
Customer engagement platform Twilio (NYSE: TWLO) will be reporting results this Thursday after the bell. Here’s what to look for.
Twilio beat analysts’ revenue expectations last quarter, reporting revenues of $1.37 billion, up 14.3% year on year. It was a strong quarter for the company, with revenue guidance for next quarter beating analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.
Is Twilio a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Twilio’s revenue to grow 14.6% year on year, improving from the 12% increase it recorded in the same quarter last year.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Twilio has a history of exceeding Wall Street’s expectations.
Looking at Twilio’s peers in the software development segment, only F5 has reported results so far. It exceeded analysts’ revenue estimates, delivering year-on-year sales growth of 11%.
Read our full analysis of F5’s earnings results here.There has been positive sentiment among investors in the software development segment, with share prices up 7% on average over the last month. Twilio is up 17.5% during the same time and is heading into earnings with an average analyst price target of $149.80 (compared to the current share price of $142.20).
ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all.
Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.