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
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From X
Timyan Bank Alert on X
@shidellian @CorpusCol Or the good folks in Altavista, VA- $PPBN
BDC on X
This seems really positive for $stln as it validates their value prop to payers. https://t.co/RG5Js9xVFm
SG on X
@frothyassets ahh, I thought maybe but wasn't sure. Yes have short or short call positions in a lot of the 2x quantturd ETFs. Also in the $RGTZ 2x short ETF just for good measure.
Farmer on X
I had $CHPX on my shorts watchlist, but maybe I should go long? https://t.co/qWIa1yo9lt
Farmer on X
Been debating shorting $TIH. I believe it previously operated as the mutual fund $TIHGX. Seems like most of the negative alpha was the fee. But also looks like it does poorly in market crashes which is nice. Borrow is only 0.25%. https://t.co/QNEA9Xgrcz
Deep Sail Capital on X
$ARQQ down 20% today on preliminary results. Still worth $300m or like 450x revenue. https://t.co/65vF1lGHP7
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 $35BIQV $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 $5.6BCALY $3B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
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