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
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
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
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 $35BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- 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
Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…
Stevanato down 30%. Yikes.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…
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
Enterprise Products Partners has pulled growth spending into 2026, while Energy Transfer’s contracted projects offer clearer EBITDA growth…
Blackstone Digital Infrastructure Trust (NYSE: BXDC)
BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…
Veeva Systems: AI Is The Icing, Not The Cake
Veeva Systems' Commercial Solutions returned to 13% subscription growth, while R&D and Quality grew 19.3%, with Falcon AI agents and…
Ignacio Planas Gonzalez 
Monte Investments Market Brief Vol. CXXXIV
Intel maintained after its post-earnings sell-off, with AI inference CPU demand and foundry customer announcements expected to drive a…
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
Stellar results lift shares of AMD, Arista
AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.
WDAY · long Workday INC
Workday shares have declined since February 2024 as the market has turned against SaaS stocks.
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
Novo Nordisk’s Q2 adjusted sales rose 7% and operating profit 11%, prompting a 0% to -6% 2026 outlook as commercial recovery outpaces…
OXY's Plan for Financial FREEDOM
Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…
BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…
TSOH Weekly Roundup (08/07/2026)
TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…
A merciless market (and the reason behind the drop?)
Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.
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