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Twilio | 10-Q: Q3 2024 Earnings Report

Twilio | 10-Q: Q3 2024 Earnings Report

Twilio | 10-Q：2024財年三季報
美股SEC公告 ·  2024/11/01 04:37

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Twilio reported strong financial results for Q3 2024, with revenue increasing 10% year-over-year to $1.13 billion, driven by 10% growth in Communications revenue to $1.06 billion. Net loss significantly improved to $9.7 million from $141.7 million in Q3 2023. Gross margin expanded to 51% from 50% last year, while operating expenses decreased 7% to $583.5 million.The company continued to demonstrate operational efficiency with non-GAAP operating income of $182.4 million, up from $136.4 million last year. Dollar-Based Net Expansion Rate was 105%, reflecting increased product adoption by existing customers. The company maintained strong liquidity with $584 million in cash and $2.1 billion in marketable securities as of quarter-end.Under its share repurchase programs, Twilio repurchased 10.6 million shares for $633 million during Q3, with approximately $412 million remaining available for future repurchases. The company is targeting break-even non-GAAP income from operations for its Segment business by Q2 2025 and expects the wind-down of Zipwhip's software component to impact Q4 2024 revenue growth rates.
Twilio reported strong financial results for Q3 2024, with revenue increasing 10% year-over-year to $1.13 billion, driven by 10% growth in Communications revenue to $1.06 billion. Net loss significantly improved to $9.7 million from $141.7 million in Q3 2023. Gross margin expanded to 51% from 50% last year, while operating expenses decreased 7% to $583.5 million.The company continued to demonstrate operational efficiency with non-GAAP operating income of $182.4 million, up from $136.4 million last year. Dollar-Based Net Expansion Rate was 105%, reflecting increased product adoption by existing customers. The company maintained strong liquidity with $584 million in cash and $2.1 billion in marketable securities as of quarter-end.Under its share repurchase programs, Twilio repurchased 10.6 million shares for $633 million during Q3, with approximately $412 million remaining available for future repurchases. The company is targeting break-even non-GAAP income from operations for its Segment business by Q2 2025 and expects the wind-down of Zipwhip's software component to impact Q4 2024 revenue growth rates.
Twilio在2024年第三季度報告了強勁的財務業績，營業收入同比增長10%至$11.3億，通信營業收入增長10%至$10.6億。淨虧損顯著改善至$970萬，相比2023年第三季度的$14170萬。毛利率從去年的50%擴大至51%，同時營業費用減少7%至$58350萬。該公司繼續展示運營效率，非GAAP營業收入從去年的$13640萬上升至$18240萬。基於美元的淨擴展率爲105%，反映出現有客戶對產品的採用增加。截止季度末，公司保持了強勁的流動性，現金爲$58400萬，市場可交易證券爲$21億。在其股票回購計劃下，Twilio在第三季度回購了1060萬股，花費$63300萬，預計還有約$41200萬可用於未來的回購。該公司目標是到2025年第二季度，其Segment業務非GAAP運營收入實現盈虧平衡，並預計Zipwhip的軟體組件的停用將影響2024年第四季度的營業收入增長率。
Twilio在2024年第三季度報告了強勁的財務業績，營業收入同比增長10%至$11.3億，通信營業收入增長10%至$10.6億。淨虧損顯著改善至$970萬，相比2023年第三季度的$14170萬。毛利率從去年的50%擴大至51%，同時營業費用減少7%至$58350萬。該公司繼續展示運營效率，非GAAP營業收入從去年的$13640萬上升至$18240萬。基於美元的淨擴展率爲105%，反映出現有客戶對產品的採用增加。截止季度末，公司保持了強勁的流動性，現金爲$58400萬，市場可交易證券爲$21億。在其股票回購計劃下，Twilio在第三季度回購了1060萬股，花費$63300萬，預計還有約$41200萬可用於未來的回購。該公司目標是到2025年第二季度，其Segment業務非GAAP運營收入實現盈虧平衡，並預計Zipwhip的軟體組件的停用將影響2024年第四季度的營業收入增長率。
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