earnings
confidence high
sentiment negative
materiality 0.80
Twilio Q3 revenue $983M (+33% YoY) but GAAP loss per share widens to $2.63; guides Q4 revenue $995M-$1,005M
TWILIO INC
2022-Q3 EPS reported
-$5.63
revenue$2,801,747,000
- Revenue $983.0M (+33% YoY, +32% organic); GAAP operating loss $457.0M vs $232.3M loss YoY.
- GAAP net loss per share $2.63 vs $1.26; Non-GAAP loss per share $0.27 vs $0.01 income YoY.
- Dollar-Based Net Expansion Rate 122% vs 131% YoY; Active Customer Accounts >280k.
- Q4 guidance: revenue $995-$1,005M (18-19% YoY); Non-GAAP loss from ops ($15)-($5)M.
- Restructuring: 816 employees leaving in Q4 as part of cost reduction efforts.