earnings
confidence high
sentiment neutral
materiality 0.75
Twilio Q4 revenue $842.7M (+54% YoY); GAAP EPS -$1.63; guides Q1 rev $855-865M
TWILIO INC
2021-FY EPS reported
-$5.45
revenue$2,841,839,000
- Q4 revenue $842.7M (+54% YoY); FY2021 revenue $2.84B (+61% YoY).
- GAAP loss from ops Q4 $283.6M vs $185.3M in Q4 2020; non-GAAP loss from ops $27.2M vs income $12.8M.
- Non-GAAP EPS loss $0.20 vs income $0.04 in prior year; GAAP EPS loss $1.63 vs $1.13.
- Active customer accounts 256,000 vs 221,000 YoY; dollar-based net expansion 126% vs 139%.
- Q1 2022 guidance: rev $855-865M (45-47% YoY); non-GAAP loss per share ($0.26)-($0.22).