GOLDMAN DESK: ".. can (will) Software have a moment here with TWLO +11%, NET +9%, TEAM +5% (and NOW +3% yday) on the back of very strong 3Q prints .. and, yes, Software was up 10-15% each of the last two Novembers – not sure I would call that a 'seasonal' effect, but something to keep in mind."
October 31, 2025 at 1:58 PM
GOLDMAN DESK: ".. can (will) Software have a moment here with TWLO +11%, NET +9%, TEAM +5% (and NOW +3% yday) on the back of very strong 3Q prints .. and, yes, Software was up 10-15% each of the last two Novembers – not sure I would call that a 'seasonal' effect, but something to keep in mind."
🇺🇸US pre-market movers🇺🇸 ES -0.1% NQ -0.1% RTY -0.2% $BA -1.5%: Disappointing prelim Q4 numbers $TWLO +18%: Was +ve on direction & more confident in its ability to accelerate growth at its Investor Day $VZ flat: Rev. & EPS topped but adj. EBITDA missed; FY EPS midpoint light…
January 24, 2025 at 12:54 PM
🇺🇸US pre-market movers🇺🇸 ES -0.1% NQ -0.1% RTY -0.2% $BA -1.5%: Disappointing prelim Q4 numbers $TWLO +18%: Was +ve on direction & more confident in its ability to accelerate growth at its Investor Day $VZ flat: Rev. & EPS topped but adj. EBITDA missed; FY EPS midpoint light…
$TWLO good guide
$BA - bad prelim 4q. No bias, might be 1q of write-offs
$NVO - good data on obesity drug. No bias, 90 to hold
$MRNA - closed gap through 41.79. using pdh 42.53 pivot
$BTC - $COIN, $MARA
$BA - bad prelim 4q. No bias, might be 1q of write-offs
$NVO - good data on obesity drug. No bias, 90 to hold
$MRNA - closed gap through 41.79. using pdh 42.53 pivot
$BTC - $COIN, $MARA
January 24, 2025 at 2:20 PM
$TWLO good guide
$BA - bad prelim 4q. No bias, might be 1q of write-offs
$NVO - good data on obesity drug. No bias, 90 to hold
$MRNA - closed gap through 41.79. using pdh 42.53 pivot
$BTC - $COIN, $MARA
$BA - bad prelim 4q. No bias, might be 1q of write-offs
$NVO - good data on obesity drug. No bias, 90 to hold
$MRNA - closed gap through 41.79. using pdh 42.53 pivot
$BTC - $COIN, $MARA
Twilio reports Q3 revenue up 5% YoY to $1.03B, vs. $985M est., 306K+ active customer accounts, vs. 280K+ YoY, and a Q4 guidance above estimates; TWLO jumps 7%+ (Mike Wheatley/SiliconANGLE)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 9, 2023 at 1:30 AM
Twilio reports Q3 revenue up 5% YoY to $1.03B, vs. $985M est., 306K+ active customer accounts, vs. 280K+ YoY, and a Q4 guidance above estimates; TWLO jumps 7%+ (Mike Wheatley/SiliconANGLE)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
twlo sips in and the flashing migraine lights start up. fml.
Calling this a Pa-To because I didn't have any Campari and needed a proper drink (it's fine, I guess).
June 11, 2025 at 7:37 PM
twlo sips in and the flashing migraine lights start up. fml.
