Twilio (TWLO) reported earnings on Tue 6 Nov 2018 (a/h)

** charts before earnings **

 

** charts after earnings **

 

Twilio beats by $0.05, beats on revs; guides Q4 EPS, revs above consensus

• Reports Q3 (Sep) earnings of $0.07 per share, excluding non-recurring items, $0.05 better than the S&P Capital IQ Consensus of $0.02; revenues rose 68.0% year/year to $168.9 mln vs the $151.62 mln S&P Capital IQ Consensus.
• 61,153 Active Customer Accounts as of September 30, 2018, compared to 46,489 Active Customer Accounts as of September 30, 2017.
• Co issues upside guidance for Q4, sees EPS of $0.03-0.04, excluding non-recurring items, vs. $0.02 S&P Capital IQ Consensus; sees Q4 revs of $183-185 mln vs. $160.64 mln S&P Capital IQ Consensus.
• Pending acquiree SendGrid (SEND) also announced earnings:
  • Q3 EPS of $0.05 vs $0.03 S&P Capital IQ Consensus Estimate; revs $37.20 mln vs $36.06 mln S&P Capital IQ Consensus Estimate...Due to the pending transaction with Twilio, Inc., the company is not providing a full-year 2018 outlook.