From CNBC: 2025-01-23 16:44:45

Twilio CEO Khozema Shipchandler shared positive profit forecast at Signal event in Sao Paulo. Operating margin projected to reach 21-22% by 2027, higher than 19.68% consensus. Company aims to generate $3B in free cash flow over next 3 years. Stock price rose over 10% after event. 2025 focus on execution for Twilio.

Twilio did not provide revenue growth target for 2027, but set guidance for 2025. Expects $825M-$850M in free cash flow, same in adjusted operating income, with 7-8% revenue growth YoY. Over 9,000 AI companies using Twilio services. OpenAI launched 1-800-CHATGPT service with Twilio voice tools.

Twilio faced shareholder pressure after stock dipped in 2022 due to revenue growth slowdown. Activist investors called for sale or reorganization. Since then, stock has surged 81% under new leadership. Analysts predict double-digit growth in 2025 and beyond. Twilio aims to reach $158B total addressable market by 2028.

Twilio’s Q4 preliminary results show 11% revenue growth, exceeding analyst expectations. Adjusted operating income surpasses estimates. Company confident in reaching new total addressable market without acquisitions. Mizuho analysts maintain buy rating on stock. Shipchandler optimistic about growth opportunities.



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