To The Moon

1. $Twilio(TWLO)$ soared 11.64%

• Revenue: $1.3B vs $1.254B expected (+3.7% beat)

• EPS: $1.25 vs $1.08 expected (+15.7% beat)

• Outlook: Q4 revenue $1.31B–$1.32B (above $1.29B consensus); adjusted EPS $1.17–$1.22 (above $1.14 consensus). Full-year 2025 organic growth now expected 11.3–11.5% (up from 9–10%), adjusted operating profit $900–910M, free cash flow $920–930M (both above analyst estimates).

Twilio stock rose after the communications software maker reported third-quarter earnings and revenue that topped estimates and hiked its full-year revenue outlook. The share buyback program and acquisition of AI identity platform Stytch added to investor optimism.

CEO Khozema Shipchandler said, “We saw broad-based strength across customer segments, driving record revenue and non-GAAP income from operations. We’ve raised our revenue, profitability, and free cash flow targets for the full year, and our team is focused on helping customers build stronger, more meaningful relationships.”

2. $Reddit(RDDT)$ jumped 10.59 %

• Revenue: $585M vs $546M expected (+7.1% beat)

• EPS: $0.80 vs $0.51 expected (+56.9% beat)

• Outlook: Q4 revenue expected in the range of $655 million to $665 million, ahead of the $638 million that Wall Street was expecting; adjusted earnings forecast is between $275 million and $285 million, topping projections of $259 million.

Reddit stock rose after the company delivered strong top- and bottom-line beats, issued upbeat Q4 guidance, and posted a massive 68% YoY revenue jump. Solid advertising growth, expanding ARPU, and momentum in both U.S. and international markets fueled investor optimism.

“Our focus remains on removing barriers so users can easily find content that fits their interests — the biggest driver of retention is following subreddits you care about. It’s not rocket science,” said Steve Huffman, Chief Executive Officer.

COO Jen Wong added, “We’re running more performance-marketing campaigns globally to boost awareness in newer markets. Our brand efforts have already driven higher app installs and stronger brand consideration — laying the groundwork for future growth.”

3. $Western Digital(WDC)$ surged 9.32%

• Revenue: $2.82B vs $2.73B expected (+3.3% beat)

• EPS: $1.78 vs $1.59 expected (+11.9% beat)

• Outlook: Q2 adjusted EPS of $1.72 to $2.03 (compared to analyst estimates of $1.73) and sales between $2.8 billion and $3 billion (estimate: $2.83 billion).

WDC shares rose sharply after posting strong Q1 results, beating revenue and EPS estimates. Investors cheered robust demand for storage devices amid the AI boom and confidence in continued growth. Positive commentary from Lynx, highlighting supply constraints and sustained enterprise demand, further supported investor optimism.

CEO Irving Tan struck a confident tone: "As AI accelerates data creation, Western Digital's continued innovation and operational discipline position us well to capture new opportunities." He emphasized the company's focus on high-capacity drives for data centers. Management guided Q2 revenue to $2.9 billion with EPS around $1.88, both ahead of current consensus.

4. $Cloudflare, Inc.(NET)$ rallied 8.54%

• Revenue: $962M vs $544.56M expected (+76.7% beat)

• EPS: $0.27 vs $0.23 expected (+17.4% beat)

• Outlook: Q4 revenue $588.5M–$589.5M (above $580.7M expected); adjusted EPS $0.27 (above $0.26 expected). Full-year revenue expected $2.142B–$2.143B, adjusted EPS $0.91 (both above analyst estimates).

Stock move: Shares jumped after Cloudflare posted strong Q3 results, driven by robust customer growth (+33% paying customers YoY) and high retention (DBNR 119%). Investors welcomed the company’s accelerated AI security offerings and expansion into the crypto stablecoin space.

Matthew Prince, CEO & Co-founder: “We’re shipping capabilities at an unmatched pace. This dramatically increases the value we deliver, expands our reach and builds the rails for the next decade of internet growth.”

5. $Atlassian Corporation PLC(TEAM)$ rose 4.87%

• Revenue: $1.43B vs $1.40B expected (+2.1% beat)

• EPS: $1.04 vs $0.84 expected (+23.8% beat)

• Outlook: Q2 FY26 revenue between $1.535 billion and $1.543 billion, with cloud revenue growing roughly 22.5%, non-GAAP operating margin hold at 24.5%. Fiscal Year 2026 total revenue growth YoY is expected to be approximately 20.8%, Cloud revenue growth about 22.5%.

Atlassian shares rose driven by strong cloud growth and accelerating AI adoption. Investor optimism was fueled by robust enterprise sales, increased customer migrations, and expanding monthly active users for AI features, signaling continued momentum and future demand.

CEO Mike Cannon-Brookes emphasized the pace of AI innovation and enterprise adoption. "Our customers are choosing us as their strategic AI platform," he said, "not only for the innovation we're shipping but for the enterprise security, governance, and permissioning, underpinned by our Teamwork Graph and powering the business processes and workflows of over 300,000 customers."