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Wednesday, October 30, 2019

Twilio (TWLO) reported earnings on Wed 30 Oct 19 (a/h)

** charts after earnings **

 
 
 
 
 
 
 
 

Twilio beats by $0.02, beats on revs; guides Q4 EPS below consensus, revs below consensus
  • Reports Q3 (Sep) earnings of $0.03 per share, $0.02 better than the S&P Capital IQ Consensus of $0.01; revenues rose 74.6% year/year to $295 mln vs the $287.96 mln S&P Capital IQ Consensus. Base revenue of $275.5 million for the third quarter of 2019, up 79% from the third quarter of 2018 and 7% sequentially from the second quarter of 2019
  • Dollar-Based Net Expansion Rate was 132% for the third quarter of 2019, compared to 145% for the third quarter of 2018
  • Co issues downside guidance for Q4, sees EPS of $0.01-0.02 vs. $0.07 S&P Capital IQ Consensus; sees Q4 revs of $311-314 mln vs. $320.68 mln S&P Capital IQ Consensus.

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