Earnings Alerts

Twilio (TWLO) Earnings: 4Q Adjusted EPS Falls Short of Estimates, Revenue Surpasses Expectations

By February 14, 2025 No Comments
  • Twilio’s adjusted earnings per share (EPS) for Q4 reported at $1.00, missing the estimated $1.03 but up from last year’s $0.86.
  • The company’s revenue for the quarter was $1.19 billion, slightly above the estimated $1.18 billion, marking an 11% increase year-over-year.
  • For the fiscal year 2025, Twilio maintains its previously announced targets.
  • Twilio aims for organic revenue growth of 7% to 8% annually.
  • Expected non-GAAP income from operations is set between $825 million and $850 million for 2025.
  • Projected free cash flow for 2025 is also between $825 million and $850 million.
  • Analyst ratings show 19 buy recommendations, 7 hold, and 4 sell ratings for Twilio’s stock.

Twilio on Smartkarma

On Smartkarma, Baptista Research has provided valuable analyst coverage on Twilio Inc. The report titled “Twilio Inc.: Expansion into New Markets & International Growth As A Vital Tool For Growth! – Major Drivers” highlights the company’s strong third-quarter performance in 2024. Twilio reported a revenue of $1.134 billion, a 10% year-over-year increase, demonstrating effective cost management and operational efficiency with non-GAAP income from operations at $182 million and significant free cash flow generation at $189 million.

Another insightful report from Baptista Research, “Twilio Inc.: Focus on Multiyear Contracts to Improve Revenue Predictability! – Major Drivers”, discusses Twilio’s financial results for the second quarter of 2024. Despite showcasing a mixed performance, Twilio recorded revenue reaching $1.1 billion, a 4% increase on an organic basis year-over-year, surpassing Q2 guidance. The non-GAAP income from operations also exceeded expectations, reaching a record $175 million, emphasizing Twilio’s strategic focus on enhancing revenue predictability through multiyear contracts.


A look at Twilio Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth4
Resilience4
Momentum5
OVERALL SMART SCORE3.4

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. has been given a Smartkarma Smart Score that reflects a positive long-term outlook for the company. With high scores in Growth, Resilience, and Momentum, Twilio is positioned well for future success. The company’s focus on innovation and expansion is evident in its strong performance in these key areas. While its Value score is moderate, Twilio’s emphasis on growth and adaptability sets it apart in the market.

As a developer of Internet infrastructure solutions, Twilio’s cloud computing platform has enabled web developers globally to integrate various communication channels into their applications. With a strong emphasis on customer service and technological advancements, Twilio is well-positioned to capitalize on the growing demand for digital communication solutions. Overall, Twilio’s Smartkarma Smart Scores indicate a promising future for the company in the evolving tech landscape.


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.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars