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
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Namib Minerals: Research Note
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The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
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This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
Thursday Tailwinds #10: 8 Oct 2026
US aluminium tariffs, European glass automation and Foraco’s constrained drilling fleet create multi-year pricing tailwinds, with Century…
The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
Golar LNG q2’26 Operational Update
Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…
Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
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