云通信平台提供商Twilio Inc（TWLO）今日盘中股价大涨14.32%，引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第三季度财报以及上调的全年业绩指引。
根据Twilio公布的2025年第三季度财报，公司收入达13亿美元，同比增长15%，超过分析师预期的12.5亿美元。每股收益为1.25美元，同样高于预期的1.08美元。公司活跃账户数量现已超过39.2万，显示出客户群的持续扩大。此外，Twilio还报告了2.48亿美元的自由现金流，同比增长31%，体现了公司运营效率和现金生成能力的提升。
更令投资者振奋的是，Twilio上调了2025财年的指引。公司现预计全年有机收入增长范围为11.3%-11.5%，高于此前的9%-10%。全年报告收入增长预期也从10%-11%上调至12.4%-12.6%。这一积极展望反映了管理层对公司整体发展轨迹的信心，尤其是在人工智能和国际扩张方面的战略重点。值得注意的是，多家券商包括TD Cowen在财报发布后上调了对Twilio的目标价格，进一步推动了股价上涨。
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