earnings
confidence high
sentiment positive
materiality 0.85
Twilio Q2 rev $1.04B (+10%), non-GAAP ops income $120M vs loss; FY guidance raised to $350-400M
TWILIO INC
2023-Q2 EPS reported
-$2.75
revenue$2,044,325,000
- Revenue $1.04B (+10% YoY); Communications $913M (+10%), Data & Apps $125M (+12%).
- GAAP loss from ops $142M (55% improvement YoY); non-GAAP ops income $120M vs loss of $7M.
- Non-GAAP diluted EPS $0.54 vs loss $0.11; GAAP loss per share $0.91 vs $1.77.
- Q3 guidance: rev $980-990M, non-GAAP ops income $75-85M; FY non-GAAP ops income raised to $350-400M.
- Completed $500M share repurchase (50% of $1B auth); >304K active accounts; DBNER 103%.