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Compared to Estimates, Twilio (TWLO) Q3 Earnings: A Look at Key Metrics

The headline numbers for Twilio (TWLO) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. Read More...

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 expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock’s price performance.

Here is how Twilio performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Dollar-Based Net Expansion Rate: 105% versus the two-analyst average estimate of 102%.

  • Number of Active Customer: 320,000 versus the two-analyst average estimate of 318,050.

  • Revenue- Segment: $73.40 million versus $75.79 million estimated by five analysts on average.

  • Revenue- Communications: $1.06 billion compared to the $1.01 billion average estimate based on five analysts.

View all Key Company Metrics for Twilio here>>>

Shares of Twilio have returned +11.9% over the past month versus the Zacks S&P 500 composite’s +1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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