earnings
confidence high
sentiment positive
materiality 0.80
Twilio Q3 revenue $1.134B (+10% YoY); raises FY non-GAAP ops income guidance to $700-710M
TWILIO INC
2024-Q3 EPS reported
-$0.57
revenue$3,263,201,000
- Revenue $1.134B (+10% YoY); Communications $1.060B (+10%); Segment flat at $73.4M.
- GAAP loss from ops -$4.9M (improved from -$108.9M); Non-GAAP ops income $182.4M (up from $136.4M).
- GAAP EPS -$0.06; Non-GAAP EPS $1.02; Free cash flow $189.1M.
- DBNER 105% vs 101% YoY; >320K active customer accounts (up from >306K).
- Raised FY2024 non-GAAP ops income guidance to $700-710M (from $650-675M); organic revenue growth 7.5-8%.