Twilio (TWLO -2.18%) has been a disaster of a business after the fallout from the pandemic a couple of years ago. Despite operating at a $4 billion-per-year revenue run-rate (up more than 500% in five years) and sitting on a mountain of cash, the cloud-based communications business has struggled mightily with profitability. As a result, share prices remain down nearly 20% from where they were at the beginning of 2019, despite Twilio's stock notching a 55% rally in 2023. Twilio set out to fix many of its iss ...

After many months of activist-investor pressure, Monday’s abrupt departure of Twilio Chief Executive Jeff Lawson is a likely precursor to more change, such as a possible sale of its data and applications unit.Twilio’s shares TWLO, +6.68% soared almost 7% on Monday on the news that Lawson, who also co-founded the communications-software company, was stepping down. Last year, two activist investors — first Legion Partners and then Anson Funds — acquired stakes in the company, and have advocated for either a s ...

Twilio公司动态 - Twilio股价在最近一个交易日上涨6.7%，收于73.64美元[1] - Twilio任命Khozema Shipchandler为新的首席执行官，并预计将超过2023年第四季度的收入预测[2] - 预计Twilio将在即将发布的财报中每股盈利0.55美元，同比增长150%，预计营收为10.4亿美元，同比增长1.2%[3] - Twilio目前的Zacks排名为3（持有）[6] i3 Verticals公司动态 - i3 Verticals同行业股票，上一个交易日上涨1.8%，收于20.64美元[7] - i3 Verticals即将发布的财报中每股盈利预期在过去一个月内保持不变，为0.38美元，同比增长2.7%[8]

Twilio公司管理变动 - Twilio股票在Jeff Lawson辞去CEO职务后急剧上涨[1] - Khozema Shipchandler将接任CEO一职[3] - Shipchandler表示将审视表现不佳的业务[5] Twilio公司业务调整 - Twilio股票在过去五年中跌幅超过24%[4] - Twilio宣布裁员，影响约300名员工[8] Twilio公司面临的挑战 - Anson Funds和Legion Partners曾要求Twilio改变董事会和考虑出售业务[6]

Jeff Lawson, founder, CEO and chairman of Twilio, speaks at a press conference during the Mobile World Congress on March 1, 2017 in Barcelona, SpainTwilio co-founder Jeff Lawson on Monday said he is stepping down as CEO of the enterprise communications software company. The move comes as company grapples with two activist investors who have been pushing for significant changes at the company.Shares of Twilio are up about 7.3% on the news."The time has come for me to pass the reins of this extraordinary comp ...

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, today announced that Khozema Shipchandler, formerly President of Twilio Communications, has been appointed Chief Executive Officer and will join the company’s Board of Directors, effective immediately. Shipchandler succeeds Jeff Lawson, Twilio’s co-founder, who is stepping down as CEO and as a member of the Twilio Board. In addition, Jeff Epstein, ...

Twilio (TWLO) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this company have returned +4% over the past month versus the Zacks S&P 500 composite's +4% change. The Zacks Internet - Software industry, to which Twilio belongs, has gained 4.5% over this period. Now the key question is: Where could the stock be headed in the near term?While media releases or rumors about ...

Cathie Wood, the founder and CEO of investment management company Ark Invest, is a widely followed investor on Wall Street thanks to her strategy of buying shares of companies capable of disruptive innovation, which she believes could yield solid returns in the long run.Wood's flagship fund, the Ark Innovation ETF, has benefited from this strategy in 2023, logging impressive gains of 70%. Of course, the famous investor's philosophy of buying high-risk, high-reward companies also means that there will be per ...

通信业务 - 通信平台业务稳定，消息发送量、语音通话量、电子邮件发送量等稳定[5] - 通信业务主要收入来自使用量，Q4预测增长较为保守[13] - 通信业务预计在中期框架内增长15%至25%，主要依赖于使用量和新产品[27] - 验证需求增加，产品如Verify有助于防范欺诈[40] - 大部分验证流量用于设备初始验证，产品如Verify满足客户需求[42] - 公司致力于满足客户需求，提供多种验证渠道[43] - 通信业务的毛利率上升了160个基点，总公司的毛利率是自2021年以来最高的[47] - 通信业务的毛利率上升了160个基点，主要受到资产剥离的推动[51] 数据和应用业务 - 数据和应用业务占收入比例约为12%，前期预订有所改善，但仍未达到预期[7] - 数据和应用业务销售团队重建，Q2至Q3预订略有改善[16] - 数据和应用业务面临更多流失和收缩，需要更好的执行力[35] - 数据和应用业务的毛利率下降到80%以下，主要受到软件资本化和基础设施变化的影响[58] - 预计数据和应用业务的基础设施变化将持续到2024年，之后将开始看到毛利率的改善[63] 公司整体 - 公司今年的营运利润率有了显著提高，但预计未来的改善将更为温和[65] - 公司将继续关注增长和盈利能力的平衡，通过远程办公和自助服务等方式来提高效率[68] - 预计随着公司盈利能力的提高，自由现金流也会随之增加[77] - 公司在AI领域有多项创新举措，如Predictions和voice intelligence，但目前还不指望它们对收入有显著贡献[85]

Q3 2023 Earnings Results November 8, 2023 ©2023 TWILIO INC. ALL RIGHTS RESERVED Legal Disclaimer This presentation and the accompanying conference call contain forward-looking statements within the meaning of the federal securities laws, including statements about our future performance and goals. These statements involve substantial risks and uncertainties, as further described in "Forward-Looking Statements" on slide 16, as well as in our most recent periodic reports filed with the SEC, including our Annu ...