Twilio shares rise after the optimistic company problems 2027 expectations

Cloud communication software maker twilio On Thursday, he issued optimistic profit expectations for the next few years.

The company sees the modified operating margin to between 21 % and 22 % in 2027 as part of a three -year working frame. This is higher than the 19.68 % visible alpha consensus. TWILIO modified margin in At the end of the quarter It was 16.1 %.

TWILIO detection New directives At an investor event Thursday. There, the company’s executive officials also adhered to generate $ 3 billion in free cash flow over the next three years, compared to about 692 million dollars in the free cash flow of 2022, 2023 and 2024. The Alpha visible consensus of 2025 until 2027 was 2.76 billion dollars.

The company’s share price increased by more than 10 % in the extended trading after the company issued its presentation to this event.

If 2024 is related to the rebuilding of the Twilio Foundation, 2025 revolves around implementation.

“If we do good in 2025, I think we are writing our story from 2026,” said Shipchandler, who joined Twilio as head of finance after 22 years in 2018. Participating founder Jeff Lawson replaced As an executive head in January 2024.

Twilio, who sends text messages and email messages to customers, has not issued a target for the growth of revenue for 2027 at Thursday’s event.

On Thursday, the administration provided instructions for 2025. It called to 825 million dollars to 850 million dollars of free cash flow and the same amount in modified operating income, with revenue growing by 7 % to 8 % on an annual basis. The Alpha visible consensus amounted to $ 814 million of modified operating income and about $ 808 million in free cash flow. The 2025 revenue expectations were in line with the consensus of Lseg.

More than 9000 Amnesty International is already built on Twilio services. This includes Openai, which was announced in December 1-800 that depends on Twilio Voice Tools.

“We want to be able to take a group of more than these, as well as large companies,” she said. “We are a kind of both open season.”

The shareholders’ inputs affected the reorganization of it Reducing the workforce by 17 % In early 2023, active investors Anson Andods and Legion Partners Asset Management were moved to sell Twilio or one of its business units, CNBC mentioned.

Since the active investor Sachem Head Capital Management won the Twilio Board seat last April, the Twilio arrow jumped about 81 %, as the growth of revenues accelerated and narrowed the losses.

Mezoho analysts said in a note earlier this month that Twilio has an opportunity to show dual -number growth in 2025 and beyond. Analysts have the equivalent of buying on shares.

By expanding in new areas, such as the AI ​​for the conversation, Twilio says it can be sold in a total -value market worth $ 158 billion by 2028, compared to $ 119 billion when focusing only on communication categories and customer data.

A spokesman for the company said that the company does not believe that the acquisitions will be necessary to reach its total that is the new cultivated market.

Twilio’s initial results for the fourth quarter appear 11 % growth in revenue, with a modified operating income that exceeds the highest party from $ 185 million to 195 million dollars. Release In October. Analysts signed by the survey by LSEG expected 7.9 % revenue growth, according to Visible Alpha, the average operating income consensus was about $ 190 million.

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