📈 Twilio jumped 17.5% after crushing estimates: adjusted EPS of $1.47 vs. $1.32 expected, revenue up 22% to $1.50B, and it lifted full-year growth guidance to 18-18.5% from 14-15%.
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5Mês·
Quarterly figures 27.04-01.05.26
$VZ (-0,26%)
$DPZ (+2,66%)
$CDNS (-1,78%)
$BARC (+1,14%)
$SPOT (+1,29%)
$BP. (-1,42%)
$SPGI (+3,55%)
$KO (-0,34%)
$UPS (+1,79%)
$AIR (+3,44%)
$SBUX (+3,37%)
$ENPH (+3,62%)
$NXPI (+4,19%)
$STX (-4,72%)
$BE (-0,7%)
$V (+1,65%)
$MDLZ (-0,04%)
$HOOD (+1,96%)
$MBG (+1,28%)
$UBSG (+0,89%)
$DBK (-0,03%)
$LMND (+3,98%)
$SOFI (+5,66%)
$TER (-3,22%)
$ADS (+2,61%)
$ABBV (-0,57%)
$G24 (+7,29%)
$WM (+3,78%)
$APH (-2,04%)
$CMG (+0%)
$GOOG (-0,32%)
$META (-1,01%)
$MSFT (+0,43%)
$AMZN (-0,3%)
$005930
$BAS (+0,31%)
$SU (-1,4%)
$INGA (-0,77%)
$ULVR (+1,79%)
$IDR (+0,71%)
$DHL (+2,1%)
$CAT (-1,77%)
$MA (+2,02%)
$PUM (+3,49%)
$MRK (-1,9%)
$CNHI (-0,84%)
$LLY (+2,99%)
$FSLR (-0,31%)
$WDC (-1,38%)
$RBLX (+7,29%)
$RDDT (+6,79%)
$SNDK (-1,61%)
$AAPL (-1,18%)
$TWLO (+0,27%)
$EL (+4,87%)
$CL (-0,05%)
$XOM (-1,87%)
$CVX (-2,02%)
2121
2 Comentários
TradingHase@TradingHase
5Mês
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22
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8Mês·
Software Stocks That Can Survive AI...
- $MSFT (+0,43%) Microsoft Corp.
- $NOW (+5,86%) ServiceNow
- $TWLO (+0,27%) Twilio
$OKTA (-1,8%) Okta
$CRWD (-2,63%) CrowdStrike Holdings
$PANW (-1,61%) Palo Alto Networks
$ZS (-0,06%) Zscaler
$CHKP (+2,64%) Check Point Software Technologies
$S (+2,64%) SentinelOne
$NTSK (+1,5%) Netstoke
$SNOW (-0,17%) Snowflare
$DDOG (-1,25%) DataDog
$TYL (+2,46%) Tyler Technologies
$CSGP (+5,67%) CoStar Group
$GWRE (+4,47%) Guidewire Software
$VEEV (+5,01%) Veeva Systems
$FROG (+1,35%) JFrog, Lda.
$SAIL (+1,45%) SailPoint- $TEAM (+6,46%) Atlassian Corp.
$ORCL (+2,12%) Oracle Corp.
$PLTR (-0,35%) Palantir Technologies
$CRM (+3,77%) Salesforce
Source: https://www.barrons.com/articles/microsoft-stock-price-ai-survivors-software-servicenow-6781fc99
🎯 Analysts have identified these 22 stocks as the best bets that will survive and thrive through the "Software Apocalypse".
- - - // - - -
What Are You Going To Do ??
