Twilio Inc（TWLO）今日盘前股价大涨20.69%，引发了市场的广泛关注。
消息面上，Twilio公布了远超市场预期的2026年第一季度业绩。财报显示，公司第一季度调整后每股收益为1.50美元，大幅超出分析师一致预期的1.27美元；营收达到14.06亿美元，也高于市场预期的13.42亿美元。盈利与营收双双大幅超预期，成为推动股价上涨的核心动力。
此外，Twilio还上调了全年业绩指引。公司将2026年全年营收增长预期从之前的11.5%至12.5%上调至14%至15%，同时上调了运营利润和自由现金流预期。公司表示，这一乐观展望主要得益于企业客户对其云通信工具，特别是人工智能驱动的客户互动服务的强劲需求。公司正围绕AI进行战略转型，旨在将更多自动化和数据驱动功能融入其平台，这显著增强了市场对其未来增长潜力的信心。
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