TWLOTwilio Inc
Mkt Cap
$20.7BVolume
10.24M52W High
$151.9552W Low
$77.51PE Ratio
1,107.39TWLO Fundamentals
Price
$135.75Prev Close
$112.86Open
$126.8550D MA
$107.32Beta
1.49Avg. Volume
2.62MEPS (Annual)
-$0.6594P/B
2.58Rev/Employee
$805,426.56Poll
Earnings Recap
Twilio reported Q3 revenue of $1.3 billion, exceeding estimates, and non-GAAP income from operations of $235 million, also above expectations. EPS for Q3 was $1.25, beating the consensus estimate of $1.07 by 17%. Q4 revenue is projected to be $1.31–$1.32 billion and non-GAAP income from operations between $230–$240 million.
Bullish
Twilio generated record revenue of $1.3 billion, up 15% year over year, and record non-GAAP income from operations of $235 million.
Bearish
Gross margins declined 280 basis points year over year due to increased Verizon ADP fees.