Twilio (TWLO) reported earnings on Mon 6 Aug 2018 (a/h)

** charts before earnings **

 

** charts after earnings **

 

Twilio beats by $0.09, beats on revs; guides Q3 above consensus; raises FY18 EPS and revenue above consensus 

• Reports Q2 (Jun) earnings of $0.03 per share, excluding non-recurring items, $0.09 better than the Capital IQ Consensus of ($0.06); revenues rose 54.1% year/year to $147.8 mln vs the $130.39 mln Capital IQ Consensus. 57,350 Active Customer Accounts as of June 30, 2018, compared to 43,431 Active Customer Accounts as of June 30, 2017. Dollar-Based Net Expansion Rate was 137% for the second quarter of 2018
• Co issues upside guidance for Q3, sees EPS of $0.02-0.03, excluding non-recurring items, vs. $0.00 Capital IQ Consensus Estimate; sees Q3 revs of $150-152 mln vs. $134.82 mln Capital IQ Consensus Estimate.
• Co issues upside guidance for FY18, sees EPS of $0.02-0.04, excluding non-recurring items, vs. ($0.09) Capital IQ Consensus Estimate; sees FY18 revs of $585.5-589.5 mln vs. $543.04 mln Capital IQ Consensus Estimate.