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Investing.com6d agobullish
Twilio soars 16% on earnings beat and strong guidance

Investing.com -- Twilio Inc (NYSE:TWLO) shares surged 16.5% in after-hours trading Thursday after the customer engagement infrastructure company reported second quarter results that exceeded analyst expectations and issued guidance well above consensus estimates.

Twilio (NYSE:TWLO) Delivers Strong Q2 CY2026 Numbers, Stock Jumps 15.7%
StockStory6d agobullish
Twilio (NYSE:TWLO) Delivers Strong Q2 CY2026 Numbers, Stock Jumps 15.7%

Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.

8X8 Q1 Earnings Call Highlights
MarketBeat8d agoneutral
8X8 Q1 Earnings Call Highlights

8X8 (NASDAQ:EGHT) reported a record quarter for service revenue in the first quarter of fiscal 2027, extending its streak of year-over-year revenue growth to five consecutive quarters. The company exceeded its guidance ranges for service revenue, total revenue, non-GAAP operating margin and operatin

Bloomberg14d agobearish
AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?
Simply Wall St.20d agoneutral
Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?

In the lead-up to Twilio’s August 6, 2026 earnings release, analysts such as Jefferies have highlighted expectations for revenue and operating income to come in above prior forecasts, with investor attention on whether gross profit growth can hold up in the second half of the year. At the same time, Twilio has attracted strong positive analyst sentiment, including a Zacks Rank of #1 (Strong Buy) and forecasts for growth in both earnings per share and revenue, prompting debate about whether...

1 Mid-Cap Stock with Impressive Fundamentals and 2 We Avoid
StockStory20d agoneutral
1 Mid-Cap Stock with Impressive Fundamentals and 2 We Avoid

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Twilio faces higher bar heading into quarterly earnings, says Jefferies
Proactive22d agoneutral
Twilio faces higher bar heading into quarterly earnings, says Jefferies

Twilio Inc (NYSE:TWLO) is expected to deliver second quarter results that exceed expectations on revenue and operating income, with investors likely to focus on whether the communications software company's gross profit growth can remain in the mid-teens during the second half of the year,...

1 Large-Cap Stock to Consider Right Now and 2 We Avoid
StockStory30d agoneutral
1 Large-Cap Stock to Consider Right Now and 2 We Avoid

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Twilio (TWLO) Stock Looks Near Fair Value While Sales Sit Above Fair Value
Simply Wall St.33d agoneutral
Twilio (TWLO) Stock Looks Near Fair Value While Sales Sit Above Fair Value

Twilio stock has delivered a strong 214.4% return over the past 3 years, yet the valuation checks paint a more restrained picture. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the current price, while market multiples lean expensive. Over the last 3 years, Twilio shares are up 214.4%, which puts extra focus on whether recent gains already reflect most of the company’s potential. Expectations for Twilio to keep converting its communications platform into growing,...