📊 This Week in Visuals: $LLY $NVO $CVX $AMGN $UBER $SONY $MDLZ $SHOP $GSK $ABNB $PLTR $OXY $FTNT $HLT $TTD $CPNG $YUM $GPN $TTWO $HUBS $QSR $EXPE $HOOD $DT $TOST $CYBR $TWLO $RDDT $CART $DUOL $LYFT $TRIP $DCBO
Get up to speed with the latest earnings 👇
Get up to speed with the latest earnings 👇
August 10, 2024 at 3:44 PM
📊 This Week in Visuals: $LLY $NVO $CVX $AMGN $UBER $SONY $MDLZ $SHOP $GSK $ABNB $PLTR $OXY $FTNT $HLT $TTD $CPNG $YUM $GPN $TTWO $HUBS $QSR $EXPE $HOOD $DT $TOST $CYBR $TWLO $RDDT $CART $DUOL $LYFT $TRIP $DCBO
Get up to speed with the latest earnings 👇
Get up to speed with the latest earnings 👇
Stocks making the biggest moves after the bell: Cisco, Twilio, Tripadvisor and more
🟦 Bias L
https://www.cnbc.com/2024/02/14/stocks-making-the-biggest-moves-after-the-bell-csco-twlo-trip.html
🟦 Bias L
https://www.cnbc.com/2024/02/14/stocks-making-the-biggest-moves-after-the-bell-csco-twlo-trip.html
February 14, 2024 at 10:42 PM
Stocks making the biggest moves after the bell: Cisco, Twilio, Tripadvisor and more
🟦 Bias L
https://www.cnbc.com/2024/02/14/stocks-making-the-biggest-moves-after-the-bell-csco-twlo-trip.html
🟦 Bias L
https://www.cnbc.com/2024/02/14/stocks-making-the-biggest-moves-after-the-bell-csco-twlo-trip.html
Looking at $TWLO: Twilio (TWLO) hype is tempting, yet rising cpsts? 🧐 Tech features won't mask fundamental rissks.
April 13, 2025 at 3:05 PM
Looking at $TWLO: Twilio (TWLO) hype is tempting, yet rising cpsts? 🧐 Tech features won't mask fundamental rissks.
🇺🇸US pre-market movers🇺🇸 ES +0.3% NQ +0.3% RTY +0.6% $INTC +1%: CEO has board support $MSI +1%: EPS & rev. beat alongside raising guidance $AKAM +3.3%: Top & bottom line w/ strong next Q & FY outlook $TWLO -13.5%: Weak guidance $TTWO +6%: Shallower than exp. loss per shr.,
August 8, 2025 at 11:26 AM
🇺🇸US pre-market movers🇺🇸 ES +0.3% NQ +0.3% RTY +0.6% $INTC +1%: CEO has board support $MSI +1%: EPS & rev. beat alongside raising guidance $AKAM +3.3%: Top & bottom line w/ strong next Q & FY outlook $TWLO -13.5%: Weak guidance $TTWO +6%: Shallower than exp. loss per shr.,
Twilio reports Q2 revenue up 10% YoY to $1.04B vs. $986M est., active customer accounts up 11% YoY to 304K+, and raises FY 2023 profit outlook; TWLO jumps 9%+ (Brody Ford/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
August 8, 2023 at 9:21 PM
Twilio reports Q2 revenue up 10% YoY to $1.04B vs. $986M est., active customer accounts up 11% YoY to 304K+, and raises FY 2023 profit outlook; TWLO jumps 9%+ (Brody Ford/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Early 👀 Under Pressure!
Spu -127,Naz -768, DJI -300
10-yr 4.536%, 2-yr 4.204%
Crude -54c, gold -$15
BTC -3.7%
UP: WM, TWLO, TTWO, TNL, TITN, STT, SSB, SRCE, RDW, QRVO, PTLO, IPG, EXEL, DAN, BTI, BHRB, APTV, APLE
DN: PHM, PLUG, TMHC, RNG, RLI, PEG, NTLA, GOLD, FNMA, FMCC, DHI, APD, AEE, BLMN
Spu -127,Naz -768, DJI -300
10-yr 4.536%, 2-yr 4.204%
Crude -54c, gold -$15
BTC -3.7%
UP: WM, TWLO, TTWO, TNL, TITN, STT, SSB, SRCE, RDW, QRVO, PTLO, IPG, EXEL, DAN, BTI, BHRB, APTV, APLE
DN: PHM, PLUG, TMHC, RNG, RLI, PEG, NTLA, GOLD, FNMA, FMCC, DHI, APD, AEE, BLMN
January 27, 2025 at 1:42 PM
Early 👀 Under Pressure!
