Twilio (TWLO) reported earnings on Tue 6 Nov 2018 (a/h)

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Twilio beats by $0.05, beats on revs; guides Q4 EPS, revs above consensus

• Reports Q3 (Sep) earnings of $0.07 per share, excluding non-recurring items, $0.05 better than the S&P Capital IQ Consensus of $0.02; revenues rose 68.0% year/year to $168.9 mln vs the $151.62 mln S&P Capital IQ Consensus.
• 61,153 Active Customer Accounts as of September 30, 2018, compared to 46,489 Active Customer Accounts as of September 30, 2017.
• Co issues upside guidance for Q4, sees EPS of $0.03-0.04, excluding non-recurring items, vs. $0.02 S&P Capital IQ Consensus; sees Q4 revs of $183-185 mln vs. $160.64 mln S&P Capital IQ Consensus.
• Pending acquiree SendGrid (SEND) also announced earnings:
  • Q3 EPS of $0.05 vs $0.03 S&P Capital IQ Consensus Estimate; revs $37.20 mln vs $36.06 mln S&P Capital IQ Consensus Estimate...Due to the pending transaction with Twilio, Inc., the company is not providing a full-year 2018 outlook.

GasLog (GLOG) reported earnings on Thur 1 Nov 2018 (b/o)

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GasLog beats by $0.10, beats on revs

Reports Q3 (Sep) earnings of $0.19 per share, excluding non-recurring items, $0.10 better than the S&P Capital IQ Consensus of $0.09; revenues rose 20.7% year/year to $158.4 mln vs the $153.59 mln S&P Capital IQ Consensus.

LNG demand growth was strong and broad-based during the first nine months of 2018, growing 7% over the same period of 2017, according to data from Poten. LNG demand growth was led by China which grew approximately 42% year-over-year or nearly 11 million tonnes per annum as the country continued to grow its natural gas usage as a percentage of its total energy consumption.

"Looking ahead, in our view, strong LNG demand, new sources of supply coming onstream and limited availability of shipping capacity over the near-term are combining to create the potential for the recent strength in LNG shipping spot rates to be sustained through at least early 2019.While we may see a seasonal moderation in spot rates during the first half of 2019, we do not expect this to be as pronounced as was the case in early 2018."

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Vista Outdoor beats by $0.02, reports revs in-line; raises bottom end of FY19 EPS; reaffirms FY19 rev guidance

Reports Q2 (Sep) earnings of $0.05 per share, excluding non-recurring items, $0.02 better than the S&P Capital IQ Consensus of $0.03; revenues fell 6.9% year/year to $546.6 mln vs the $541.2 mln S&P Capital IQ Consensus.

Co issues in-line guidance for FY19, sees EPS of $0.20-0.35 from $0.15-0.35, excluding non-recurring items, vs. $0.26 S&P Capital IQ Consensus; reaffirms FY19 revs of $2.10-2.16 bln vs. $2.13 bln S&P Capital IQ Consensus.