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Twilio | 10-Q: Q2 2024 Earnings Report

Twilio | 10-Q: Q2 2024 Earnings Report

Twilio | 10-Q：2024財年二季報
美股SEC公告 ·  2024/08/02 04:13

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Twilio reported Q2 2024 revenue of $1.08 billion, up 4% year-over-year, with Communications revenue growing 4% to $1.01 billion and Segment revenue increasing 3% to $75.2 million. The company's net loss significantly narrowed to $31.9 million from $166.2 million in Q2 2023. Gross margin improved to 51% from 49% last year, while operating expenses decreased 11% to $574.9 million.The company continued its operational efficiency initiatives, repurchasing 15.2 million shares for $898.6 million during the quarter. Dollar-Based Net Expansion Rate was 102%, reflecting stable customer growth. Active Customer Accounts grew to 316,000, up from 304,000 in the prior year period. The company maintained strong liquidity with $755.1 million in cash and $2.4 billion in marketable securities.Looking ahead, Twilio is targeting break-even non-GAAP income from operations for its Segment business by Q2 2025 and accelerated its timeline to achieve GAAP operating profitability on a consolidated basis to Q4 2025. The company continues to focus on improving operating efficiency while investing in strategic growth areas including AI capabilities and customer engagement platform development.
Twilio reported Q2 2024 revenue of $1.08 billion, up 4% year-over-year, with Communications revenue growing 4% to $1.01 billion and Segment revenue increasing 3% to $75.2 million. The company's net loss significantly narrowed to $31.9 million from $166.2 million in Q2 2023. Gross margin improved to 51% from 49% last year, while operating expenses decreased 11% to $574.9 million.The company continued its operational efficiency initiatives, repurchasing 15.2 million shares for $898.6 million during the quarter. Dollar-Based Net Expansion Rate was 102%, reflecting stable customer growth. Active Customer Accounts grew to 316,000, up from 304,000 in the prior year period. The company maintained strong liquidity with $755.1 million in cash and $2.4 billion in marketable securities.Looking ahead, Twilio is targeting break-even non-GAAP income from operations for its Segment business by Q2 2025 and accelerated its timeline to achieve GAAP operating profitability on a consolidated basis to Q4 2025. The company continues to focus on improving operating efficiency while investing in strategic growth areas including AI capabilities and customer engagement platform development.
Twilio報告2024年第二季度營業收入爲10.8億美金，同比增長4%，其中通信營業收入增長4%至10.1億美金，Segment營業收入增加3%至7520萬美金。公司的淨虧損大幅收窄至3190萬美金，較2023年第二季度的16620萬美金有所改善。毛利率從去年的49%改善至51%，而營業費用則下降11%，至57490萬美金。該公司繼續推進運營效率計劃，在本季度回購了1520萬股，耗資達89860萬美金。基於美元的淨擴張率爲102%，反映出客戶的穩定增長。活躍客戶賬號增長至316,000，比上一年同期的304,000有所增加。公司維持強勁的流動性，擁有75510萬美金的現金和24億美金的可流動...展開全部
Twilio報告2024年第二季度營業收入爲10.8億美金，同比增長4%，其中通信營業收入增長4%至10.1億美金，Segment營業收入增加3%至7520萬美金。公司的淨虧損大幅收窄至3190萬美金，較2023年第二季度的16620萬美金有所改善。毛利率從去年的49%改善至51%，而營業費用則下降11%，至57490萬美金。該公司繼續推進運營效率計劃，在本季度回購了1520萬股，耗資達89860萬美金。基於美元的淨擴張率爲102%，反映出客戶的穩定增長。活躍客戶賬號增長至316,000，比上一年同期的304,000有所增加。公司維持強勁的流動性，擁有75510萬美金的現金和24億美金的可流動證券。展望未來，Twilio計劃到2025年第二季度實現其Segment業務的非GAAP運營收入持平，並將實現合併基礎上GAAP營業盈利的時間表提前至2025年第四季度。該公司將繼續關注提高運營效率，同時投資於包括人工智能能力和客戶參與平台開發等戰略增長領域。

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