云通信公司Twilio（TWLO）在周四夜盘交易时段股价大跌11.68%，主要原因是公司发布的2025财年第三季度每股收益（EPS）指引低于市场预期。
尽管Twilio公布的第二季度财报优于预期，但投资者似乎更关注其未来展望。公司第二季度调整后每股收益为1.19美元，高于预期的1.05美元；营收同比增长13%至12.3亿美元，同样超过了11.9亿美元的预期。然而，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，低于市场预期的1.14美元，这可能是引发股价下跌的主要原因。
值得注意的是，Twilio第三季度的营收指引为12.5亿至12.6亿美元，高于12.2亿美元的市场预期。公司还重申了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。尽管如此，较低的每股收益指引似乎让投资者对公司短期盈利能力产生了担忧，导致股价在盘后交易中大幅下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.