Active Customer Accounts

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring costs

Impairment of long-lived assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Twilio

SendGrid is a Denver, Colorado-based customer communication platform for transactional and marketing email. The company was founded by Isaac Saldana, Jose Lopez, and Tim Jenkins in 2009, and incubated through the TechStars accelerator program. As of 2017, SendGrid has raised over $81 million and has offices in Denver, CO, Boulder, CO, Irvine, CA, Redwood City, CA and London.

SendGrid

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

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Earnings data Q4 2022

Earnings data Q1 2023

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Twilio reports robust Q4 performance amidst macro challenges and growth opportunities

Twilio's Q4 performance showcased strength in the Communications business, while investments in data and applications segments continue for future growth.
Challenges from macro headwinds and operating profitability were acknowledged, emphasizing the need for strategic adaptation and efficiency.
Opportunities lie in international expansion, underpenetrated markets, and leveraging partnerships for customer acquisition and growth.
The company's focus on profitability, operational efficiency, and customer satisfaction sets a positive trajectory for future success and shareholder value creation.

Twilio reports strong Q1 earnings amidst industry headwinds and restructuring

Twilio's Q1 2023 performance showcased strong non-GAAP operating profit results and a focus on rebuilding efforts in communications and data applications.
Despite challenges from industry headwinds and revenue declines, the company remains optimistic about opportunities in authentication, customer engagement, and revenue diversification.
Flex's market positioning and partnerships with SIs are strengths, while navigating through macro headwinds and restructuring impacts pose challenges.
The company's focus on optimizing go-to-market strategies and maintaining customer relationships reflects a resilient approach to evolving market dynamics.

Twilio surpasses Q2 targets, focuses on AI innovation and growth

Twilio's Q2 performance exceeded expectations, showcasing growth, efficiency, and profitability across its business units.
The company's strengths lie in AI innovation, partnerships, automation initiatives, and solid financial metrics like record non-GAAP income and free cash flow.
While facing challenges in margin management and revenue trends, Twilio sees opportunities in international markets, automation, and revenue reacceleration for 2024.

Twilio excels in Q3, eyes AI-driven growth and market leadership

Twilio's strong Q3 performance underscores its market leadership in CPaaS, revenue growth, and profitability, with a focus on customer-centric solutions and strategic partnerships.
While facing challenges in leadership transitions and Data & Applications growth, Twilio remains well-positioned for sustained success through innovation and market expansion.
The company's emphasis on AI-driven automation, customer interaction enhancement, and revenue diversification presents significant growth opportunities and competitive advantages.
Overall, Twilio's solid financials, clear strategic direction, and commitment to customer value creation highlight its resilience and potential for continued market dominance.

Twilio surpasses Q4 targets, focuses on profitable growth strategies

Twilio delivered a strong Q4 performance, exceeding revenue and non-GAAP income targets, driven by the Communications business while addressing challenges in the Segment business.
The company aims for profitable growth, focusing on reducing expenses, improving sales execution, and leveraging its cash position for strategic opportunities.
Twilio's focus on customer engagement through communications, data, and AI positions it as a leader in the industry, with opportunities to drive further growth and innovation.
Despite facing challenges with expenses and operational performance, Twilio's strategic review and focus on profitability signal a commitment to sustainable growth and shareholder value.

Twilio exceeds Q1 revenue, focuses on innovation and profitability

Twilio's strong Q1 performance, focus on innovation and profitability, and strategic investments position it well for future growth. Challenges include external factors like crypto headwinds and international demand softness. Opportunities lie in leveraging AI, expanding globally, and enhancing operational efficiency.

Twilio reports record Q2 revenue and eyes sustained growth

Twilio's Q2 performance reflects financial strength and growth momentum, driven by record revenue and strong cash generation.
While facing challenges in certain segments, Twilio's focus on innovation, partnerships, and customer engagement presents opportunities for future expansion.
Maintaining cost discipline and aligning cash flow with operations will be key for Twilio to sustain its growth trajectory and capitalize on market opportunities.

