EarningsBear
Twilio Director Sells 500K Shares for $123.5M
Director cuts 79% of holdings post-guidance raise
D1 +24.9% · +5d -1.3%
›11 waves of this story
- 2026-08-07 Q2 adj EPS and revenue beat; FCF beat with raised FY guide signals quality
- 2026-08-08 Multiple sources confirm stock surge to multi-year high, analysts raise targets
- 2026-08-09 Multiple independent X accounts and forums confirm strong post-earnings breakout, extending the existing earnings event
- 2026-08-09 Multiple sources confirm post-earnings surge and breakout leadership in software
- 2026-08-09 Multiple independent traders flag TWLO as strong breakout software name, confirming post-earnings momentum
- 2026-08-10 Q2 core figures confirmed with 22% reported and 17% organic growth, sustaining market attention
- 2026-08-10 Co raises FY revenue guide to 18%-18.5%, stock at levels last seen Jan 2022, and will participate in upcoming investor events.
- 2026-08-11 Q2 beat and raise, FY26 guidance lifted, stock hits 52-week high, recommended on CNBC and by multiple analysts.
- 2026-08-11 Q2 beat-and-raise, stock up 80%+ YTD, sustained analyst attention
- 2026-08-12 Q2 beat-and-raise, bullish analyst views, and new-high momentum draw attention
- 2026-08-13 Director cuts 79% of holdings post-guidance raise
内部人卖出
Insider selling $123.5M (1)
D1 -3.6% · +5d -10.0%
11 earlier events›
CapitalBear
180 Wealth Advisors trims Twilio stake 7% in Q2
Institutional SEC filing shows 7% Q2 trim, reflecting portfolio move
D1 +0.0% · +5d +29.1%
Earnings
Earnings report
D1 +0.0% · +5d +29.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.0% · +5d +29.1%
AnalystBull
Jefferies Expects Twilio Q2 Results to Beat Estimates
Analyst highlights revenue and operating income beats, plus gross margin focus, ahead of earnings.
D1 -4.4% · +5d -1.0%
AnalystBull
Stifel upgrades to Buy
D1 -1.8% · +5d -3.6%
8-K filing
8-K: Item 5.02, Item 5.07, Item 9.01
D1 -2.4% · +5d +1.5%
内部人卖出Bear
Insider selling $10.4M (1)
D1 +4.1% · +5d -12.7%
内部人卖出Bear
Insider selling $184.1M (1)
D1 -4.3% · +5d +25.2%
内部人卖出Bear
Insider selling $130.6M (1)
D1 -2.9% · +5d +1.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +5.1% · +5d +33.1%
Earnings
Earnings report
Q1 营收超 14 亿美元，同比增长 20%，有机营收和非 GAAP 毛利润均增长 16%，为三年多来最高增速。
D1 +5.1% · +5d +33.1%
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