TWLO

Twilio Inc.

Absolute Sentiment?82%

0 pts vs last quarter | -3 pts vs peer median

Relative Sentiment?106%

+2 pts vs peer median

Directness?91%

-2 pts vs peer median

% Direct?84%

-3 pts vs peer median

% Evasive?2%

+1 pts vs peer median

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Timeframe

AI Sentiment

Post-Earnings Window

Event Type

Rows

Event	Date	% Direct	% Evasive	Sentiment	7D Reaction %	Slide Deck
Q2 2026 Earnings	Aug 6, 2026	86%	0%	0.820	-	—
William Blair Growth 2026	Jun 2, 2026	67%	0%	0.750	-	—
TD Cowen TMT 2026	May 27, 2026	88%	0%	0.780	-	—
JPMorgan TMT 2026	May 18, 2026	100%	0%	0.780	-	—
Q1 2026 Earnings	Apr 30, 2026	100%	0%	0.820	-	—
Morgan Stanley TMT 2026	Mar 3, 2026	100%	0%	0.760	-	—
Citizens JMP TMT 2026	Mar 2, 2026	83%	17%	0.740	-	—
Q4 2025 Earnings	Feb 12, 2026	54%	0%	0.780	-	—
Q3 2025 Earnings	Oct 30, 2025	89%	6%	0.780	-	—
Q2 2025 Earnings	Aug 7, 2025	91%	4%	0.780	-	—
Q1 2025 Earnings	May 1, 2025	73%	0%	0.800	-	—
Q4 2024 Earnings	Feb 13, 2025	94%	0%	0.780	-	—
Q3 2024 Earnings	Oct 30, 2024	70%	0%	0.720	-	—
Q2 2024 Earnings	Aug 1, 2024	-	-	0.720	-	—
Q1 2024 Earnings	May 7, 2024	77%	0%	0.670	-	—

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Top Questioners

Canonical analysts and financial firms across published calls

Analyst	Bank	Questions	Question Share	% Evasive
Meta Marshall	Morgan Stanley	47	8.6%	0.0%
Mark Murphy	JP Morgan	41	7.5%	0.0%
Arjun Bhatia	William Blair	38	7.0%	0.0%
Patrick Walravens	JMP Securities	38	7.0%	8.3%
Samad Samana	Jefferies	28	5.1%	0.0%
James Wood	TD Cowen	24	4.4%	0.0%
Alex Zukin	Wolfe Research	21	3.9%	6.7%
Taylor McGinnis	UBS	21	3.9%	0.0%
Michael Turrin	Wells Fargo	20	3.7%	0.0%
Derrick Wood	TD Cowen	19	3.5%	0.0%