Keeping costs under control while revenue is increasing is boosting Twilio's cash flow from operations.
1 extracted signal · 1 resolved · 0 still active
Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 02 Oct 2025, 21:45 UTC
- Recorded by Tahlil Plus
- 18 May 2026, 20:23 UTC
AI-generated source summary
The video presents a fundamental analysis of Twilio (TWLO). It highlights that Twilio generated record free cash flow of $263 million in its most recent quarter and that the management team is using a significant portion of this to buy back shares. The analyst agrees with the management’s decision to repurchase shares because he believes they are undervalued and that a business fair value is at 117.37, while the current price is 103.35. The management team expects Q3 revenue between $1.245 billion and $1.255 billion. The team has also raised its full-year 2025 organic revenue growth guidance to 9% to 10%, and expects a full year non-GAAP income from operations range of $850 million to $875 million. They are increasing their full year free cash flow guidance to a range of $875 million to $900 million.
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Parkev Tatevosian, CFA
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