8月7日，Twilio盘前上涨16.46%，报226.18美元/股，成交额3.8万美元。
消息面上，公司于盘后发布第二季度财报，业绩全面超出市场预期。Q2调整后每股收益1.47美元，超出市场一致预期的1.32美元；营收15.0亿美元，高于预期的14.29亿美元，同比增长约22%。Q3指引同样强劲，预计营收15.1亿至15.2亿美元，超出市场预期的14.7亿美元；调整后EPS指引1.42至1.47美元，亦高于预期的1.40美元。此前公司已连续两个季度大幅超预期，Q1曾上调全年营收增长指引至14%-15%。AI驱动的消息及语音消费需求持续旺盛，叠加财报前Stifel升级至买入（目标价260美元）、Tigress（255美元）及BofA（235美元）密集上调目标价，市场情绪偏积极。
Twilio提供消息、语音和电子邮件等云通信工具，助力企业与客户互动，其客户参与平台涵盖通信API及客户数据平台等产品。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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