Twilio Q4 EPS Jumps 7.3% to $1.33; Revenue Rises 15% to $1.37B
Twilio reported Q4 adjusted EPS of $1.33, beating the $1.24 consensus estimate by 7.3% and rising from $1.00 a year ago. The company generated $1.37 billion in revenue, a 15% year-over-year increase that topped forecasts by 3.7%.
1. Q4 Financial Results
Twilio posted adjusted EPS of $1.33 for Q4, beating the $1.24 consensus by 7.3% and up from $1.00 a year earlier, while delivering $1.37 billion in revenue, 15% higher year-over-year and 3.7% above forecasts.
2. Multi-Quarter Outperformance and Share Performance
The company has exceeded consensus EPS and revenue estimates in each of the last four quarters, yet its shares have declined 22.4% since the start of the year compared to a 1.4% gain for the S&P 500.
3. Outlook and Analyst Sentiment
Analysts currently expect Q1 EPS of $1.22 on $1.27 billion in revenue and full-year EPS of $5.43 on $5.41 billion, contributing to a Zacks Rank of #4 (Sell) and reflecting industry headwinds in the bottom 44% of ranked software sectors.