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Q4 24 EPS
$1.00
MISS 3.21%
Est. $1.03
Q4 24 Revenue
$1.19B
BEAT +1.07%
Est. $1.18B
vs S&P Since Q4 24
+17.1%
BEATING MARKET
TWLO +37.4% vs S&P +20.3%
Full Year 2024 Results
FY 24 EPS
$3.67
MISS 0.51%
Est. $3.69
FY 24 Revenue
$4.46B
BEAT +0.33%
Est. $4.44B
Market Reaction
Did TWLO Beat Earnings? Q4 2024 Results
Twilio delivered a mixed fourth quarter for fiscal 2024, posting revenue of $1.19 billion, beating the $1.18 billion consensus by 1.07% and marking 11.1% year-over-year growth, while adjusted EPS of $1.00 fell short of the $1.03 analyst estimate by 3… Read more Twilio delivered a mixed fourth quarter for fiscal 2024, posting revenue of $1.19 billion, beating the $1.18 billion consensus by 1.07% and marking 11.1% year-over-year growth, while adjusted EPS of $1.00 fell short of the $1.03 analyst estimate by 3.21%, sending shares down roughly 5% in after-hours trading. The quarter's most notable shift came on the operating line, where disciplined cost management drove GAAP operating income to $13.73 million, compared to a loss of $361.73 million a year ago, as total operating expenses fell sharply from $892.89 million to $585.97 million. Non-GAAP operating income expanded to $197.05 million from $172.64 million, lifting non-GAAP operating margin to 16.5%. Active customer accounts grew to over 325,000 from 305,000, and dollar-based net expansion improved to 106% from 102%. Looking ahead, Twilio guided Q1 FY25 revenue of $1.13 to $1.14 billion and non-GAAP EPS of $0.88 to $0.93, with full-year FY25 organic revenue growth targeted at 7% to 8%.
Key Takeaways
- • Second consecutive quarter of double-digit revenue growth (11% YoY)
- • Communications segment revenue up 12% YoY driving overall growth
- • Dollar-Based Net Expansion Rate improved to 106% from 102% YoY
- • Active Customer Accounts grew to over 325,000 from 305,000
- • Non-GAAP operating margin expanded to 16.5% from 16.0% YoY
- • Organic revenue growth of 11% in Q4 and 9% for full year
TWLO YoY Financials
Q4 2024 vs Q4 2023, source: SEC Filings
TWLO Revenue by Segment
With YoY comparisons, source: SEC Filings
“Twilio's focus on financial discipline, operational rigor, and innovation is paying off as we delivered a second consecutive quarter of double digit growth and our first ever quarter of GAAP operating profitability.”
— Khozema Shipchandler, Q4 2024 Earnings Press Release
TWLO Earnings Trends
TWLO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TWLO EPS Trend
Earnings per share: estimate vs actual
TWLO Revenue Trend
Quarterly revenue: estimate vs actual
TWLO Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.27 | $1.50 | +17.82% | $1.41B | +4.54% |
| Q4 25 BEAT FY | $1.23 | $1.33 | +8.15% | $1.37B | +3.72% |
| FY Full Year | $4.79 | $4.89 | +2.04% | $5.07B | +0.97% |
| Q3 25 BEAT | $1.07 | $1.25 | +17.00% | $1.30B | +3.83% |
| Q2 25 BEAT | $1.05 | $1.19 | +13.26% | $1.23B | +3.54% |
| Q1 25 BEAT | $0.96 | $1.14 | +18.59% | $1.17B | +2.98% |
| Q4 24 MISS FY | $1.03 | $1.00 | -3.21% | $1.19B | +1.07% |
| FY Full Year | $3.69 | $3.67 | -0.51% | $4.46B | +0.33% |