Following Twilio’s (TWLO) investor day meeting, Jefferies says the company “did not disappoint,” providing “solid” preliminary Q4 results, guiding FY25 profitability above consensus, and announcing a FY25-FY27 financial framework with above-consensus operating margin and free cash flow targets. The analyst, who walked away from the event “incrementally positive,” has a Hold rating and $105 price target on Twilio shares.
