Jefferies Predicts ‘Modest’ Revenue Growth for Twilio (TWLO) Ahead of Q1 Earnings

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While Twilio advancement connected cost-cutting and operational efficiency, Jefferies remains blimpish connected the company’s gross growth. On the different hand, Samana noted that Twilio’s banal is trading good beneath its highest levels. He believes this sets up a affirmative short-term outlook, suggesting imaginable upside ahead.

Overall, the institution is facing macroeconomic headwinds, with a slowdown spreading crossed assorted sectors, including technology, societal media, and cryptocurrency, and extending into retail and e-commerce.

Wall Street analysts expect Twilio to study net of $0.96 per stock for Q1, up from $0.80 per stock successful the aforesaid 4th past year. Meanwhile, Q1 income are forecasted astatine $1.14 billion, with estimates ranging betwixt $1.13 cardinal and $1.16 billion. This compares to income of $1.19 cardinal reported successful the erstwhile quarter.

Ahead of Twilio’s upcoming earnings, it’s indispensable to analyse the company’s past performance. Key metrics from Main Street Data connection invaluable insights into the trends shaping Twilio’s maturation and fiscal health. Let’s instrumentality a person look astatine these figures.

According to Main Street Data, Twilio’s progressive lawsuit maturation has remained comparatively level implicit the past fewer quarters. In Q4 2024, the institution reported 325,000 progressive customers, reflecting a humble 6.5% year-over-year increase. This dilatory maturation indicates that Twilio is facing challenges successful expanding its lawsuit base, which whitethorn interaction its wide gross maturation and marketplace positioning.

Meanwhile, the company’s dollar-based nett enlargement complaint has remained level implicit the past fewer quarters. This indicates that portion Twilio isn’t losing gross from its existing customers, it’s besides not experiencing immoderate maturation successful gross from upselling oregon upgrading those customers. This level maturation indicates that the institution is struggling to afloat capitalize connected its existing lawsuit base.