A) Create a Shopping List, or,
B) Just going to suffer 'Armageddon'
8Mês·
Quarterly figures 09.02-13.02.26
$UCG (-0,83%)
$MNDY (+7,74%)
$KER (+2,79%)
$BARC (+1,14%)
$OSCR (-2,63%)
$CVS (+1,78%)
$SPOT (+1,29%)
$DDOG (-1,25%)
$BP. (-1,42%)
$SPGI (+3,55%)
$HAS (+2,5%)
$KO (-0,34%)
$JMIA (+5,01%)
$MAR (+3,04%)
$RACE (+2,15%)
$UPST (+7,79%)
$NET (-2,79%)
$LYFT (+3,73%)
$981
$NCH2 (-6,87%)
$DSY (+3,53%)
$1SXP (-0,1%)
$HEIA (+1,67%)
$ENR (-0,98%)
$DOU (+2,59%)
$OTLY (+0%)
$TMUS (-0,91%)
$SHOP (+2,69%)
$KHC (+1,87%)
$FSLY (+0,09%)
$HUBS (+4,22%)
$CSCO (-4,35%)
$APP (+5,92%)
$SIE (-1,12%)
$RMS (+4,09%)
$BATS (+2,16%)
$MBG (+1,28%)
$TKA (+1,85%)
$VBK (-3,92%)
$DB1 (+0,64%)
$NBIS (+2,17%)
$ALB (-0,23%)
$BIRK (+5,27%)
$ADYEN (+3,37%)
$ANET (-5,25%)
$PINS (+4,64%)
$AMAT (-4,16%)
$ABNB (+3,66%)
$TWLO (+0,27%)
$RIVN (+0,44%)
$COIN (+4,59%)
$TOM (-0,32%)
$OR (+3,68%)
$MRNA (+3,98%)
$CCO (+1,61%)
$DKNG (+1,03%)
1313
1 Comentar
8Mês
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22
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9Mês·
Equities | Jeffries best sectors ideas
$JEF (+0,99%) Top picks per sector for 2026
$APP (+5,92%) , $UBER (+2,3%) , $SPOT (+1,29%) , $RDDT , $ROKU (+0,83%) , $Z (+10,22%) , $NOW (+5,86%) , $SHOP (+2,69%) , $TWLO (+0,27%) , $HUBS (+4,22%) , $DNTH (-0,75%) , $TSHA , $TYRA , $TNGX , $SLB (-0,25%) , $ORIC (+8,52%) , $IONQ (+8,64%) , $QBTS (+6,15%) , $FCX (-0,04%) , $GLEN (+0%)
1111
26 Comentários
@Tenbagger2024 Jefferies therefore prefers $FCX 😉. Btw that would also be my favorite copper pick from your idea.
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10Mês·
Who benefits when AI increases productivity in the economy?
Goldman Sachs has looked into the issue and is convinced that it will be companies in particular that have extremely high personnel costs and, at the same time, great potential for automation.
The Goldman strategists use very specific figures. They take wage costs as a percentage of turnover and combine them with the proportion of jobs that can be automated using AI. The result is the so-called Phase 4 list of the AI revolution. AI hyperscalers, semiconductor values and data centers correspond to phase 1, phase 2 and phase 3 respectively.
Which sectors are phase 4 candidates? The answer is: software & services, professional services such as management consultancy, tax consultancy, insurance and IT services, because AI loves repetitive knowledge work.
The specific winners in the area of Banking & Finance include Bank of America $BAC (+0,38%)KeyCorp $KEY (-0,51%), PNC $PNC (-1,03%), US Bancorp $TBBK and Truist $TFC (+1,83%). Half of banking work is document processing - that's AI fodder.
For insurers Goldman Sachs calls Aon $AON (+3,74%)Marsh & McLennan $MMC (+3,96%), Willis Towers Watson $WTW (+3,77%). When AI checks insurance claims, it is a cost revolution.
In the area of IT service providers & consultants the list includes Accenture $ACN (+3,84%), Cognizant $CTSH (+4,68%)EPAM $EPAM (+5,2%)IBM $IBM (+2,02%), Twilio $TWLO (+0,27%), DXC $DXC (+7,34%) and SAIC $SAIC (+0,74%). These companies have consultants - and a large part of their activities can be automated with AI.
Among the software-specialists, Guidewire $GWRE (+4,47%), Manhattan Associates $MANH (+2,51%), Pegasystems $PEGA (+5,67%) and Tyler Technologies $TYL (+2,46%) are mentioned. These are companies that build software for the management of companies - and AI will allow them to deliver their products faster and more cheaply.
In the area of Healthcare Services & Life Science Tools Goldman names Labcorp $LH (+2,12%)IQVIA $IQV (+3,66%) and Certara $CERT (+2,51%)because AI is already involved in medical documentation, study evaluation and diagnostics.
What makes Phase 4 shares so exciting? Every working hour saved has a direct impact on the margin. High productivity stands for high profit leverage. The advantage: unlike hyperscalers or chip companies, they don't need huge investments, but can simply use AI. This means less risk, more leverage and a lower valuation.
Conclusion:
Currently everything revolves around Nvidia $NVDA (-2,34%) , AMD $AMD (-2,13%), TSMC $2330 - i.e. phase 2 stocks. But the next wave is not coming for companies that use AI.
