NYSE$TWLO
Twilio Inc A · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Second quarter revenue increased, driven by growth in active customer accounts and dollar-based net expansion rate, but GAAP loss from operations widened.
Twilio announced strong second-quarter results with revenue of $943.4 million, a 41% year-over-year increase. The company's active customer accounts reached over 275,000, and the dollar-based net expansion rate was 123%. However, the GAAP loss from operations increased to $311.9 million.
- Revenue reached $943.4 million, up 41% year-over-year.
- Organic revenue grew 33% year-over-year.
- GAAP loss from operations was $311.9 million.
- Dollar-Based Net Expansion Rate was 123%.
Headline financials
Revenue & EPS history
Twilio · Revenue · Quarterly
$943M
Forward guidance
Twilio is initiating guidance for the third quarter ending September 30, 2022, with revenue expected to be between $965 million and $975 million, representing a year-over-year growth of 30% to 32%.
Tailwinds
- Revenue (millions): $965 - $975
- Y/Y Growth: 30% - 32%
- Organic Y/Y Growth : 29% - 30%
Headwinds
- Non-GAAP loss from operations (millions): ($70) - ($60)
- Non-GAAP loss per share: ($0.43) - ($0.37)
- Non-GAAP basic shares outstanding (millions): 183
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 2022
+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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