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Wednesday, November 8, 2017

Twilio (TWLO) reported earnings on Wed 8 Nov 2017 (a/h)

** charts after earnings **



 


Twilio reports EPS in-line, beats on revs; guides Q4 EPS in-line, revs above consensus 
  • Reports Q3 (Sep) loss of $(0.08) per share, excluding non-recurring items, in-line with the Capital IQ Consensus of ($0.08) and in-line with prior guidance of $(0.08)-(0.07); revenues rose 40.6% year/year to $100.54 mln vs the $92.5 mln Capital IQ Consensus and vs prior guidance of $91-93 mln.
  • Co issues guidancefor Q4, sees EPS of $(0.06)-(0.05), excluding non-recurring items, vs. ($0.06) Capital IQ Consensus Estimate; sees Q4 revs of $102.5-104.5 mln vs. $98.7 mln Capital IQ Consensus Estimate.
  • "We hit a number of exciting milestones in Q3, including our first $100 million revenue quarter, our first enterprise license agreement for our higher level software products, and the launch of Twilio Studio...With Twilio Studio, the visual builder for Twilio, we can accelerate our customers' roadmaps and help an even larger set of users build on our platform. We are excited by the size, scale and diversity of what new and existing customers are creating with Twilio." 

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