Source text (excerpt) & graphic: Welt, 03.12.25
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11Mês·
Twilio Q3’25 Earnings Highlights
Q3 Highlights
🔹 Revenue: $1.30B (Est. $1.25B) 🟢; UP +15% YoY
🔹 EPS: $1.25 (Est. $1.08) 🟢; UP +23% YoY
Guidance (Q4’25)
🔹 Revenue: $1.31B–$1.32B (Est. $1.28B) 🟢; UP +9.5%–10.5% YoY (Organic +8%–9%)
🔹 Non-GAAP Diluted EPS: $1.17–$1.22 (Est. $1.14) 🟢
🔹 Non-GAAP Income from Operations: $230M–$240M
FY25 Outlook (Raised)
🔹 Reported Revenue Growth: 12.4%–12.6% (Prior 10%–11%) 🟢
🔹 Organic Revenue Growth: 11.3%–11.5% (Prior 9%–10%) 🟢
🔹 Non-GAAP Income from Operations: $900M–$910M (Prior $850M–$875M) 🟢
🔹 Free Cash Flow: $920M–$930M (Prior $875M–$900M) 🟢
Other Metrics
🔹 Adj Income from Operations: $235M; Margin 18.0%
🔹 Operating Cash Flow: $264M; Free Cash Flow: $248M
🔹 Active Customer Accounts: >392K (vs. >320K YoY)
🔹 Dollar-Based Net Expansion Rate: 109% (vs. 105% YoY)
🔹 Employees: 5,541
🔹 Share Repurchases: $349.8M in Q3; ~$656.7M YTD; ~$1.3B authorization remaining (through 2027)
Strategic / Commentary
🔸 “Another record quarter of revenue and non-GAAP income from operations… we’ve raised full-year revenue, profitability, and FCF targets.” — CEO Khozema Shipchandler
🔸 Signed definitive agreement to acquire Stytch, Inc. (identity platform for AI agents); expected close mid-Nov, subject to customary conditions.
22
11Mês·
Quarterly figures 27.10-31.10.25
$KDP (+2,49%)
$7751 (+1,76%)
$NXPI (+4,19%)
$WM (+3,78%)
$CDNS (-1,78%)
$BN (+2,45%)
$SOFI (+5,66%)
$UNH (+2,38%)
$AMT (+0,33%)
$UPS (+1,79%)
$BNP (-0,61%)
$NVS (+1,52%)
$DB1 (+0,64%)
$MSCI (+2,39%)
$ENPH (+3,62%)
$BKNG (+2,66%)
$LOGN (+3,44%)
$V (+1,65%)
$MDLZ (-0,04%)
$PYPL (+0,96%)
$000660
$MBG (+1,28%)
$BAS (+0,31%)
$UBSG (+0,89%)
$SAN (-0,01%)
$CVS (+1,78%)
$OTLY (+0%)
$GSK (+2,02%)
$ETSY (+8,84%)
$CAT (-1,77%)
$KHC (+1,87%)
$ADYEN (+3,37%)
$ADS (+2,61%)
$AIR (+3,44%)
$SBUX (+3,37%)
$CMG (+0%)
$META (-1,01%)
$KLAC (-3,88%)
$MELI (+0,56%)
$WOLF (+6,51%)
$GOOGL (-0,16%)
$EQIX (+0%)
$MSFT (+0,43%)
$CVNA (+4,46%)
$EBAY (+5,17%)
$005930
$6752 (-7,15%)
$KOG (+1,58%)
$VOW3 (+0,43%)
$GLE (+1,3%)
$LHA (+2,55%)
$STLAM (+1,53%)
$SPGI (+3,55%)
$MA (+2,02%)
$PUM (+3,49%)
$AIXA (-3,05%)
$FSLR (-0,31%)
$AAPL (-1,18%)
$REDDIT
$AMZN (-0,3%)
$NET (-2,79%)
$MSTR (+1,24%)
$GDDY (+3,18%)
$TWLO (+0,27%)
$COIN (+4,59%)
$066570
$CL (-0,05%)
$ABBV (-0,57%)
$XOM (-1,87%)
1Ano·
Twilio Q2’25 Earnings Highlights
Q2'25 Results
🔹 Revenue: $1.23B (Est. $1.19B) 🟢; UP +13% YoY
🔹 Adj. EPS: $1.19 (Est. $1.04) 🟢
🔹 Dollar-Based Net Expansion Rate: 108% (Est. 103.6%) 🟢; UP from 102% YoY
🔹 Active Customer Accounts: 349K (Est. 337,467) 🟢; UP +10% YoY
Q3’25 Guidance
🔹 Revenue: $1.25B–$1.26B (Est. $1.22B) 🟢
🔹 Adj. EPS: $1.01–$1.06 (Est. $1.14) 🔴
🔹 Organic Revenue Growth: +8% to +9%
🔹 Adj. Operating Income: $205M–$215M
FY25 Guidance (Raised)
🔹 Organic Revenue Growth: +9% to +10% (Prior: +7.5% to +8.5%) 🟢
🔹 Adj. Operating Income: $850M–$875M (Est. $865.3M) 🟢
🔹 Free Cash Flow: $875M–$900M (Prior: $850M–$875M; Est. $867M) 🟢
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