Twilio surpasses Q3 targets, eyes AI growth and margin expansion

Twilio's Q3 performance exceeded expectations with strong revenue and income growth.
The focus on AI, machine learning, and margin expansion showcases strategic strengths.
Challenges include stagnant segment revenue and meeting increased cash flow targets.
Opportunities lie in innovation, market expansion, and leveraging success stories for growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Twilio's growth rates have declined after experiencing massive growth due to Covid-related demand. The company expects generative AI to drive its next growth cycle in 2025, but the market is skeptical. The stock trades below 2x EV/S targets despite forecasts for revenue growth returning to 15%+ rates.

Twilio: Market Doesn't Believe

NVIDIA

UiPath

Nvidia Corporation is roundly considered the premier blue-chip AI bet on the global equities markets, but renowned tech investor Cathie Wood is going against the grain by putting her microchips in two other US tech firms. Wood, who runs tech-focused investment firm Ark Invest, told Bloomberg that Nvidia is “easy, but it's also really expensive and very obvious”.

Cathie Wood gives Nvidia the cold shoulder, citing better AI bets on the market

Twilio's stock hasn't made sustained progress since my late May update. However, its worst is likely over. Gartner recognized Twilio as a Leader in the CPaaS Magic Quadrant, corroborating its market leadership. Twilio's usage-based pricing and generative AI capabilities are expected to benefit its monetization and boost its growth potential.

Twilio: Market Pessimism Is Exactly Why Buyers Should Load Up Now

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Twilio has been positioned by Gartner® as a Leader in the Magic Quadrant™ for CPaaS, for its CPaaS offering1. The evaluation was based on specific criteria that analyzed the company's overall completeness of vision and ability to execute. Gartner shares in the report, “CPaaS providers offer cloud-based platfor.

Twilio recognized as a Leader in 2023 Magic Quadrant for CPaaS

Hutchison China MediTech Ltd.

iRobot

Though artificial intelligence and machine learning have gotten their fair share of hype this year, not all of these companies are positioned to outperform in 2023. This has led to the rise of machine learning stocks to avoid.

Beware! 3 Machine Learning Stocks Waving Massive Red Flags Right Now

Okta

In the rapidly evolving world of tech stocks, it's easy to get overwhelmed by the sheer amount of choices available to the discerning investor. But if you're seeking moneymaking returns and have an appetite for potential disruptors, let's embark on a journey across three prominent names in the tech world.

3 AI Stocks to Grab Now for a Lucrative Future

It has been a rough 24 or so months for Twilio. The degree to which it has been rough has been a byproduct of two key variables: the fastest interest rate hiking cycle in American history alongside poor execution. Generally speaking, arguably the most attractive investment setup is one in which a very high quality business experiences a set of temporary setbacks.

Twilio: Growth Acceleration Likely To Come

Twilio's earnings are increasing at a nice pace, and the company seems set to sustain its momentum. The company's share of the cloud-based contact center market means it is on track to enjoy secular growth.

With a Potential Bull Market Ahead, Here's 1 Bargain Cathie Wood Stock to Buy

Twilio Inc. (NYSE:TWLO ) Goldman Sachs Communacopia & Technology Conference Call September 7, 2023 1:50 PM ET Company Participants Jeff Lawson - Co-Founder, Chief Executive Officer and Board Chair Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc. Kasthuri Rangan First of all, how amazing is this conference? Have you guys been day one, day two, day three is the best.

Twilio Inc. (TWLO) Goldman Sachs Communacopia & Technology Conference (Transcript)

Twilio (TWLO) reported earnings 30 days ago. What's next for the stock?

Twilio (TWLO) Up 10.7% Since Last Earnings Report: Can It Continue?

Charter Communications

Ciena

Communications stocks are arguably more important than ever. Whether it is broadband internet, text messages, telephone calls or voice mail, communications dominate our daily lives more than at anytime in human history.

