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
marginofdanger on X
@Ron284Ron I still don't understand why $UBAB posts a press release that is one paragraph long and then a separate detailed press release. Stupid.
JabroniCoin.USD on X
Payments M&A heating up. $GPN https://t.co/a9cwNGScmg
Maj Soueidan on X
@ABCTrading12 Totally agree. Unfortunately, many investors are associating $PPIH as primarily an AI trade. However, they’re bread and butter is building and modernizing infrastructure around the globe. AI is the optionality.
JabroniCoin.USD on X
Seems like $RDDT is an AI-loser? https://t.co/UBfgek11Su https://t.co/z0EEAvATXc
Colin King on X
SOTP idea $MGM https://t.co/6R80w4hHmB
Hunterbrook on X
Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $BE. Positions may change at any time. This thread is not investment advice or any recommendation. See full disclosures on our website.
Hunterbrook on X
UPDATE: Remember when Bloom claimed its supply chain is “not dependent on China” after Hunterbrook’s reporting? New trade records show $BE seems to have quietly restarted a Chinese supply route for scandium-containing fuel cell parts. https://t.co/BUAGun5iAR
absreturnchaser on X
@bcanet @Randall7575 @essential6t7 Plenty of PMs who think $WU Western Union wouldn't mind getting out of the deal and Board occupied selling $WU itself post-offer. @bharringtonw11 reported on it.
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 ALFLE $117MBOIVF $12B
- Artisan Partners Q3 2026 HDLMY $32BIQV $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
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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
AstraZeneca reported Q3 revenue of $16.2 billion, up 7%, with oncology up 17% and core EPS beating expectations; Farxiga sales fell 25%…
Marvell And Lumentum Merger Doesn't Make Any Sense To Me
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Dustin Quasney 2 clicks
BSP · short Bending Spoons Spa
Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.
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Hunting Alphas 2 clicks
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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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