What is Twilio's latest dividend and current dividend yield?

What factors drove the changes in Twilio's revenue and profit?

What is Twilio's gross profit margin?

What is the market's earnings forecast for Twilio next quarter?

What were the key takeaways from Twilio's earnings call?

What were the key takeaways from Twilio’s earnings call?

Did Twilio beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Twilio year over year?

- **Revenue Record**: $1.3B Q3 revenue (+15% YoY), fueled by voice AI and ISV growth.
- **Voice AI Surge**: Top 10 voice AI startups grew 10x YoY; ConversationRelay call volume tripled.
- **Profit & Cash Flow**: Non-GAAP Op Income $235M (29% YoY growth); $248M free cash flow.
- **Strategic Moves**: Acquired Stytch for $<100M to enhance authentication; raised FY25 guidance.
- **Customer Expansion**: 9-figure renewal; self-serve revenue +20% YoY.


**【CEO Summary】**
- **Record Q3 Revenue**: $1.3 billion, up 15% YoY, driven by voice AI and ISV growth.
- **Voice AI Momentum**: Top 10 voice AI startups grew 10x YoY; ConversationRelay call volume tripled QoQ.
- **Customer Expansion**: 9-figure renewal with a leading cloud provider; self-serve revenue +20% YoY.
- **Strategic Acquisitions**: Acquired Stytch for $<100M to enhance authentication capabilities.

**【CFO Financial Commentary】**
- **Profitability**: Non-GAAP income from operations $235M (up 29% YoY); operating margin 18%.
- **Free Cash Flow**: $248M in Q3; $657M year-to-date share buybacks (95% of FCF).
- **Q4 Guidance**: Revenue $1.31-1.32B (9.5-10.5% growth); non-GAAP Op Income $230-240M.
- **Gross Margin**: 50.1% (down 280bps YoY due to carrier fees).

**【Q&A Highlights】**
- **Voice AI Adoption**: 60% YoY growth in voice AI customers; 10x growth in top 10 startups.
- **RCS Growth**: Volume doubled QoQ; Partiful sent millions of branded messages.
- **Churn Impact**: No material churn from June price increase; net adds driven by free tier removal.
- **International Expansion**: Strong self-serve growth in APAC; SIGNAL event in Australia highlights momentum.


TWLO

TWLO fundamentals

You can ask Aime