TWLO Q3 FY12/26 Earnings Review
Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.
Tuesday, November 3, 2026
Back to today 
From X
Asif Suria on X
@evantindell How about this for a company name: Banco Latinoamericano de Comercio Exterior, S.A. Thankfully they renamed to Bladex $BLX
Myles on X
I reckon a portfolio of short $WMT, $KO (safety trade), $TSLA, $SPCX, $DJT, $UMAC, $GEO (Trump trade) long $SPY probably beats most things over the next 3 months.
Barbarian Capital on X
second interesting deal in restaurants after the $WEN offer Foodtastic Makes Hostile Bid for Rival MTY Food After Being Rejected https://t.co/mfUsZmshxs
Barbarian Capital on X
"revenue rose to $19.95 billion, up from $5.02 billion a year prior" Super Micro Computer Revenue Surges on AI Infrastructure Demand $SMCI https://t.co/EZJhYAospA
Barbarian Capital on X
3M Announces $7.4 Billion Settlement in ‘Forever Chemicals’ Injuries Case $MMM https://t.co/PcrK3KhEJT
Calvin Blissett on X
@taobanker Yes, funny I posted about them today on Substack. So safe and warm $ARTNA
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 NET $97B
- Palm Harbour Capital third quarter 2026 ALFLE $117MBOIVF $12B
- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 LUV $21BQXO $12B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap
Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…
Stevanato down 30%. Yikes.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…
Marvell And Lumentum Merger Doesn't Make Any Sense To Me
Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…
Dustin Quasney 2 clicks
Transocean (RIG): Q3 2026 Earnings
Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…
Blackstone Digital Infrastructure Trust (NYSE: BXDC)
BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…
Veeva Systems: AI Is The Icing, Not The Cake
Veeva Systems' Commercial Solutions returned to 13% subscription growth, while R&D and Quality grew 19.3%, with Falcon AI agents and…
Ignacio Planas Gonzalez 
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
ARS Pharmaceuticals: Lawsuits And Cash Burn Are Priced In, Yet The Stock Keeps Falling
ARS Pharmaceuticals’ neffy adoption and insurance hurdles have driven cash burn and a falling share price, while management targets…
Cypriot Invests 
Marvell for Lumentum: a new JDS-Uniphase?
Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.
FTAI Aviation Update, Part Two
FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.
SMWB · long Similarweb LTD
Similarweb (SMWB) is presented as a long, revisiting the company’s digital-intelligence business after two prior VIC write-ups.
Karman Holdings q2’26 Earnings Update
Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…
Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)
Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…
Kurt Christensen 
Thursday Tailwinds #9: 1 October 2026
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
[ROL – Rollins] The exterminator’s dilemma
Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside
HubSpot trades at 18.4x forward earnings and 3x sales after the SaaS selloff; a DCF using 22% FCF growth values shares at $302.66.
Bishop Research and Analytics 2 clicks
Why I Agree With Rob Vinall on Wix
Wix’s paying-subscriber conversion fell from 2.72% to 2.01% since 2019, while Business Solutions drove growth and activist-led cost cuts…
TWOD: Close Positions Or Tender Shares
TWOD holders can tender at $26.3841, sell before October 2, 2026, or await roughly $26.7578 in final redemption proceeds.
Colorado Wealth Management Fund 
Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.
Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…
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