holders, ensuring proper endorsement and authority[111] - The corporation may enter into agreements to restrict the transfer of shares owned by stockholders[112] - The corporation shall indemnify directors and officers to the fullest extent permitted by law for expenses incurred in legal proceedings[123] - Indemnification is also provided for actions taken in good faith and in the best interests of the corporation[125] - The corporation has the power to indemnify employees and agents as permitted by law[127] - The corporation will advance expenses incurred by officers or directors in defending proceedings upon receipt of a written request and documentation[128] - Indemnification is limited and does not apply to certain proceedings, including those where payment has already been made or for accounting of profits under the 1934 Act[130] - If a claim for indemnification is not paid in full within 90 days, the claimant is entitled to court adjudication[131] - The corporation will indemnify individuals for expenses incurred in successful actions for indemnification or advancement of expenses[132] - The rights to indemnification continue for individuals who have ceased to be directors or officers and benefit their heirs[135] - The corporation may purchase insurance to cover liabilities incurred by directors, officers, or employees[134] - Amendments to bylaws require a majority vote of the total voting power of outstanding securities[144] - The fiscal year of the corporation is determined by the board of directors[141] - The corporation may enter into contracts or execute documents as authorized by the board of directors[140] - The indemnification rights are non-exclusive and may be supplemented by individual contracts[133]