异动解读|Twilio Inc夜盘上涨17.37%,Q2财报双超预期叠加强劲指引

行情直击
Aug 07

8月7日,Twilio Inc夜盘上涨17.37%,报226.75美元/股,成交额6799.02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。数据显示,Q2调整后每股收益1.47美元,高于市场一致预期的1.32美元,同比增长23.5%;营收15.0亿美元,超出预期的14.29亿美元,同比增长约22%。同时,公司Q3指引同样强劲,预计营收15.1亿-15.2亿美元,高于分析师预期的14.7亿美元;调整后EPS预计1.42-1.47美元,亦超市场预期1.40美元。

此前公司已连续两个季度大幅超预期,上季度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,Oppenheimer指出公司在核心通信消费及AI原生客户中增长机遇显著。财报发布前,Stifel将目标价上调至260美元并升级至买入,Tigress调至255美元,BofA调至235美元,机构共识偏积极。

Twilio Inc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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