The 3 Best Communication Stocks to Buy Now: September 2023

Twilio enjoyed years of double-digit revenue growth, but that growth has slowed dramatically. Twilio now reports on two divisions -- core communications products and services designed to deepen customer relationships.

Is Twilio Stock a Buy?

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Jeff Lawson, Co-Founder and CEO, will participate in a fireside chat at the Goldman Sachs Communacopia & Technology Conference on Thursday, September 7, 2023 at 1:50 p.m. (ET) / 10:50 a.m. (PT). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com. Disclosur.

Twilio Executive to Participate in Upcoming Investor Event

DraftKings

Shopify

Tesla

With growth leading a market rally, several stocks owned by Cathie Wood's ARK Invest are in or near entries, including Tesla and Shopify.

Four Cathie Wood Stocks Near Buy Points

Twilio has worked with activist investor Legion Partners to identify areas for operational improvement. Following two divestitures and a new AI product release, Twilio has its hands full as it tries to win back investor enthusiasm.

Is This Cathie Wood Growth Stock Flying Under the Radar?

Ark thinks tech giants Apple, Alphabet, and Nvidia face two key risks. It believes that some smaller "sleeper" AI stocks could have greater prospects.

Cathie Wood's Ark Invest Thinks Apple, Alphabet, and Nvidia Are Risky. Here Are 2 Artificial Intelligence (AI) Stocks That Could Be Better.

Twilio showed some progress stabilizing its business in Q2. The company is looking towards some new AI tools to help kickstart growth. The stock remains cheap, especially as the company has done a nice job of becoming profitable.

Twilio: Turnaround Efforts Continue As Company Launches AI Tools

Twilio focuses on combining communication APIs with customer data management, offering specialized services with an AI flair. Notable features of Twilio's offerings include CustomerAI Predictions, Voice Intelligence, Generative AI Tools, and Virtual Agent with Google Dialogflow CX. Twilio's Valuation makes it an interesting option for those contemplating adding AI exposure to their portfolios.

Decoding Twilio: AI-Driven Communication Tools At An Interesting Valuation

Twilio is a $11 billion market cap firm that offers software and communication solutions. Twilio Communications generated $913 million in revenue, while Twilio Data & Applications generated $125 million in revenue. The company's topline growth rate keeps shrinking. I'm concerned about sustainability of future business expansion due to the declining net expansion rate.

Twilio's Business Is Simply Growing Too Slow

The customer data platform provides a central place to collect first party information about customers, but simply having a pile of data is not the point. Companies want to put it to work to improve customer experience and more precisely target certain groups, based on this information they have stockpiled.

Twilio Segment teams with Amazon SageMaker on new customer predictions product

SAN FRANCISCO--(BUSINESS WIRE)--Today at SIGNAL 2023, Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, announced CustomerAI1 solutions that will unlock the power of artificial intelligence (AI) for hundreds of thousands of businesses. New predictive and generative AI tools, along with CDP innovations that underpin powerful AI use cases, are among the launches. "The tectonic shift in technology that we've seen this.

Twilio CustomerAI Fuels Next Generation Customer Relationships and Competitive Advantage for Businesses Worldwide

New Twilio CustomerAI capabilities use voice intelligence, predictive analytics and generative journeys to help build marketing campaigns.

Twilio expands CustomerAI capabilities with generative and predictive AI

Twilio's business has seen a slowdown due to its pricing model. Twilio has significant stock-based compensation expenses.

Is Twilio Stock a Buy After It Crushed Expectations?

Twilio's contact center could revolutionize an industry. Its revenue continues to grow, but net losses remain significant.

This Cathie Wood AI Stock Has Struggled Lately -- Time to Buy the Dip?

Roku

Toast

Twilio, Toast, and Roku are three Ark Invest holdings that could beat the market from here. Twilio has seen its revenue growth slow for eight consecutive quarters, but strong profitability and an AI twist can help it bounce back.

News for Twilio Stock (TWLO)