Twilio Eyes 10.4% Q4 Revenue Growth to $1.32 Billion, EPS $1.23
Twilio delivered $1.3B revenue last quarter (+14.7% YoY), beating estimates by 3.8% and adding 43,000 customers for a total of 392,000. Analysts forecast Q4 revenue of $1.32B (+10.4% YoY) and $1.23 adjusted EPS, while shares have fallen 10.6% over the past month versus a $145.03 average price target.
1. Last Quarter Highlights
Twilio reported $1.3 billion in revenue for the prior quarter, marking a 14.7% year-on-year increase and beating consensus estimates by 3.8%. The company added 43,000 new customers, bringing its total customer count to 392,000, and exceeded EBITDA forecasts as customer growth accelerated.
2. Q4 Analyst Expectations
Analysts anticipate fourth-quarter revenue of $1.32 billion, up 10.4% year-on-year, and adjusted earnings of $1.23 per share. This follows a two-year trend in which the company has outperformed Wall Street revenue estimates by an average of 2.7%.
3. Share Performance and Price Targets
Twilio shares have declined 10.6% over the past month amid broader software sector pressures. The average analyst price target stands at $145.03, implying approximately 22% upside from current levels.