Earnings Alerts

Twilio (TWLO) Earnings Surpass Estimates with 4Q Adjusted EPS Beating Expectations

By February 15, 2024 No Comments
  • Twilio’s 4Q adjusted EPS has outperformed estimates.
  • The adjusted EPS for this quarter is 86c, up from 22c year on year.
  • Estimates had previously projected the EPS at 56c.
  • Revenue for the quarter has increased by 5% year on year, reaching $1.08 billion.
  • This exceeds the estimated revenue of $1.04 billion.
  • There have been 16 buys, 14 holds, and 4 sells of Twilio’s stock.

Twilio on Smartkarma

Twilio Inc. Analyst Coverage on Smartkarma

Twilio Inc. has recently been covered by top independent analysts on Smartkarma, the leading investment research network. Analysts from Baptista Research have published two research reports on the company, highlighting its performance and potential growth drivers.

The first report, titled “Twilio Inc.: What Is The Role Of AI In Amplifying Its Value? – Major Drivers”, discusses how Twilio Inc. has exceeded Wall Street’s revenue and earnings expectations in the last quarter. The company’s non-GAAP income from operations and free cash flow have also shown significant improvement. With a revenue of $1.034 billion, Twilio’s Communication business has been the main contributor to its success, constituting 88% of its Q3 revenue.

The second report, “Twilio Inc.: Surprising Signals of Growth and Stabilization You Need to Know! – Major Drivers”, highlights Twilio Inc.’s positive results and all-around beat in the last quarter. The company’s non-GAAP revenue from operations of $120 million has been a significant contributor to its success. Twilio’s management is confident in its revenue growth and expects a recovery in bookings by the end of the year, with a projected resumption of revenue growth throughout 2024.


A look at Twilio Smart Scores

FactorScoreMagnitude
Value4
Dividend1
Growth3
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

According to the Smartkarma Smart Scores, Twilio has a promising long-term outlook. The company has received a score of 4 for value, indicating that it is currently undervalued and has potential for growth in the future. However, Twilio received a low score of 1 for dividend, meaning that it may not be the best option for investors seeking regular income.

Twilio has also received a score of 3 for growth, demonstrating its potential for expansion and development. In terms of resilience, the company received a score of 4, indicating that it is well-equipped to withstand external challenges and maintain its performance. Additionally, Twilio has a high score of 5 for momentum, suggesting that it is currently experiencing positive growth and may continue to do so in the future.

Twilio Inc. is a technology company that specializes in Internet infrastructure solutions. Their cloud computing platform allows developers to incorporate phone calls, internet-based voice communications, and text messages into various applications. With a strong presence worldwide, Twilio is poised for long-term success based on its high scores in value, growth, resilience, and momentum.


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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