Twilio (NYSE:TWLO) stock increased on the release of Q4 financial figures.
Revenue was $548.1 million for the fourth quarter of 2020, up 65% year-over-year, including $23 million from Twilio Segment starting on November 2, 2020 (the date of acquisition). Political traffic also contributed $22.7 million to revenue.
GAAP loss from operations of $185.3 million for the fourth quarter of 2020, compared with GAAP loss from operations of $93.8 million for the fourth quarter of 2019.
Non-GAAP income from operations of $12.8 million for the fourth quarter of 2020 compared with non-GAAP loss from operations of $3.0 million for the fourth quarter of 2019.
GAAP net loss per share attributable to common stockholders, basic and diluted, of $1.13 based on 158.4 million weighted average shares outstanding in the fourth quarter of 2020, compared with GAAP net loss per share attributable to common stockholders, basic and diluted, of $0.66 based on 137.7 million weighted average shares outstanding in the fourth quarter of 2019.
Non-GAAP net income per share attributable to common stockholders, diluted, of $0.04 based on 173.1 million non-GAAP weighted average shares outstanding in the fourth quarter of 2020, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $0.04 based on 147.3 million weighted average shares outstanding in the fourth quarter of 2019.
CEO Jeff Lawson said, "Twilio's 65% year-over-year total revenue growth in the fourth quarter continued the strength and momentum we saw throughout an outstanding year of results in which we delivered $1.76 billion in revenue."
TWLO shares popped $41.89, or 10.2%, soon after Thursday’s opening to $453.54.
