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Dec 31, 2021

Twilio Q4 2021 Earnings Report

Twilio's Q4 2021 earnings were announced, revealing a 54% year-over-year revenue increase.

Key Takeaways

Twilio reported a strong Q4 2021 with revenue reaching $842.7 million, a 54% increase year-over-year. The company's full-year revenue exceeded $2.8 billion, representing a 61% growth. Twilio's CEO highlighted the combination of their cloud communications platform with Twilio Segment's customer data platform as a key advantage.

Q4 revenue reached $842.7 million, up 54% year-over-year.

Full-year revenue was $2.84 billion, a 61% increase year-over-year.

The dollar-based net expansion rate was 126% for Q4.

Twilio had 256,000 active customer accounts as of December 31, 2021.

Total Revenue
$843M
Previous year: $548M
+53.8%
EPS
-$0.2
Previous year: $0.04
-600.0%
Active Customer Accounts
256K
Previous year: 221K
+15.8%
Dollar-Based Net Expansion Rate
126%
Gross Profit
$397M
Previous year: $282M
+40.6%
Cash and Equivalents
$1.48B
Previous year: $934M
+58.4%
Free Cash Flow
-$50.7M
Previous year: $8.35M
-707.5%
Total Assets
$13B
Previous year: $9.49B
+37.0%

Twilio

Twilio

Forward Guidance

Twilio is initiating guidance for the first quarter ending March 31, 2022.