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
catechwilliams on X
$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster.
catechwilliams on X
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
Brian McGough on X
Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin...
Brian McGough on X
Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?
Brian McGough on X
$HELE elevated on Short list last month, and delivered a killer Black Book outlining why you want to short the name everyone thinks is so damn cheap (which it's not) last week. Stock could still be cut in half from here -- even on a big down move today.
Brian McGough on X
Thanks to Spruce Point for making our $FND Short Call! The work we've done on this name is the best work we've done -- on ANY name -- EVER. @HedgeyeRetailJM @hedgeyeretailrw
Brian McGough on X
Seriously considering getting a Swoosh tattoo on my forehead (ok, maybe on my calf like PHK) -- with a $75 after it -- after today's shellacking -- to remember forever (and to remind me when this stock is at $150). $NKE
Brian McGough on X
$NKE SHOULD be getting tagged. So should $ONON and $DECK as Nike Futures are up so materially in the specialty running channel. But what the market is getting WRONG is taking $FL lower. FL is Nike's meal ticket to reaccelerating top line. It's a massive long here. It's a 2-3-bagger from here.
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
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BioMarin Pharmaceuticals (BMRN) Q3 FY12/26 Earnings Review
BioMarin's Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while Alesta charges drove an $82 million operating loss and…
BNTX Earnings Review
BioNTech's Q3 revenue beat consensus on €613 million of BMS partnership revenue, while COVID vaccine sales fell 35% and net cash totaled…
ON Semiconductor Q3 FY12/26 Earnings Review
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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
BSP · short Bending Spoons Spa
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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.
Grab: Discount To Uber Makes Little Sense
Grab’s Southeast Asian delivery business nears a profitability inflection point, while consolidation and a potential GoTo deal challenge…
Wavelength Research 2 clicks
DoorDash 3Q’26: Buying the Big Basket
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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
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