Wednesday, Feb 17th 2021

Twilio surges +12% on blowout earnings


On Wednesday after hours, cloud communications platform Twilio surged +12% after reporting blowout Q4 results.

The company breezed past expectations on both top and bottom lines, reporting an operating profit in the face of loss expectations as well as a +21% beat on sales.

Despite already being at a multibillion dollar scale, Twilio's Q4 revenue actually implied an acceleration to +65% year-over-year growth, up from last quarter's already impressive +52% clip.

While we believe some of this was partially driven by the recent acquisition of Segment and political cycle-driven uplifts, this result was still impressive and backed by expansion in existing customer spending (or "DBNER").

We believe this DBNER metric is one of the most important for Twilio and is a key signpost of the value it's able to deliver to its customers via its product.

At 139% in Q4, Twilio's DBNER has expanded for the third consecutive quarter, pointing to a product that remains as critical as ever in its customers' workflows.

Overall, we were pleased with Twilio's Q4 results and look forward to seeing the company continue to execute on its playbook and realize product synergies from its Segment acquisition.

As of this writing, TWLO was a portfolio holding of Titan. This security may cease to be a portfolio holding at some point in the future.
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