Revenue growth is accelerating for Twilio, a great sign for investors.
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Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 01 Oct 2025, 18:45 UTC
- Recorded by Tahlil Plus
- 18 May 2026, 20:23 UTC
AI-generated source summary
The video discusses Twilio's stock performance, noting a year-to-date decrease of over 4%. It highlights Twilio's second-quarter revenue of $1.228 billion, a 13% year-over-year increase. The company generated a record $221 million in income from operations, resulting in an operating margin of approximately 20%. Free cash flow was reported at $263 million. The dollar-based net expansion rate was 108%, reflecting improved growth trends in the communications business. The company is taking market share in its core communications market, driven by messaging and voice growth. Price increases in messaging and voice services in the U.S. have been announced, along with platform investments to improve service delivery efficiency. The analyst's fair value calculation sets the stock at $117.17 per share, compared to a current market price of $103.43. The recommendation for Twilio stock is upgraded to a 'buy' based on these developments. Long term the company is showing increasing retention and profitability
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Parkev Tatevosian, CFA
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