Twilio (TWLO) will report its results for the fourth quarter on Thursday, after market close.
Wall Street expects the company to post earnings per share of $1.23, implying a rise of 23% on a revenue of $1.32 billion, representing year-over-year growth of about 11%.
During the quarter, Twilio highlighted its focus on artificial intelligence and platform capabilities through a series of announcements. The company said it would participate in the UBS Global Technology and AI Conference, while also releasing a report pointing to rapid adoption of conversational AI alongside ongoing implementation challenges and perception gaps. It also introduced next-generation tools aimed at improving data reliability and access across its customer engagement platform, signaling continued investment in product enhancements.
According to Alpha’s Quant Rating system, TWLO is rated Hold with an overall score of 2.94 out of 5, reflecting an A- grade in terms of growth but has a C+ both in terms of valuation and revisions.
A Seeking Alpha analyst maintained a neutral stance on Twilio ahead of its results, citing strong operational performance but valuation concerns, noting that the company continues to deliver growth while “shares of the business are still lofty,” and adding that “unless the company can come out with something significant and unexpected that changes the picture materially for the better, I think that sticking to my guns is the right choice.”
Over the last two years, TWLO has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time.
Over the past three months, EPS estimates have seen two upward revisions and one downward, while revenue estimates have seen four upward revisions and two downward.