异动解读 | 第一季度财报及全年指引双双超预期,Twilio盘中大涨23.65%

异动解读
May 02

云通信平台Twilio Inc (TWLO) 今日盘中大涨23.65%,成为市场焦点。

消息面上,此次股价大幅上涨主要得益于公司发布的2026年第一季度财报远超市场预期。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。

此外,Twilio还同步上调了全年业绩指引,将2026年全年营收增长预期从此前的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。强劲的季度表现与乐观的未来展望共同提振了市场信心,成为推动股价飙升的核心动力。

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