Twilio shares fell 15.2% after earnings. The transcript highlights growth and record cash flow but provides no specific forward guidance or clear explanation for the selloff, so the likely disappointment cannot be identified from the available information.
- Revenue grew 16% organically year over year; non-GAAP gross profit grew 18%.
- Non-GAAP operating income was $326 million and free cash flow was $370 million, both described as quarterly records.
- Management reported continued strength in Voice and Messaging and in self-serve and ISV channels; revenue growth from multiproduct customers continued to outpace the company average.
- Twilio cited several customer expansions, including a 7-figure Ushur deal and a 7-figure Gong deal, plus its first 8-figure Conversations deal.
- AI-related products and opportunities are a focus, but the transcript characterizes adoption as early and says Twilio’s identity offering is still in private beta, with general availability intended next year.
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