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Tuesday, November 3, 2026

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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%.

TWLO $33B
Cestrian Capital Research 3 clicks

From X

@convequity

Convequity on X

We own both $ONTO and $CAMT because they sell overlapping tools to different HBM makers, and we raised Onto while holding Camtek. In our 4Q26 portfolio rebalance we increased Onto in our portfolio and held Camtek unchanged. Inspection identifies defects. Metrology measures dimensions and material properties to check that manufacturing meets specifications. Both companies sell inspection and metrology tools for HBM and advanced packaging, but their customer exposure differs. Onto is more closely tied to SK hynix's capital-spending plans. Our industry information identifies Camtek as a preferred supplier for Samsung's HBM production lines, and Samsung is investing aggressively to catch up with SK hynix in HBM. Camtek is smaller and more specialized, and we see a technical edge in selected HBM applications. Onto also sells chip-fabrication metrology and packaging lithography, which Camtek does not offer. We raised Onto because increasingly complex chip designs give customers reasons to keep investing beyond the current packaging recovery. We hold Camtek as the more focused advanced-packaging investment.

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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…

STVN $3.6B
Best Anchor Stocks 3 clicks

Mammoth Energy: Fly Like An Eagle

Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…

TUSK $151M
Naples Investor 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.

BSP $29B
Value Investors Club 1 click

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.

FTAI $17B
CV's Substack 5 clicks

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