云通信公司Twilio（TWLO）今日盘中大跌18.64%，引发市场广泛关注。尽管公司公布的第二季度财报表现亮眼，但投资者似乎更为关注其未来展望。
根据公司发布的2025财年第二季度财报，Twilio的调整后每股收益为1.19美元，高于市场预期的1.05美元；营收同比增长13%至12.3亿美元，同样超过了11.9亿美元的分析师预期。然而，让投资者感到失望的是公司对第三季度的业绩指引。Twilio预计第三季度调整后每股收益将在1.01至1.06美元之间，显著低于市场预期的1.14美元。这一较为保守的盈利预期可能是引发股价大跌的主要原因。
值得注意的是，尽管每股收益指引不及预期，Twilio仍然对其整体业务前景保持乐观。公司预计第三季度营收将达到12.5亿至12.6亿美元，高于12.2亿美元的市场预期。同时，Twilio重申了2025财年非公认会计准则营业利润目标为8.5亿至8.75亿美元，并上调了自由现金流目标至8.75亿至9亿美元。然而，这些积极因素似乎未能抵消投资者对短期盈利能力的担忧，导致股价在盘中交易中出现大幅下跌。
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