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
PAA Research on X
$MTN is the $FICO of consumer discretionary.
PAA Research on X
@firstadopter any thoughts or expectations heading into $NTDOY's #NintendoDirect event?
Charles Frischer on X
@k790diskin $NN I just posted my thoughts on the hearing.
Charles Frischer on X
@scottwilsonUSD $NN I think the July and August meetings are live meetings for an NPRM. While not critical months, these are live and have a reasonable possibility of happening. The process should also accelerate the final rule and order timeline, as the work is being done right now in that area
Charles Frischer on X
$NN It is possible that Carr will be able to help the Part 15 user base and approve the 900 MHz modernization plan put forward by NN. The country needs an actionable alternative plan for GPS. The NN plan is important for our country. The time is now for action.
Charles Frischer on X
$NN The attached clips show that the hearing accomplished important work on public policy. Let the FCC do their job. The facts and the testing should/will demonstrate no unreasonable interference will occur from the upgrades to the band.
Charles Frischer on X
$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.
Charles Frischer on X
$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum.
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $222BNET $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 $120BLUV $21B
- 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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Regeneron (REGN) Q3 FY 12/26 Earnings Review
Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.
Sanofi (SNY) - Q3 FY12/26 Earnings Review
Sanofi Q3 sales rose 14.3% at constant currency to €14.4 billion, led by 34.8% Dupixent growth, prompting a second increase to FY26…
AstraZeneca (AZN) Q3 FY12/26 Earnings Review
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Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.
Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)
Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…
Hunting Alphas 2 clicks
Marvell for Lumentum: a new JDS-Uniphase?
Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.
Apple and Palantir are powerful businesses, maybe not great returns from here
Apple and Palantir reported very strong earnings, but their stocks may deliver weak returns from current levels.
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…
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