NYSE$TWLO
Twilio Inc A · Q2 2024 earnings
Q2 2024 earnings · · Investor relations
Briefing
Reported a record quarter with increased rigor and discipline, marked by revenue growth and non-GAAP income from operations.
Twilio reported Q2 2024 results with a 4% increase in revenue to $1.08 billion and a GAAP loss from operations of $19 million, a $123 million improvement year-over-year. Non-GAAP income from operations was $175 million. The company raised its full-year guidance for non-GAAP income from operations to $650 to $675 million.
- Total revenue reached $1.08 billion, a 4% increase year-over-year.
- GAAP loss from operations improved to $19.0 million, compared to a $141.8 million loss in Q2 2023.
- Non-GAAP income from operations increased to $175.3 million, compared to $120.1 million in Q2 2023.
- Active Customer Accounts exceeded 316,000 as of June 30, 2024, compared to over 304,000 as of June 30, 2023.
Headline financials
Revenue & EPS history
Twilio · Revenue · Quarterly
$1.08B
Forward guidance
Twilio is initiating guidance for the third quarter ending September 30, 2024, and raising its non-GAAP income from operations range for fiscal year 2024 to $650 - $675 million.
Tailwinds
- Revenue for Q3 2024 is expected to be between $1.085 billion and $1.095 billion.
- Year-over-year revenue growth and organic revenue growth for Q3 2024 are projected to be 5% - 6%.
- Non-GAAP income from operations for Q3 2024 is guided to be $160 - $170 million.
- Non-GAAP diluted earnings per share for Q3 2024 are expected to be $0.81 - $0.86.
- Full year 2024 organic revenue growth is narrowed to 6% - 7%.
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 2024
+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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