Spu -127,Naz -768, DJI -300
10-yr 4.536%, 2-yr 4.204%
Crude -54c, gold -$15
BTC -3.7%
UP: WM, TWLO, TTWO, TNL, TITN, STT, SSB, SRCE, RDW, QRVO, PTLO, IPG, EXEL, DAN, BTI, BHRB, APTV, APLE
DN: PHM, PLUG, TMHC, RNG, RLI, PEG, NTLA, GOLD, FNMA, FMCC, DHI, APD, AEE, BLMN
Spu -127,Naz -768, DJI -300
10-yr 4.536%, 2-yr 4.204%
Crude -54c, gold -$15
BTC -3.7%
UP: WM, TWLO, TTWO, TNL, TITN, STT, SSB, SRCE, RDW, QRVO, PTLO, IPG, EXEL, DAN, BTI, BHRB, APTV, APLE
DN: PHM, PLUG, TMHC, RNG, RLI, PEG, NTLA, GOLD, FNMA, FMCC, DHI, APD, AEE, BLMN
🎯 Momentum #Options Activity trade ideas! Heavy institutional #optionsvolume far above daily average with strong consensus on direction.
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AUR, #TWLO, #IOT, #ALT, #QBTS
#OptionFlow #OptionsTrading #Trading
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AUR, #TWLO, #IOT, #ALT, #QBTS
#OptionFlow #OptionsTrading #Trading
December 7, 2024 at 3:19 AM
🎯 Momentum #Options Activity trade ideas! Heavy institutional #optionsvolume far above daily average with strong consensus on direction.
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AUR, #TWLO, #IOT, #ALT, #QBTS
#OptionFlow #OptionsTrading #Trading
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AUR, #TWLO, #IOT, #ALT, #QBTS
#OptionFlow #OptionsTrading #Trading
🚨 Institutions #optionsvolume surge detected!
AM Top Momentum Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #TIGR 26.7x
2. #CSIQ 17.6x
3. #DQ 14.9x
4. #STLA 8.7x
5. #TWLO 7.1x
#OptionFlow #OptionsTrading #Trading
AM Top Momentum Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #TIGR 26.7x
2. #CSIQ 17.6x
3. #DQ 14.9x
4. #STLA 8.7x
5. #TWLO 7.1x
#OptionFlow #OptionsTrading #Trading
September 30, 2024 at 4:31 PM
🚨 Institutions #optionsvolume surge detected!
AM Top Momentum Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #TIGR 26.7x
2. #CSIQ 17.6x
3. #DQ 14.9x
4. #STLA 8.7x
5. #TWLO 7.1x
#OptionFlow #OptionsTrading #Trading
AM Top Momentum Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #TIGR 26.7x
2. #CSIQ 17.6x
3. #DQ 14.9x
4. #STLA 8.7x
5. #TWLO 7.1x
#OptionFlow #OptionsTrading #Trading
Twilio ($TWLO) reported EPS of 1.0(Adj) missing estimate of 1.04 for Q4 2024. Revenue 1.195 Billion Vs 1.18 Billion expected.
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
February 13, 2025 at 9:41 PM
Twilio ($TWLO) reported EPS of 1.0(Adj) missing estimate of 1.04 for Q4 2024. Revenue 1.195 Billion Vs 1.18 Billion expected.
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Build Sophisticated AI driven valuation and momentum models on the FundSpec App available on the AppStore or PlayStore!
