云通信平台提供商Twilio Inc（TWLO）今日盘前大涨8.64%，主要受益于公司发布的强劲第三季度财报和上调的全年指引。
Twilio公布的2025年第三季度财报显示，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，公司还报告了2.48亿美元的自由现金流，同比增长31%，体现了improved运营效率和现金生成能力。
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。尽管第四季度收入增长预计将有所放缓，但上调的全年指引和强劲的第三季度业绩仍然推动了股价的显著上涨。
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