earnings
confidence high
sentiment negative
materiality 0.75
Twilio Q1 revenue up 48% to $875M; GAAP EPS -$1.23; appoints Donio as President of Revenue
TWILIO INC
2022-Q1 EPS reported
-$1.23
revenue$875,363,000
- Revenue $875.4M (+48% YoY, organic +35%); GAAP operating loss $217.8M vs $197.3M.
- GAAP net loss per share $1.23; non-GAAP net income per share $0.00; diluted shares 184.5M.
- Dollar-Based Net Expansion Rate 127% (down from 133%); active customer accounts 268K.
- Q2 guidance: revenue $912-922M (36-38% growth), non-GAAP loss per share $0.23-$0.20.
- Elena Donio appointed President of Revenue, replaces Marc Boroditsky as CRO; Donio resigns from board.