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Mar 31, 2022
Twilio Q1 2022 Earnings Report
Reported strong first quarter results with revenue of $875.4 million, up 48% year-over-year.
Key Takeaways
Twilio announced strong Q1 2022 results, with revenue reaching $875.4 million, a 48% increase year-over-year. The company's dollar-based net expansion rate was 127%. However, GAAP loss from operations was $217.8 million, and non-GAAP income from operations was $5.0 million.
Revenue for Q1 2022 reached $875.4 million, up 48% year-over-year, including $32.2 million from Zipwhip.
Organic revenue grew 35% year-over-year.
GAAP loss from operations was $217.8 million, compared to $197.3 million in Q1 2021.
Dollar-Based Net Expansion Rate was 127%, compared to 133% in Q1 2021.
Forward Guidance
Twilio is initiating guidance for the second quarter ending June 30, 2022.
Positive Outlook
- Revenue (millions): $912 - $922
- Y/Y Growth: 36% - 38%
- Organic Y/Y Growth: 27% - 29%
Challenges Ahead
- Non-GAAP loss from operations (millions): ($40) - ($35)
- Non-GAAP loss per share: ($0.23) - ($0.20)
- Non-GAAP basic shares outstanding (millions): 182
Historical Earnings Impact
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Avg. Return Before/After Earnings
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