- Twilio’s adjusted earnings per share (EPS) for the second quarter is $1.19, exceeding the estimate of $1.04 and showing significant growth from the previous year’s 87 cents.
- The company reported a revenue of $1.23 billion, marking a 13% increase from the previous year, surpassing the estimated $1.19 billion.
- Twilio has reaffirmed its 2025 non-GAAP income from operations target, projected to be between $850 million and $875 million.
- The free cash flow target for 2025 has been raised to a range of $875 million to $900 million, up from the previous target of $850 million to $875 million.
- Twilio is increasing its 2025 organic revenue growth target to between 9% and 10% year-over-year, up from the previous 7.5% to 8.5%.
- A new reported revenue target for 2025 has been set at 10% to 11% year-over-year growth.
- On the investor sentiment front, Twilio has 20 buy ratings, 7 hold ratings, and 2 sell ratings.
Twilio on Smartkarma
Analyst coverage of Twilio on Smartkarma by Baptista Research has been positive and insightful. According to their reports, Twilio Incorporated reported a strong start to fiscal year 2025 with a significant 12% year-over-year revenue increase. The company showcased its capacity to leverage its comprehensive communications platform, integrating AI and advanced features, to expand its market presence both domestically and internationally. This growth in revenue was complemented by an impressive non-GAAP operating income and robust free cash flow generation, indicating Twilio’s promising outlook for the future.
In another report by Baptista Research, Twilio Inc. was praised for its strategic progress, with a particular focus on AI integration and product cross-selling opportunities. The company’s fourth quarter of 2024 performance demonstrated evolution and growth, achieving consecutive quarters of double-digit revenue growth. This quarter was significant as Twilio reached GAAP operating profitability ahead of its initial target, highlighting the firm’s commitment to balanced growth and profitability. The analysts’ bullish sentiment on Twilio’s multi-product adoption and international expansion further reinforces the company’s positive trajectory in the market.
A look at Twilio Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Twilio Inc. is positioned for strong long-term growth based on its Smartkarma Smart Scores. With high scores in Growth and Momentum, the company is expected to continue its upward trajectory. Twilio’s innovative cloud computing platform is attractive to web developers looking to integrate communication services into their applications. This positions Twilio well to capitalize on the increasing demand for seamless communication solutions in today’s digital world.
While Twilio scores lower on Dividend, its overall outlook is positive given the combination of strong Growth and Momentum scores. With a solid Value score and respectable Resilience score, Twilio demonstrates a well-rounded profile. Investors eyeing long-term opportunities in the tech sector may find Twilio to be a promising investment given its strong positioning in the Internet infrastructure solutions market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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