earnings
confidence high
sentiment positive
materiality 0.75
Twilio Q2 rev $1.08B (+4% YoY); GAAP ops loss narrows; raises FY non-GAAP income guidance
TWILIO INC
2024-Q2 EPS reported
-$0.50
revenue$2,129,552,000
- Revenue $1.08B (+4% reported, +7% organic YoY); Communications $1.01B (+4%), Segment $75.2M (+3%).
- GAAP loss from ops $19M, improving $123M YoY; Non-GAAP ops income $175M vs $120M YoY.
- Non-GAAP EPS $0.87 vs $0.54 YoY; GAAP net loss per share $0.19 vs $0.91.
- Raises FY 2024 non-GAAP ops income guidance to $650-675M (prior $585-635M); narrows organic rev growth to 6-7%.
- Share repurchases: $2.2B completed; targeting remaining $0.8B by end of 2024.