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
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
CVS Will Break Off Its Namesake Pharmacies $CVS https://t.co/MYacYG8iRD
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
Myles on X
3 10% or larger falls in $QQQ this year and still up 11% YTD. This is why this year has felt so exhausting. No consistent theme or narrative. Sentiment getting whipsawed everywhere. Huge factor rotations. I hope things settle down a bit post midterms. https://t.co/4ztHVmzqYd
John_Hempton on X
@LucrativeLuApe No ladder attacks. My biggest long is $REGN and I have had a few good days. (Position is >100m.)
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BNET $97B
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 AAP $2.9BCUUCF $5.3B
- 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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Stevanato down 30%. Yikes.
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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
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…
Enterprise Products Partners Pulled 2027 Into 2026 - Energy Transfer Didn't
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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 
Monte Investments Market Brief Vol. CXXXIV
Intel maintained after its post-earnings sell-off, with AI inference CPU demand and foundry customer announcements expected to drive a…
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
Stellar results lift shares of AMD, Arista
AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.
CBOE · long Cboe Global Markets INC
Cboe Global Markets trades near $232, with a roughly $24.3 billion market cap, net cash and a 16-17x forward P/E.
An open letter to Senator Elizabeth Warren
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
Sezzle: The Market Is Underestimating This High-Growth Fintech
Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…
Blake Winiecki 1 click
Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)
Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…
Intuit: Bargain Price, But With Some Risks
Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…
Daniel Schönberger 10 clicks
Intel Panther Lake Teardown
Intel’s Panther Lake puts 18A PowerVia backside power and RibbonFET GAA transistors into commercial silicon, with logic density similar to…
New Buy : Honeywell Aerospace $HONA
Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…
GitLab: Positioned To Benefit From Software Development Explosion
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
Research and Value 2 clicks
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…
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