earnings
confidence high
sentiment positive
materiality 0.75
Twilio Q1 revenue $1.05B (+4% YoY), Non-GAAP ops income $160M, raises FY guidance
TWILIO INC
2024-Q1 EPS reported
-$0.31
revenue$1,047,050,000
- GAAP loss from ops improved 84% to $44M; non-GAAP ops income $160M vs $104M a year ago.
- Non-GAAP EPS $0.80; free cash flow $177M vs -$115M in Q1 2023.
- Active customer accounts exceeded 313,000; dollar-based net expansion rate 102%.
- Board authorized additional $2B share repurchase; targeting completion of $1.5B remaining by end-2024.
- FY2024 non-GAAP ops income guidance raised to $585-$635M; organic revenue growth reaffirmed at 5%-10%.