Twilio Stock Declines on Disappointing Q4 Earnings Snapshot

Twilio (TWLO) stock fell 15.5% after reporting Q4 results and providing revenue guidance for Q1 that missed analysts' expectations, citing headwinds from the crypto industry and an expected sequential revenue decline. Despite beating revenue and EPS estimates, the company's customer growth decelerated, leading to a downgrade from Northland Capital Markets. The stock's volatility suggests a significant impact on market perception, with concerns raised about product-market fit, competitive dynamics, and pricing power. Twilio is currently trading 21.5% below its 52-week high and down 14.1% since the beginning of the year.