Twilio reports first-ever GAAP operating profit, Q4 revenue up 11% YoY, announces $2B buyback

TWILIO INC

2024-FY EPS reported -$0.66 revenue$4,458,036,000

Q4 revenue $1.19B (+11% YoY); Communications $1.12B (+12%); Segment $74.1M (-1%).
GAAP operating income $13.7M vs loss $361.7M in Q4 2023; Non-GAAP op income $197M.
Q4 GAAP EPS loss $(0.08); non-GAAP EPS $1.00, up from $0.86 a year ago.
Full-year 2024 revenue $4.46B (+7% reported, +9% organic); non-GAAP op income $714M.
Board authorized $2.0B share repurchase program through Dec 2027; Q1 FY25 guidance rev $1.13-1.14B.

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