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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.
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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