earnings
confidence high
sentiment positive
materiality 0.80
Twilio Q3 rev $1.03B (+5% YoY), Non-GAAP ops income $136M; raises FY23 guidance
TWILIO INC
2023-Q3 EPS reported
-$3.54
revenue$3,077,995,000
- GAAP loss from ops improved 76% YoY to $108.9M; Non-GAAP income from ops $136.4M vs (35.1M) loss.
- Communications rev $906.7M (+5% YoY), Data & Apps rev $127.0M (+9% YoY); Dollar-Based NER 101%.
- Raised FY23 non-GAAP income from ops guidance to $475-485M; Q4 rev guidance $1.03-1.04B.
- Elena Donio resigns as President, Twilio Data & Applications effective Dec 15; CEO Lawson to lead unit interim.
- Completed $620M of $1B share repurchase authorization; cash flow positive.