---
title: "Twilio Stock Is Tumbling Thursday: What's Going On?"
description: "Twilio stock is down as the company's fourth-quarter results beat expectations but its revenue forecast for the first quarter fell short. The company reported revenue of $1.08 billion and earnings per"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/108005508.md"
published_at: "2024-02-15T13:49:05.000Z"
---

# Twilio Stock Is Tumbling Thursday: What's Going On?

> Twilio stock is down as the company's fourth-quarter results beat expectations but its revenue forecast for the first quarter fell short. The company reported revenue of $1.08 billion and earnings per share of 86 cents, beating estimates. However, Twilio expects first-quarter revenue to be between $1.025 billion and $1.035 billion, below estimates of $1.05 billion. The stock fell 11.1% after the news.

**Twilio Inc** (NYSE:TWLO) shares are trading lower Thursday on the heels of the company’s fourth-quarter results. Here’s what you need to know.

-   **Q4 Revenue:** $1.08 billion, beat estimates of $1.04 billion

-   **Q4 EPS:** 86 cents, beat estimates of 58 cents

Communications revenue came in at $1 billion, up 5% year-over-year. Segment (formerly Data & Applications) revenue totaled $75 million, up 4% year-over-year. Twilio noted that management is performing an operational review of its Segment business in order to determine the appropriate path forward for improved execution and profitable growth.

Twilio had more than 305,000 active customer accounts as of Dec. 31, up from more than 290,000 at the end of 2022.

"Twilio had a terrific fourth quarter to close out a strong 2023. It's a privilege to lead the Twilio team into its next chapter as we continue to make strides on our path to GAAP profitability," said **Khozema Shipchandler**, CEO of Twilio.

Twilio expects first-quarter revenue to be between $1.025 billion and $1.035 billion versus estimates of $1.05 billion. The company sees first-quarter adjusted earnings in the range of 56 cents to 60 cents per share versus estimates of 54 cents per share.

Twilio noted that it plans to provide full-year income from operations guidance and other updates to its financial framework after it completes its operational review in March.

Following the print, Northland Capital Markets analyst **Michael Latimore** downgraded Twilio from Outperform to Market Perform and announced a price target of $66.

*Check This Out: HubSpot Analysts Increase Their Forecasts Following Upbeat Results*

**TWLO Price Action:** Twilio shares were down 11.1% at $64.28 at the time of writing, according to Benzinga Pro.

*Photo: Shutterstock.*

### Related Stocks

- [TWLO.US - Twilio](https://longbridge.com/en/quote/TWLO.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Twilio｜8-K：2025 财年 Q4 营收 13.66 亿美元超过预期 |  | [Link](https://longbridge.com/en/news/275808864.md) |
| 未来展望：9 位分析师对 Twilio 的预测 | 在过去三个月中，9 位分析师对 Twilio（TWLO）进行了评级，显示出看涨和看跌情绪的混合。12 个月的平均目标价为 156.89 美元，比之前的目标上涨了 7.09%。主要分析师已调整了他们的评级，有些维持或提高了目标价，而另一些则下 | [Link](https://longbridge.com/en/news/275941633.md) |
| Twilio 联合创始人的聚变能源初创公司获得了来自 Bessemer 和 Alphabet 的 GV 的 4.5 亿美元融资 | Inertia Enterprises 由 Twilio 的 Jeff Lawson 共同创立，已筹集 4.5 亿美元用于开发一款强大的激光，计划在 2030 年建造一个电网规模的聚变电厂。A 轮融资由 Bessemer Venture P | [Link](https://longbridge.com/en/news/275636153.md) |
| Twilio 报告显示，墨西哥企业在全球范围内率先采用对话式人工智能 | Twilio Inc. 发布了报告《对话式人工智能革命内部》，揭示了 36% 的墨西哥企业已全面采用对话式人工智能用于客户服务，超过全球平均水平的 28%。报告强调了有效解决问题、无缝的人工智能与人类之间的过渡以及增强个性化客户体验的安全性 | [Link](https://longbridge.com/en/news/273935098.md) |
| 是什么因素在推动 Twilio Inc 的市场情绪？ | Twilio Inc 的空头头寸增加了 14.71%，目前有 509 万股被卖空，占可用股份的 3.82%。平均需要 2.42 天来平仓这些空头头寸。空头头寸的增加表明市场情绪偏向看跌。与同行相比，Twilio 的空头头寸比例为 3.82% | [Link](https://longbridge.com/en/news/272737283.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.