earnings
confidence high
sentiment neutral
materiality 0.75
Twilio Q3 revenue $740.2M (+65% YoY), COO Hu resigns, CFO Shipchandler becomes COO
TWILIO INC
2021-Q3 EPS reported
-$3.82
revenue$1,999,095,000
- Revenue $740.2M (+65% YoY); GAAP op loss $232.3M; non-GAAP op income $8.2M.
- GAAP EPS loss $1.26 vs $0.79; non-GAAP EPS $0.01 vs $0.04.
- Dollar-based net expansion rate 131% (vs 137% YoY); active customers >250k.
- George Hu resigns as COO, stays advisor until Jan 3; Khozema Shipchandler (CFO) appointed COO.
- Q4 guidance: rev $760-770M; non-GAAP loss per share ($0.26)-($0.23).