Twilio Poised For Gradual Improvement Despite Challenges, Revenue Growth And Margin Expansion Key Focus
Portfolio Pulse from Nabaparna Bhattacharya
Twilio Inc (NYSE:TWLO) reported Q3 revenue of $1.03 billion, beating the consensus estimate of $989.28 million, a 5% YoY increase. Analysts from Mizuho, Oppenheimer, Stifel, KeyBanc Capital Markets, and Needham have provided their insights on the company's performance and future prospects. The resignation of Elena Donio, TD&A President, has raised concerns about the company's future growth. Despite this, analysts have raised their FY23 revenue and EPS estimates.
November 09, 2023 | 7:52 pm
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Twilio's Q3 revenue beat estimates and analysts have raised their FY23 revenue and EPS estimates. However, the resignation of TD&A President Elena Donio has raised concerns.
Twilio's Q3 revenue beat estimates, which is a positive sign. However, the resignation of TD&A President Elena Donio has raised concerns about the company's future growth. This could potentially impact the company's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100