07/11/2024, 12:00 PM UTC
Twilio：股价可能已触底（评级上调）Twilio: The Stock Has Likely Bottomed (Rating Upgrade)
1、Twilio 报告了第一季度FY24财报，收入增长4%，盈利增长54%，超出预期。2、管理层提高了全年的盈利预期，但保持收入预期不变，这在一定程度上抑制了投资者情绪。3、公司专注于财务纪律和目标AI驱动的产品创新，以加速客户的'价值实现时间'，预计FY25及以后将实现低两位数的增长。1. Twilio reported Q1 FY24 earnings with a 4% revenue growth and a 54% increase in earnings, beating estimates. 2. The management raised profitability outlook for FY24 while keeping revenue guidance unchanged, which slightly dampened investor sentiment. 3. The company is focusing on financial discipline and targeted AI-led product innovations to accelerate 'time-to-value' for customers, suggesting potential for re-acceleration of growth in the low teens in FY25 and beyond.
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