Twilio (TWLO) will report first results this afternoon.

Twilio has beaten revenue expectations all eleven quarters since its IPO. The company has blown away revenue estimates nine consecutive quarters. 

Analysts expect Q1 EPS of $0.01 vs. ($0.04) last year with revenue up 73% to $223.5 mln.

Twilio guided for Q1 non-GAAP EPS of $0.00-0.01 on revenue of $222-225 mln. 


TWLO hit a new all-time high yesterday and is up 49% year-to-date.

S&P Capital IQ Consensus calls for Q2 non-GAAP EPS of $0.02 with revenue up 72% to $253.5 mln.

With a market value of $17 bln, the stock trades at 16x sales estimates. There are more than ten mid to large-cap enterprise software stocks that trade with an even higher forward revenue multiple.


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