Twilio is trading at $205.60, down 15.16%, as investors focused on fourth-quarter organic revenue growth guidance of 11%–12%, slowing from 16% in Q3.
- In its October 29 earnings report, Twilio beat third-quarter revenue and EPS estimates.
- It raised its full-year 2026 organic growth outlook to 15%, but that did not offset concerns about near-term deceleration.
- Software-sector weakness added pressure, with IGV down more than 4%.