Twilio(TWLO) - 2023 Q2 - Earnings Call Presentation

Financial Performance - Total revenue for Q2 2023 was $1038 million, a 10% year-over-year increase[7] - Organic revenue for Q2 2023 was $1032 million, also representing a 10% year-over-year growth[7] - Non-GAAP income from operations for Q2 2023 reached $120 million, resulting in a non-GAAP operating margin of 12%[7] - Communications revenue for Q2 2023 was $913 million, a 10% year-over-year increase[9] - Data & Applications revenue for Q2 2023 was $125 million, reflecting a 12% year-over-year growth[12] - The company is guiding for Q3 2023 total revenue between $980 million and $990 million, representing a 0% to 1% reported and 3% to 4% organic year-over-year increase[15] Customer Metrics - The company had over 304,000 active customer accounts in Q2 2023[7] - The dollar-based net expansion rate was 103% for Q2 2023[7] - Communications segment had over 289,000 active customer accounts[9] - Data & Applications segment had over 27,000 active customer accounts[12] Guidance - The company has revised its full-year 2023 non-GAAP income from operations guidance upwards to a range of $350 million to $400 million[16]