TW
Twilio Inc. Class A
TWLO · Twilio Inc. Class A · IT
Up next day
9/12
75%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±11.1%
typical swing on earnings
Price when beating
+7.0%
avg over 11 beats
Biggest single move
+24.9%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Good results usually push the stock up
Up the next day 9 of 11 beats (82%)
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs IT sector avg (177 peers)
This
+6.3%
Sector
+0.7%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 2 of last 12 times (17%)
2xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29After close
'26.9 expectedEst. EPS $1.47
Quarter ended 6/2026
Reported 2026-08-06
Next-day move
+24.9%
After 5 days +29.1%
vs Consensus$1.32→$1.47+11.1% beat
EPS
$1.47
YoY +24%
Revenue
$1.5B
YoY +22%
Next-Q guidance
—
N/A
Price around earnings
vs market +24.3%p7.1x normal — unusual surge
Earnings trend · last 12 quarters
EPS$1.47YoY +24%
'23.9'26.6
Revenue$1.5BYoY +22%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
9x75%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 9 of 12q (75%)
Community · TWLO
What do you think of this stock's earnings pattern?
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