Loading...
•
Dec 31, 2020
Twilio Q4 2020 Earnings Report
Reported revenue increased by 65% year-over-year, driven by strong demand and the acquisition of Segment.
Key Takeaways
Twilio announced strong Q4 2020 results, with revenue of $548.1 million, up 65% year-over-year. The company's dollar-based net expansion rate was 139%. Twilio is building the leading customer engagement platform.
Revenue reached $548.1 million, a 65% increase year-over-year.
Dollar-Based Net Expansion Rate was 139%.
GAAP loss from operations was $185.3 million.
Active Customer Accounts exceeded 221,000.
Twilio
Twilio
Forward Guidance
Twilio is initiating guidance for the first quarter ending March 31, 2021. This guidance includes the revenue contribution from Twilio Segment.
Positive Outlook
- Revenue (millions): $526 - $536
- Y/Y Growth: 44% - 47%
Challenges Ahead
- Non-GAAP loss from operations (millions): ($20) - ($15)
- Non-GAAP loss per share: ($0.12) - ($0.09)
- Non-GAAP basic shares outstanding (millions): 166