CEO of Twilio, Khozym Shipchandler, speaks at the Twilio signal event in Sao Paulo on August 14, 2024.
Thanks to the kindness: Twilio
Cloud Communications Maker Twilio On Thursday, he spent hope in a few years in a few years.
The company sees how the corrected operational margin expands to 21% to 22% in 2027 as part of a three -year framework of guidelines. This is higher than Visible Alpha consensus in 19.68%. Twilio's corrected operational margin in the latest quarter It was 16.1%.
Twilio revealed His new tips During the investor's Thursday event. There, the company's management also undertook to generate $ 3 billion in free cash flow in the next three years, compared to around $ 692 million free cash flows for 2022, 2023 and 2024. The visible alpha consensus for Twilio in 2025–2027 , 76 billion dollars.
The price of the company's shares increased by over 10% in extended trade after the company published a presentation of the event.
If 2024 it was about rebuilding the Twilio Foundation, 2025 concerns execution, the general director of Khozyma Shipchandler told CNBC before the company's investor's day.
“If we do well in 2025, I think we are writing our own story from 2026.” – said Shipchandler, who joined Twilio as the head of finance after 22 years in GE in 2018 and Replaced the co -founder Jeff Lawson As a CEO in January 2024.
Twilio, who sends IE -MAILE text messages for customers, did not give the purpose of increasing revenues in 2027 during the Thursday event.
The management on Thursday also provided guidelines for 2025. This allowed USD 825 million to USD 850 million free cash flows and the same amount of corrected operational income, from 7% to 8% to 8% of revenues up to a year. The visible Alfa consensus amounted to USD 814 million of corrected operating income and about USD 808 million free cash flows. The forecast of revenues at 2025 was in line with LSEG consensus.
Over 9,000 AI companies are already building Twilio services. This includes Opeli, which in December announced the service of 1-800-chatgpt, which is based on Twilio's voice tools.
“We want to be able to take several of them, as well as large enterprises,” said Shipchandler. “We are in a sense an open season.”
Increase in the pressure of shareholders
After Twilio's shares debuted on the New York Stock Exchange in 2016, investors took on because the company consistently delivered high rates of revenue growth. The shares fell lower in 2022, when investors were more interested in profitable companies and interest rates increased up. At the same time, Twilio's growth increased.
The shareholders' contribution was affected by the reorganization that covered 17% working strength reduction At the beginning of 2023, investors of activists Anson Funds and Legion Partners Management Asset Agent Agits for the sale of Twilio or one of his business units, CNBC was reported.
Since the investor activist Sachem Head Capital Management won the headquarters of the management board of Twilio in April last year, Twilio's shares increased by about 81%because the increase in revenues accelerated and the losses decreased.
Twilio has the opportunity to demonstrate a double -digit growth in 2025 and later, Mizuho analysts found in the note at the beginning of this month. Analysts have the equivalent to buy shares.
Expanding to new areas, such as artificial conversation intelligence, Twilio claims that by 2028 it can sell to a total addressed market worth $ 158 billion, compared to $ 119 billion, when it focuses only on the categories of communication platforms and customer data .
The spokesman said that the company does not think that the acquisitions would be necessary to reach the new total address market.
The initial results of Twilio for the fourth quarter show an increase of 11% of revenues, with corrected operating income, which exceeds the highest level from 185 million to USD 195 million released in October. Analysts surveyed by LSEG expected a 7.9% increase in revenues, and according to Visible Alpha, the corrected operational income consensus amounted to approximately $ 190 million.
TO WATCH: Final Trades: Starbucks, Uber, Berkshire Hathaway and Twilio
