earnings
confidence high
sentiment positive
materiality 0.75
Twilio Q1 revenue $1.01B, non-GAAP ops income $103.8M; raises FY23 ops guidance
TWILIO INC
2023-Q1 EPS reported
-$1.84
revenue$1,006,564,000
- Revenue $1.01B (+15% YoY); GAAP ops loss $264.1M includes $121.9M severance and $21.8M lease impairment.
- Non-GAAP income from operations $103.8M vs $5.0M YoY; non-GAAP diluted EPS $0.47 vs $0.00.
- Active customer accounts >300,000 (+12% YoY); Dollar-Based Net Expansion Rate 106% vs 127%.
- Share repurchase: $1B authorized, ~25% completed; program expires Dec 31, 2024.
- Q2 guidance: rev $980-990M (4-5% growth); FY23 non-GAAP ops income raised to $275-350M.