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Sep 30, 2020

Twilio Q3 2020 Earnings Report

Reported financial results for the third quarter ended September 30, 2020.

Key Takeaways

Twilio's total revenue for Q3 2020 was $448.0 million, a 52% increase year-over-year. The Dollar-Based Net Expansion Rate was 137%, and there were more than 208,000 Active Customer Accounts as of September 30, 2020, up 21% year-over-year.

Total revenue reached $448.0 million, representing a 52% year-over-year increase.

The Dollar-Based Net Expansion Rate was 137% for the third quarter of 2020.

Active Customer Accounts exceeded 208,000 as of September 30, 2020, a 21% increase year-over-year.

A definitive agreement was signed to acquire Segment, a customer data platform.

Total Revenue
$448M
Previous year: $295M
+51.8%
EPS
$0.04
Previous year: $0.03
+33.3%
Active Customer Accounts
208K
Previous year: 172.09K
+20.9%
Dollar-Based Net Expansion Rate
137%
Previous year: 132%
+3.8%
Gross Profit
$231M
Cash and Equivalents
$1.13B
Free Cash Flow
-$2.61M
Total Assets
$6.72B

Twilio

Twilio

Forward Guidance

Twilio is initiating the following guidance for the fourth quarter ending December 31, 2020: Revenue (millions) $450 - $455, Y/Y Growth 36% - 37%, Non-GAAP loss from operations (millions) ($15) - ($10), Non-GAAP loss per share ($0.11) - ($0.08), Non-GAAP basic shares outstanding (millions) 153