Twilio

NYSE:TWLO   2:53PM EDT
85.20
-2.25 (-2.57%)

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Twilio Inc Earnings: What Will Move the Market

Twilio Inc Earnings: What Will Move the Market



Twilio Inc Earnings: What Will Move the Market


Date Published:

Disclaimer

The materials are not a substitute for obtaining professional advice from a qualified person, firm or corporation.


LEDE

Twilio Inc (NYSE:TWLO) has earnings due out 2018-11-06, after the market closes. As always, the results relative to analyst estimates as well as guidance will drive the stock.

We do note how tight the range is for revenue and EPS estimates, meaning either Wall Street has this name figured out, or this is room for a surprise. We'll see below that the difference between the average current estimate for revenue and the highest estimate is just $1.7 million on a $150+ million piece of data. The same goes for EPS estimates -- very tight which means a very accurate Wall Street or room for a surprise.

Ultimately those who know the stock will be looking for news on the uptake of Twilio Flex, the contact center application platform.

The size of the developer community is another data point to watch, and of course, the two revenue drivers: new customer acquisition, and the amount current customers are growing. It's this two headed giant for revenue growth that has Twilio bulls so excited and the stock rising so sharply since IPO.






Twilio Inc - By the Numbers

There is an expectation set by Wall Street -- and there are numbers at the top tier of that expectation as well. Guidance, at times, moves the market more than the actual quarter being reported -- so watch those numbers as well.



Current Quarter Analyst Estimates

Revenue$ 151.5 Million
Adjusted EPS$ 0.02


What Constitutes a "Large Beat" for the Quarter

* If TWLO reports a revenue number above $ 153.22 Million , that would be ahead of even the highest estimates.
* If TWLO reports an EPS number above $ 0.04 , that would be ahead of even the highest estimates.



Next Quarter Analyst Estimates

Revenue$ 160.47 Million
EPS$ 0.02


What Constitutes a "Large Beat" in Guidance

* If TWLO guides revenue above $ 167.09 Million , that would be ahead of even the highest estimates.
* If TWLO guides EPS above $ 0.04 , that would be ahead of even the highest estimates.


What Happened

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