Twilio Beats on Revenue, Misses on EPS
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Twilio reported its fourth-quarter earnings, surpassing revenue expectations but missing on EPS. Notably, the company achieved GAAP operating profitability for the first time.

February 13, 2025 | 11:00 pm
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POSITIVE IMPACT
Twilio's Q4 earnings report showed a revenue beat but an EPS miss. The company achieved GAAP operating profitability for the first time, which is a significant milestone.
Twilio's revenue beat suggests strong business performance, which is positive for the stock. The EPS miss is a negative, but achieving GAAP operating profitability for the first time is a significant positive milestone, likely outweighing the EPS miss in investor sentiment.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100