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Despite a top-line beat and higher growth guidance, the stock declined significantly in after-hours trading, indicating a negative reassessment of expectations or multiple expansion. Historical pattern shows earnings beats can be overshadowed by forward guidance or margin concerns, leading to short-term volatility.
What happened, with direct paths to the underlying reporting
Twilio delivered a solid Q3 with revenue of $1.56B and adjusted EPS of $1.65, topping calls for $1.51B and $1.47 respectively. Revenue growth reached 20% year over year, underpinned by broad product momentum and AI infrastructure demand. The company also announced a $127.2M buyback, guided Q4 above consensus, and lifted 2026 revenue growth to 20%, though the stock reversed lower in after-hours trading on what appears to be valuation or margin concerns.
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