Added to YB: 2025-11-14
Pitch date: 2025-11-10
TWLO [bullish]
Twilio Inc.
+2.25%
current return
Author Info
No bio for this author
Company Info
Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally.
Market Cap
$19.8B
Pitch Price
$130.00
Price Target
155.00 (+17%)
Dividend
N/A
EV/EBITDA
82.39
P/E
306.69
EV/Sales
3.77
Sector
IT Services
Category
turnaround
TWLO | Twilio Q3 2025 Earnings Highlights
TWLO (earnings): Q3 revenue +15% to $1.3B, Non-GAAP EPS +23% to $1.25, both beating estimates. New CEO Shipchandler cut workforce from 8K to 5.5K employees, achieved 18% op margin. DBNE recovered to 109% from 105%. $350M buybacks + Stytch acquisition signals cash generation. FY25 guidance raised: 12.5% revenue growth, $920M+ FCF. Risks: DBNE ceiling, AWS/Azure pricing pressure.
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