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Dec 31, 2019
Twilio Q4 2019 Earnings Report
Twilio reported strong results for Q4 2019, marked by significant revenue growth and expansion of its customer base.
Key Takeaways
Twilio's Q4 2019 results showcased substantial year-over-year revenue growth, driven by the inclusion of Twilio SendGrid and an increase in active customer accounts. The company's total revenue reached $331.2 million, a 62% increase compared to the previous year. Twilio also expanded its relationships with key organizations and continued to innovate its platform.
Total revenue increased by 62% year-over-year to $331.2 million.
Base revenue grew by 65% year-over-year to $306.6 million.
Dollar-Based Net Expansion Rate was 124%.
The company had more than 179,000 active customer accounts as of December 31, 2019.
Forward Guidance
Twilio provided guidance for Q1 and full year 2020, projecting continued revenue growth and a non-GAAP loss from operations.
Positive Outlook
- Q1 FY20 Revenue Guidance: $335 - $338 million
- Q1 FY20 Y/Y Growth: 44% - 45%
- FY20 Revenue Guidance: $1.475 - $1.490 billion
- FY20 Y/Y Growth: 30% - 31%
- Non-GAAP income tax rate 25%
Challenges Ahead
- Q1 FY20 Non-GAAP loss from operations: ($25) - ($22) million
- Q1 FY20 Non-GAAP loss per share: ($0.11) - ($0.09)
- Q1 FY20 Non-GAAP basic shares outstanding: 148 million
- FY20 Non-GAAP loss from operations: ($60) - ($50) million
- FY20 Non-GAAP loss per share: ($0.20) - ($0.14)
Historical Earnings Impact
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Avg. Return Before/After Earnings
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