Twilio超预期大涨，Wood姐又赢麻了吗？_老虎社区_美港股上老虎 - 老虎社区

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Twilio超预期大涨，Wood姐又赢麻了吗？

小斯新报道
2023-11-09

通讯软件公司 $Twilio Inc(TWLO)$ 发布了超预期的Q3业绩和强劲的Q4指引后，当天最高涨幅超18%，收盘+13％。

截至9月30日，Twilio（TWLO）（不包括一次性项目），Q3营收同比增长5％至10.3亿美元，其中通讯收入增长了5％，达到9.067亿美元，数据和应用程序收入增长了9％，达到1.27亿美元，超过市场共识的9.89亿美元。

EPS为58美分，超过市场预期的36美分。

活跃客户账户超过306000个，高于去年同期的280,000个。

Q4展望，公司计每股调整后EPS在53至57美分之间，高于市场预期的37美分；营收预计在10.3亿美元至10.4亿美元之，高于市场预期的10.3亿美元。

公司的10亿美元的回购计划，以及执行了超过6.2亿美元的。

同时， Cathie Wood的 $ARK Innovation ETF(ARKK)$ 非常看好包括 $Roku Inc(ROKU)$ $Zoom(ZM)$ $Twilio Inc(TWLO)$ 在内的成长股，她认为这些公司处在产业变革中，市场还没有充分认识到其潜力。

# 拉涨30%，“木头姐”力挺！绩优股哪家更强？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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玉米地里吃亏
·2023-11-09
10亿美元的回购计划，执行了超过6.2亿美元，这才是良心公司，已收藏准备囤货
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黄老怪
·2023-11-09
现在是熊市，熊市不是木头姐姐的主场
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奔跑吧美股
·2023-11-09
股票我不喜欢，但是喜欢你分析股票的手法
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豆腐王中王
·2023-11-09
牛市的时候可以看木头姐姐，现在是熊市
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无聊1973
·2023-11-09
y
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