NYSE$TWLO
Twilio Inc A · Q2 2021 earnings
Q2 2021 earnings · · Investor relations
Briefing
Revenue increased by 67% year-over-year, and the dollar-based net expansion rate was 135%.
Twilio reported strong second-quarter results with revenue growth accelerating to a run rate of more than $2.6 billion. Companies are increasingly adopting their platform for personalized customer engagement, driving a generational opportunity for Twilio.
- Second Quarter Revenue of $668.9 million, up 67% Year-Over-Year
- Second Quarter Revenue Dollar-Based Net Expansion Rate of 135%
- More than 240,000 Active Customer Accounts as of June 30, 2021, compared to 200,000 Active Customer Accounts as of June 30, 2020
- Closed the acquisition of Zipwhip
Headline financials
Revenue & EPS history
Twilio · Revenue · Quarterly
$669M
Forward guidance
Twilio is initiating guidance for the third quarter ending September 30, 2021. This guidance includes the revenue contribution from Twilio Segment, but excludes revenue contribution from the recently closed acquisition of Zipwhip.
Tailwinds
- Revenue (millions): $670 - $680
- Y/Y Growth: 50% - 52%
Headwinds
- Non-GAAP loss from operations (millions): ($30) - ($25)
- Non-GAAP loss per share: ($0.17) - ($0.14)
- Non-GAAP basic shares outstanding (millions): 177
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2021
+1.1%
Avg return
Earnings day
+0.9%
Avg return
5 days after
+3.6%
Avg return
30 days after
46%
18 / 39 earnings
Positive
+46.6%
Q1 2020
Best reaction
-36.6%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +23.8% | +29.3% | +28.7% | |
| Q4 2025 | +2.3% | +0.2% | +12.8% | |
| Q3 2025 | +20.4% | +16.4% | +14.9% | |
| Q1 2025 | +2.1% | +5.8% | +20.2% | |
| Q4 2024 | -15.0% | -17.7% | -32.8% | |
| Q3 2024 | +13.1% | +22.7% | +46.6% | |
| Q2 2024 | +6.3% | -0.5% | +6.1% | |
| Q1 2024 | -7.4% | -5.1% | -9.4% | |
| Q4 2023 | -11.8% | -15.5% | -13.9% | |
| Q3 2023 | +1.1% | +5.5% | +27.4% | |
| Q2 2023 | -3.1% | +0.6% | +8.6% | |
| Q1 2023 | -10.8% | -16.4% | +14.9% | |
| Q4 2022 | +21.5% | +17.6% | +5.5% | |
| Q3 2022 | -36.6% | -34.0% | -27.8% | |
| Q2 2022 | -13.1% | -16.8% | -31.4% | |
| Q1 2022 | +3.9% | -10.3% | -9.4% | |
| Q4 2021 | +3.7% | -1.4% | -33.3% | |
| Q3 2021 | -19.5% | -15.1% | -18.0% | |
| Q2 2021 | -5.2% | -6.0% | -8.3% | |
| Q1 2021 | -11.1% | -13.8% | -9.4% | |
| Q4 2020 | +5.3% | -2.9% | -15.5% | |
| Q3 2020 | -6.5% | -8.9% | -0.2% | |
| Q2 2020 | -2.9% | -13.0% | -13.3% | |
| Q1 2020 | +46.6% | +60.1% | +68.7% | |
| Q4 2019 | -10.6% | -4.7% | -22.8% | |
| Q3 2019 | -8.1% | -12.5% | -1.7% | |
| Q2 2019 | -1.5% | -11.1% | -6.8% | |
| Q1 2019 | -5.5% | -3.8% | -6.7% | |
| Q4 2018 | -7.7% | -7.7% | +12.3% | |
| Q3 2018 | +34.0% | +28.5% | +34.0% | |
| Q2 2018 | +21.1% | +25.0% | +31.8% | |
| Q1 2018 | +18.9% | +21.5% | +27.9% | |
| Q4 2017 | +19.1% | +28.3% | +58.1% | |
| Q3 2017 | -8.6% | -7.0% | -12.8% | |
| Q2 2017 | +15.0% | +7.4% | +2.3% | |
| Q1 2017 | -27.3% | -30.3% | -29.8% | |
| Q4 2016 | -1.2% | +0.4% | -1.6% | |
| Q3 2016 | -7.6% | -8.0% | -11.0% | |
| Q2 2016 | +3.7% | +28.4% | +36.5% | |
| Q1 2016 | — | — | — | |
| Q4 2015 | — | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — |
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