Overview

* Twilio ( TWLO ) Q3 revenue rises 15% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting strong financial performance

* Company repurchased $349.8 mln in shares, showing financial confidence

Outlook

* Twilio ( TWLO ) raises FY25 revenue growth forecast to 12.4%-12.6% from 10%-11%

* Company expects FY25 non-GAAP income from operations of $900-$910 mln

* Twilio ( TWLO ) projects Q4 revenue between $1.31 bln and $1.32 bln

Result Drivers

* BROAD-BASED CUSTOMER STRENGTH - Twilio ( TWLO ) experienced strong growth across customer segments, including startups, enterprises, and ISVs, driving revenue increase

* INCREASED PROFITABILITY - Non-GAAP income from operations rose 29% yr/yr, reflecting improved operational efficiency and customer engagement

* EXPANSION RATE IMPROVEMENT - Dollar-based net expansion rate increased to 109%, indicating successful upselling and cross-selling

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.3 bln $1.25

Revenue bln (23

Analysts

)

Q3 Beat $1.25 $1.08

Adjusted (24

EPS Analysts

)

Q3 EPS $0.23

Q3 $235 mln

Adjusted

Operatin

g Income

Q3 Gross $632.07

Profit mln

Q3 $40.94

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Twilio Inc ( TWLO ) is $130.00, about 14.1% above its October 29 closing price of $111.61

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)