Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million from Zipwhip. Organic revenue grew 35% YoY. The loss from operations increased by 10.4% YoY, from $197.3m to $217.8m. Loss per share came in at $1.23 on 180.9m shares, from $1.24 on 167.2m shares. Active ...