Q2 revenue 3% ahead of consensus and +13% y/yQ3 revenue guidance 3% ahead of consensus with 10-11% y/y growthSupports our 10% organic growth assumptions for LINKTwilio down in 11.5% postmarket on Q3 earnings guidance missTwilio sees accelerated R&D investments driven by RCS demand

08 Aug 2025
Arctic FLASH: Link Mobility - Twilio Q2: Continued strong growth, but investment signals worth watching

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Arctic FLASH: Link Mobility - Twilio Q2: Continued strong growth, but investment signals worth watching
LINK Mobility Group Holding ASA (LINK:OSL) | 0 0 0.0%
- Published:
08 Aug 2025 -
Author:
Kristian Spetalen | Halvor Aasen Dybdahl -
Pages:
12 -
Q2 revenue 3% ahead of consensus and +13% y/yQ3 revenue guidance 3% ahead of consensus with 10-11% y/y growthSupports our 10% organic growth assumptions for LINKTwilio down in 11.5% postmarket on Q3 earnings guidance missTwilio sees accelerated R&D investments driven by RCS demand