[情报] US:TWLO 财报

楼主: Severine (赛非茵)   2021-10-29 02:17:33
1. 标题:Twilio财报
2. 来源:FUTU APP (公司名、网站名)
3. 网址:ibit.ly/5UXn (请善用缩网址工具)
4. 内文:
Twilio Inc. shares plunged late Wednesday after it offered guidance showing a
loss double what analysts expected and announced the departure of its chief
operating officer. The company's revenue, however, continues to post strong
gains.
Twilio Inc.周三晚间股价暴跌,此前该公司公布业绩指引,显示亏损是分析师预期的两
倍,并宣布首席运营官离职。然而,该公司的收入继续强劲增长。
For the fiscal fourth quarter, Twilio (TWLO) projected an adjusted loss of
between 23 cents and 26 cents a share on sales of $760 million to $770
million. Analysts on average were projecting an adjusted loss of 10 cents a
share on sales of $745 million, according to FactSet.
对于第四财季,Twilio预计调整后的每股亏损在23美分到26美分之间,销售额在7.6亿美
元到7.7亿美元之间。根据FactSet的数据,分析师平均预计销售额为7.45亿美元,调整后
每股亏损10美分。
The company also announced COO George Hu is leaving. Khozema Shipchandler,
who has served as chief financial officer since late 2018, will add COO to
his duties.
该公司还宣布首席运营官胡士泰(George Hu)即将离职。自2018年末以来一直担任首席财
务官的霍泽马·希普钱德勒(Khozema Shipchandler)将在他的职责中增加首席运营官
(COO)。
The news overshadowed solid third-quarter results. Twilio reported a loss of
$224.1 million, or $1.26 a share, on sales of $740.2 million, up from $448
million a year ago. After adjusting for stock compensation and other factors,
Twilio reported a profit of a penny a share, worse than adjusted earnings of
4 cents a share a year ago.
这一消息盖过了稳健的第三季度业绩。Twilio报告亏损2.241亿美元,合每股1.26美元,
销售额为7.402亿美元,高于去年同期的4.48亿美元。经股票薪酬和其他因素调整后,
Twilio公布的利润为每股1美分,低于一年前调整后的每股4美分。
Analysts on average were expecting an adjusted loss of 14 cents a share on
sales of $681 million, according to FactSet. Shares were down 11% in
after-hours trading following the announcement, after closing with a 2.3%
loss at $345.77.
根据FactSet的数据,分析师平均预期销售额为6.81亿美元,调整后每股亏损14美分。消
息公布后,该公司股价在盘后交易中下跌11%,收盘时下跌2.3%,至345.77美元。
Despite the after-hours stock hit, Twilio continues to pile up healthy sales
as more companies rely on Twilio to own their data and build direct
relationships with customers when tech giants are making it more difficult
and expensive to do so. Commission fees from Apple Inc. (AAPL) and Google
parent Alphabet Inc. (GOOGL)(GOOGL), plus changes in Apple's mobile privacy
policy, have more businesses considering life without third-party tracking
technology.
尽管盘后股价下跌,但Twilio继续积累着健康的销售额,因为越来越多的公司依赖Twilio
拥有自己的数据,并与客户建立直接关系,而科技巨头却让这样做变得更加困难和昂贵。
苹果(AAPL)和谷歌母公司谷歌(Alphabet Inc.)收取的佣金,再加上苹果移动隐私政策的
变化,让更多的企业考虑在没有第三方追踪技术的情况下生存。
Twilio's software, which allows companies to converse with customers through
text messages, experienced a surge in the second half last year thanks to
political campaigns seeking to communicate with voters. Lapping that period
was expected to depress Twilio's bottom line and sales-growth numbers, but
analysts have hope that those numbers will recover in the coming months.
Twilio的软件允许公司通过短信与客户交谈,由于寻求与选民沟通的政治活动,该软件在
去年下半年出现了激增。预计这段时间会压低Twilio的利润和销售增长数字,但分析师们
希望这些数字在未来几个月会有所回升。
"We acknowledge tough comps in Q3/Q4 due to heavy political messaging traffic
last year, and do not see improvement in gross margins yet due to traction of
lower-margin core messaging products, but see very healthy demand signals
from partners plus the rise of 2-way messaging causing investors to re-rate
growth prospects and the stock into" the first half of next year, J.P. Morgan
analysts wrote earlier this month after speaking with Twilio partners.
摩根大通(J.P.Morgan)分析师本月早些时候在与Twilio Partners交谈后写道,“我们承
认,由于去年大量的政治信息流量,第三季度/第四季度的业绩不佳,由于利润率较低的
核心信息产品的拉动,毛利率尚未出现改善,但我们看到合作伙伴发出了非常健康的需求
信号,加上双向信息产品的兴起,导致投资者将增长前景和股票重新估值至明年上半年。

Twilio shares have struggled amid concerns about second-half growth rates,
falling 12.7% in the past six months while the S&P 500 index grew 9.3%.
Still, shares have grown more than 850% since the company went public in 2016.
在对下半年增长率的担忧中,Twilio的股价一直举步维艰,在过去六个月里下跌了12.7%
,而标准普尔500指数(S&P500 index)上涨了9.3%。尽管如此,自2016年该公司上市以来
,该公司股价仍上涨了850%以上。
"We think of the long-term view and not the short-term," Twilio Chief
Executive Jeff Lawson said of Wednesday's stock plunge.
Twilio执行长Jeff Lawson在谈到周三的股价暴跌时表示,“我们考虑的是长期观点,而
不是短期.

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