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Dec 31, 2023
Twilio Q4 2023 Earnings Report
Twilio reported a strong Q4 2023 with revenue up 5% year-over-year and significant progress towards GAAP profitability.
Key Takeaways
Twilio's Q4 2023 results showed a 5% increase in revenue to $1.08 billion, with organic revenue growth of 8%. The company reported a GAAP loss from operations of $361.7 million, but a non-GAAP income from operations of $172.6 million, demonstrating progress towards profitability. Twilio is undergoing an operational review of the Segment business unit.
Total revenue reached $1.08 billion, a 5% increase year-over-year.
Organic revenue growth was 8% year-over-year.
GAAP loss from operations was $361.7 million.
Non-GAAP income from operations was $172.6 million.
Forward Guidance
Twilio initiated guidance for the first quarter ending March 31, 2024.
Positive Outlook
- Q1 FY24 Revenue (millions): $1,025 - $1,035
- Q1 FY24 Y/Y Revenue Growth: 2% - 3%
- Q1 FY24 Y/Y Organic Revenue Growth: 5% - 6%
- Q1 FY24 Non-GAAP income from operations (millions): $120 - $130
- Q1 FY24 Non-GAAP diluted earnings per share (1): $0.56 - $0.60
Historical Earnings Impact
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Avg. Return Before/After Earnings
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