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Jun 30, 2021
Twilio Q2 2021 Earnings Report
Revenue increased by 67% year-over-year, and the dollar-based net expansion rate was 135%.
Key Takeaways
Twilio reported strong second-quarter results with revenue growth accelerating to a run rate of more than $2.6 billion. Companies are increasingly adopting their platform for personalized customer engagement, driving a generational opportunity for Twilio.
Second Quarter Revenue of $668.9 million, up 67% Year-Over-Year
Second Quarter Revenue Dollar-Based Net Expansion Rate of 135%
More than 240,000 Active Customer Accounts as of June 30, 2021, compared to 200,000 Active Customer Accounts as of June 30, 2020
Closed the acquisition of Zipwhip
Forward Guidance
Twilio is initiating guidance for the third quarter ending September 30, 2021. This guidance includes the revenue contribution from Twilio Segment, but excludes revenue contribution from the recently closed acquisition of Zipwhip.
Positive Outlook
- Revenue (millions): $670 - $680
- Y/Y Growth: 50% - 52%
Challenges Ahead
- Non-GAAP loss from operations (millions): ($30) - ($25)
- Non-GAAP loss per share: ($0.17) - ($0.14)
- Non-GAAP basic shares outstanding (millions): 177
Historical Earnings Impact
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Avg. Return Before/After Earnings
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