Good news for media companies is proving to be bad news for their stocks https://t.co/Nt86weVhqh
Twilio Q2: revenue up 13% YoY to $1.23B, vs. $1.19B est., 349K+ active customer accounts, and Q3 earnings forecast below est.; TWLO falls 10%+ after hours (Brandon Evans / Seeking Alpha) https://t.co/zc5Btr0JBs https://t.co/j1XVjMXo4h https://t.co/ZOzeer2dpR
Twilio’s stock tanks on tepid earnings forecast https://t.co/z73eMBZLou
Twilio Inc. reported second-quarter 2025 revenue of $1.23 billion, up 13% from a year earlier and ahead of the $1.19 billion average analyst estimate. Adjusted earnings rose to $1.19 a share, topping the $1.06 consensus, while GAAP earnings came in at $0.14. The communications-software provider generated $37 million in GAAP operating income and $221 million on an adjusted basis. Dollar-based net expansion improved to 108% and active customer accounts increased 10% to 349,000. Chief Executive Officer Khozema Shipchandler said the results reflect improving execution and highlighted AI-centric product updates unveiled at the company’s SIGNAL conference in May. Twilio also lifted its full-year free-cash-flow goal to a range of $875 million to $900 million, from a prior $850 million to $875 million target. Despite the solid quarter, Twilio projected adjusted earnings of $1.01 to $1.06 a share for the third quarter, below the roughly $1.14 analysts expected, even as it guided revenue to $1.245 billion to $1.255 billion, above forecasts. The softer profit outlook pushed the stock down more than 10% in post-market trading after a 6% slide during the regular session, though the shares remain up about 13% in 2025, outpacing the S&P 500.
