Twilio Stock Sinks 19% as Slowing Growth Outlook Overshadows Earnings Beat

Twilio reported Q3 adjusted EPS of $1.65 vs $1.47 estimate, revenue $1.55B vs $1.51B. But Q4 organic growth forecast of 11-12% (down from 15.7% in Q3) raised concerns about AI business momentum. Stock fell 19% in premarket. Analysts mixed: KeyBanc cautious, Morgan Stanley and BTIG see opportunity.