Twilio Inc · Brief

Next report

103 days

Feb 11 · after closeest.Q4 FY26

Expected move

±11.4%implied · report alone

181.71228.35

straddle ±23.9%

spot 205.03exp Feb 19ATM strike 210ATM straddle 57.60IV 63%

Oct 30 closereport share · term structure

Expected move

2 reportsHistory

—≥ implied

Q2 FY26—▲+24.89%—

Q3 FY26±11.3%▼−15.24%×1.35

quarterimplied−25%0+25%realized×

Q3 FY26±11.3%▼−15.24%×1.35

Q2 FY26—▲+24.89%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Feb 11 report · est.

—

TWLO report session

No linked exposure.

Oct 21impliedImplied move: ±13.2% into Oct 29 earnings (Oct 21 close).Source

Oct 20impliedImplied move: ±14.3% into Nov 3 earnings (Oct 20 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.