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 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

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

Investors are buying Twilio stock despite the company's forecast of a big slowdown in its growth in the near term. Twilio commands a solid share in a market that's expected to grow nicely over the long run.

Where Will Twilio Be in 5 Years?

Tesla

Cathie Wood is a popular investment manager who is attracted to innovative growth companies.

Best Cathie Wood Stock to Own: Tesla vs. Twilio

Coinbase

Funds associated with ARK Investment have been offloading shares of Tesla Inc. and Coinbase Global Inc. lately, and they continued that pattern Tuesday.

Cathie Wood's ARK funds shed more Tesla and Coinbase shares, continue Twilio buying spree

Cloudflare

Invesco QQQ

Shopify

Workday

The unprecedented COVID-19 correction of 2020 forced investors to "throw out the baby with the bath water." Quality software stocks are a beneficiary.

Exploit Market Inefficiencies, Buy Software

Upstart Holdings

Upstart's loan volume has plummeted in just a year. Twilio's stock is valued at absurdly low levels.

2 Stocks Down 85% With Massive Upside

MongoDB

StoneCo

The bear market of 2022 thrashed investors and hit the technology sector especially hard. Many of the high-flyers from the year prior were the ones that got hit the worst.

3 Top-Ranked Technology Stocks Investors Can Buy Now

Verisk Analytics

Parnassus Investments is comprised of a collection of funds covering a variety of areas from the value (via the Endeavour Fund) to the Growth Fund and many more. The overall investment business was founded by Jerome Dodson (Trades, Portfolio) in 1984.

Parnassus Fund Loads Up 2 Stocks With Big Data Tailwinds

AWS isn't a competitor -- it's one of Twilio's largest partners. Twilio has expanded through nearly a dozen acquisitions since its IPO.

3 Things About Twilio That Smart Investors Know

Twilio stock has been on a wild ride over the past several years. Some of the company's growth metrics are slowing, and it remains unprofitable.

5 Things to Know About Twilio Stock

Alector Inc

Asana

Okta

Teladoc

Unity Software

Artificial intelligence technology is transforming many industries and creating new opportunities for businesses and consumers. But as an investor, how can you benefit from this powerful technology?

7 Stocks That AI Says Will Make You a Millionaire by 2025

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 its second quarter 2023 results will be released on Tuesday, August 8, 2023, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Tuesday, August 8, 2023, to discuss its results with the investment community. Investors and analysts should register for the call in advance.

Twilio to Announce Second Quarter 2023 Results on August 8, 2023

SentinelOne

SentinelOne's AI-powered cybersecurity platform is growing like gangbusters. Twilio will benefit from an increasing need for integrated text messages and voice calls in mobile apps.

Better Growth Stock: SentinelOne vs. Twilio

Twilio stock has tumbled from its all-time high, but the company is now taking profitability seriously. Cloudflare is seeing growth slow, but its long-term growth opportunity is enormous.

2 Growth Stocks Gearing Up for a Comeback

Microsoft

Zscaler

Microsoft, Twilio, and Zscaler are among the companies that could deliver AI success to stave off a potential downturn in technology stocks.

Big Tech Is Running Out of Steam. These 3 AI Stocks Merit a Look.

CrowdStrike

Palantir Technologies

Investors are increasingly using artificial intelligence (AI) tech stock predictions to navigate the complex tech industry. This article shines a light on the hidden gems with immense potential for savvy investors.

3 Tech Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2029

Fastly

Infinera

Telecom has been a booming industry for as long as some of us have been alive. From the dot-com boom and bust to the FAANG companies and Cloud Czars, fortunes have been made by letting people interact with each other more easily.

3 Millionaire-Maker Next-Gen Telecom Stocks to Buy and Hold Forever

Twilio is making big moves into generative AI technology.

Twilio Stock Is Down Over 85% -- Could Its AI Ambitions Make It a Buy?

Twilio stock has delivered nice gains in 2023, but it is still trading at an attractive valuation. Twilio is expected to deliver handsome earnings growth thanks to the fast-growing contact center market and the deployment of AI in this space.

1 Cathie Wood Stock Crushing the Market That's a Screaming Bargain Right Now

SAN FRANCISCO & NEW YORK--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, and Frame AI, the next-generation AI-driven platform for Customer Intelligence, today announced a partnership to leverage AI to enhance customer engagement delivered within Twilio Flex. With the help of Frame AI's platform, Twilio Flex (the cloud-based digital engagement solution for personalized interactions across con.

Twilio and Frame AI Announce Partnership to Uplevel Contact Center Experiences with AI

CRISPR Therapeutics

Etsy

aTyr Pharma

Olaplex Holdings

Block

This year's rally has seen many growth stocks deliver triple-digit returns, especially ones from the AI sector. Investors are willing to take more risks in 2023, and growth names have strongly trended upwards.

7 Growth Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2023

Twilio is positioned for double-digit growth in the UC&C sector, benefiting from increasing demand for hybrid-work solutions and cloud-based contact centers. The UC&C market is expected to expand from $71.26 billion in 2023 to approximately $222.61 billion by 2030, growing at a CAGR of 17.7%. I have a buy rating on TWLO stock with an end-of-year price target of $80.

Twilio: Driving Digital Customer Engagement On A Global Scale

Twilio's business will have a rough 2023. Revenue growth should return in 2024.

Twilio's Stock Is Experiencing a Rally. Time to Buy?

Twilio remains one of the more beaten down tech names even after a recent rally. The company has seen revenue growth almost completely disappear amidst a tough macro environment. Management has sought to offset the disappointing top-line growth with strong improvements in margin expansion.

Twilio: Still Cheap Even After Activist-Driven Rally

Zoom Video

Cathie Wood bought shares of Twilio, Teladoc, and Zoom on Tuesday. Twilio rose on activist news recently, but revenue is on track to decelerate sharply for the eighth quarter in a row.

Cathie Wood Parties Like It's 2021: 3 Stocks She Just Bought

Twilio NYSE: TWLO has become a forgotten name since coming off about 84% from its pandemic highs, set in February 2021. The communication technology company was a favorite amongst growth players.

News for Twilio Stock (TWLO)