Stocks making the biggest moves after hours: Apple, Amazon, Airbnb, Block and more www.cnbc.com/2025/05/01/s... $AAPL $AMZN $ABNB $XYZ $ROKU $CART $TWLO $RDDT $TEAM $DUOL
Stocks making the biggest moves after hours: Apple, Amazon, Airbnb, Block and more
These are the stocks posting the largest moves in extended trading.
www.cnbc.com
May 2, 2025 at 12:48 AM
Stocks making the biggest moves after hours: Apple, Amazon, Airbnb, Block and more www.cnbc.com/2025/05/01/s... $AAPL $AMZN $ABNB $XYZ $ROKU $CART $TWLO $RDDT $TEAM $DUOL
TWLO - could Twilio make a move again this year? It made a new 52week high not too long ago, bouncing today off that 10/21 ema. On the monthly, it seems to have come out of that long base.
#trading #investing #deepvue
#trading #investing #deepvue
January 3, 2025 at 4:15 PM
TWLO - could Twilio make a move again this year? It made a new 52week high not too long ago, bouncing today off that 10/21 ema. On the monthly, it seems to have come out of that long base.
#trading #investing #deepvue
#trading #investing #deepvue
Eyeing $TWLO, Twilio sits in hype's glow. But rising costs sketch a murky business model.
April 13, 2025 at 8:21 PM
Eyeing $TWLO, Twilio sits in hype's glow. But rising costs sketch a murky business model.
💵 El dólar se fortaleció.
🛢️ El petróleo subió tras nuevas sanciones a Irán.
🥇 El oro escaló como refugio ante la incertidumbre.
📊 Valores a seguir esta semana por sus resultados:
$MCD $SHOP $KO $HUM $SMCI $CVS $RDDT $HOOD $TTD $COIN $TWLO $DDOG $MRNA $ENB
🛢️ El petróleo subió tras nuevas sanciones a Irán.
🥇 El oro escaló como refugio ante la incertidumbre.
📊 Valores a seguir esta semana por sus resultados:
$MCD $SHOP $KO $HUM $SMCI $CVS $RDDT $HOOD $TTD $COIN $TWLO $DDOG $MRNA $ENB
February 10, 2025 at 10:33 AM
💵 El dólar se fortaleció.
🛢️ El petróleo subió tras nuevas sanciones a Irán.
🥇 El oro escaló como refugio ante la incertidumbre.
📊 Valores a seguir esta semana por sus resultados:
$MCD $SHOP $KO $HUM $SMCI $CVS $RDDT $HOOD $TTD $COIN $TWLO $DDOG $MRNA $ENB
🛢️ El petróleo subió tras nuevas sanciones a Irán.
🥇 El oro escaló como refugio ante la incertidumbre.
📊 Valores a seguir esta semana por sus resultados:
$MCD $SHOP $KO $HUM $SMCI $CVS $RDDT $HOOD $TTD $COIN $TWLO $DDOG $MRNA $ENB
New Blog Post: US Stocks Watchlist – 15 July 2025
There were 21 stocks highlighted from the US stocks watchlist scans today – $SE, $TWLO, $APP
www.stageanalysis.net/blog/1308579...
There were 21 stocks highlighted from the US stocks watchlist scans today – $SE, $TWLO, $APP
www.stageanalysis.net/blog/1308579...
US Stocks Watchlist – 15 July 2025 - Stage Analysis
There were 21 stocks highlighted from the US stocks watchlist scans today...
www.stageanalysis.net
July 15, 2025 at 11:38 PM
New Blog Post: US Stocks Watchlist – 15 July 2025
There were 21 stocks highlighted from the US stocks watchlist scans today – $SE, $TWLO, $APP
www.stageanalysis.net/blog/1308579...
There were 21 stocks highlighted from the US stocks watchlist scans today – $SE, $TWLO, $APP
www.stageanalysis.net/blog/1308579...
So into AI recently. I've been in $TWLO for about 2 years... but what others stocks are there??
December 16, 2024 at 9:39 AM
So into AI recently. I've been in $TWLO for about 2 years... but what others stocks are there??