Twilio announces optimistic 2027 profit forecast at investor day

Financial Guidance - The company forecasts its adjusted operating margin to widen to between 21% and 22% by 2027, higher than Visible Alpha's consensus of 19.68% [1] - The company aims to generate $3 billion in free cash flow over the next three years, compared to approximately$692 million for 2022-2024, exceeding Visible Alpha's consensus of $2.76 billion [2] - For 2025, the company expects$825 million to $850 million in free cash flow and adjusted operating income, with 7% to 8% year-over-year revenue growth, slightly above Visible Alpha's consensus [4] Stock Performance - The company's stock price rose as much as 8% in extended trading following the release of its investor event presentation [2] Strategic Focus - The company's CEO emphasized that 2025 will be a year of execution, with the goal of writing its own story from 2026 onwards [3] - The company did not provide a revenue growth target for 2027 during the investor event [3] AI and Enterprise Growth - Over 9,000 AI companies, including OpenAI, are building on the company's services, with plans to attract more large enterprises [5] - The company is open to expanding its customer base, including both AI companies and large enterprises [5]