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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Chris Camillo on X
We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.
Chris Camillo on X
Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO
Maj Soueidan on X
What's the one stock you hope falls due to a "blip" quarter that is likely temporary due to unusual circumstances or investor misinterpretation? Two of my wishes already came true with $SIF and $KLNG. Could throw $FSI into the mix. Next on this early Christmas wish list? $PPIH
Maj Soueidan on X
@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.
A Capital on X
Buy a a temporarily execution-dislocated AI cooling business at $186 before the mediocre automotive business disappears and the RemainCo gets a clean public valuation? $MOD 🤷♂️ https://t.co/oUeZanrue7
Maj Soueidan on X
Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Adam D. Wyden on X
@unknowncapital1 Well, no restatement costs/charge for agn… comps for take 5/ new store growth and tailwind from higher pricing and lower input costs in 27… I’m at 550 of ebitda but honestly could be higher if stars align…$drvn
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 NET $97B
- Palm Harbour Capital third quarter 2026 ALFLE $116MBOIVF $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 $8.3B
Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap
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BioMarin Pharmaceuticals (BMRN) Q3 FY12/26 Earnings Review
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Dustin Quasney 2 clicks
BSP · short Bending Spoons Spa
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FTAI Aviation Update, Part Two
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Wavelength Research 2 clicks
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
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Iron Mountain: The Data-Focused REIT Looking To Climb Ahead After Q3 Results
Iron Mountain’s upgraded Q2 guidance, revenue, EBITDA and AFFO trends support its outlook before Nov.
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