Financial Data and Key Metrics - Revenue for Q3 2024 was $1.134 billion, up 10% year-over-year [6] - Non-GAAP income from operations was $182 million, up 34% year-over-year [6] - Free cash flow for the quarter was $189 million, with $775 million generated over the last 12 months [6][40] - Dollar-based net expansion rate was 105%, the best performance since Q1 2023 [32] - Non-GAAP gross profit was $600 million, up 9% year-over-year, with a gross margin of 52.9% [33] Business Line Performance - Twilio Communications revenue was $1.06 billion, up 10% year-over-year, driven by strength in messaging and email [13][29] - Segment revenue was $73 million, flat year-over-year, with improvements in win rates and reduced churn [21] - AI and machine learning integration in products like Verify and SMS Pumping Protection drove growth [14][30] Market Performance - U.S. market continued to show strength, while international volumes and revenue trends improved for the second straight quarter [69] - Political traffic contributed 90 basis points to revenue growth in Q3 but is expected to be immaterial in Q4 [31][66] Company Strategy and Industry Competition - The company is focused on integrating AI and machine learning across its platform to drive personalization and automation [7][8] - Twilio differentiates itself by combining communications with contextual data, enabling deeper customer engagement [10] - The company is well-positioned to capitalize on the AI-driven CPaaS market due to its unique data integration capabilities [9][10] Management Commentary on Operating Environment and Future Outlook - Management highlighted the importance of AI and contextual data in driving future growth and customer engagement [7][10] - The company expects full-year 2025 revenue growth in the range of 7% to 8%, assuming a neutral macro environment [45] - Twilio aims to achieve GAAP operating profitability by 2025 and continues to focus on margin expansion and free cash flow growth [39][45] Other Important Information - The company repurchased over $2.7 billion of shares under its $3 billion share repurchase program, with plans to complete the remaining balance by year-end [41] - Segment infrastructure migration is expected to be completed in Q4, leading to improved gross margins [35] Q&A Session Summary OpenAI Partnership - The partnership with OpenAI is initially focused on voice-based applications but is expected to expand across all channels over time [51] - Revenue impact from AI integrations is not expected to materialize significantly in the near term [51] ISV Channel Growth - The ISV channel is growing faster than the consolidated revenue base and carries higher gross margins [55] - The company has not disclosed the exact contribution of ISVs to overall revenue [55] RCS Adoption - RCS adoption is expected to grow, particularly in industries like airlines, but is not anticipated to significantly impact overall revenue or margins [56][77] Self-Service Journey - The company continues to improve its self-service platform, focusing on reducing friction for developers while maintaining trust and compliance [59][60] Free Cash Flow and Margin Expansion - Free cash flow is expected to track closely with non-GAAP operating income over time, with some variability due to prepayments [64] - Margin expansion is expected to continue, driven by segment breakeven, automation, and workforce optimization [72] 2025 Revenue Guidance - The preliminary 2025 revenue growth guidance of 7% to 8% is based on stabilization in the communications business and progress in segment operations [45][76] AI and Contextual Data - The company sees significant potential in combining AI with contextual data to drive personalized customer interactions across all products [87][88] Flex and AI Integration - Flex performance is strong, with AI integration expected to enhance customer outcomes, particularly in contact center applications [95]

For the quarter ended September 2024, Twilio (TWLO) reported revenue of $1.13 billion, up 9.7% over the same period last year. EPS came in at $1.02, compared to $0.58 in the year-ago quarter. The reported revenue represents a surprise of +3.93% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.87, the EPS surprise was +17.24%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Twilio (TWLO) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 17.24%. A quarter ago, it was expected that this company would post earnings of $0.71 per share when it actually produced earnings of $0.87, delivering a surprise of 22.54%. Over the last four quarters, the company has surp ...

Exhibit 99.1 Twilio Announces Third Quarter 2024 Results • Revenue of $1.134 billion, up 10% year-over-year • GAAP Loss from Operations of $5 million, a $104 million improvement year-over-year • Non-GAAP Income from Operations of $182 million; raised full year guidance to $700 to $710 million SAN FRANCISCO--(BUSINESS WIRE)--October 30, 2024--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its thi ...

Twilio (TWLO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find ...

Twilio Inc. (TWLO) is scheduled to report third-quarter 2024 earnings after market close on Oct. 30, 2024. For the third quarter, the company anticipates revenues between $1.085 billion and $1.095 billion. The Zacks Consensus Estimate for revenues is pinned at $1.09 billion, indicating an improvement of 5.52% from the yearago quarter's revenues of $1.03 billion. Twilio anticipates non-GAAP earnings per share between 81 cents and 86 cents. The consensus mark for thirdquarter earnings has remained unchanged a ...

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The latest trading session saw Twilio (TWLO) ending at $70.85, denoting a +0.91% adjustment from its last day's close. The stock outpaced the S&P 500's daily gain of 0.4%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq increased by 0.63%. The company's stock has climbed by 12.1% in the past month, exceeding the Computer and Technology sector's gain of 4.88% and the S&P 500's gain of 3.76%. The investment community will be closely monitoring the performance of Twilio ...