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

Amazon

Hedge fund managers Arne Alsin and Karthik Sarma crushed the S&P 500 over the last three years. Alsin increased his stake in Amazon by 43% during Q1, and it now ranks as his third-largest holding.

2 Growth Stocks Brilliant Money Managers Are Buying Hand Over Fist

Twilio Inc. (NYSE:TWLO ) J.P. Morgan 51st Annual Global Technology, Media and Communications Conference May 22, 2023 10:00 AM ET Company Participants Jeff Lawson - Co-Founder, CEO & Board Chair Conference Call Participants Mark Murphy - JPMorgan Mark Murphy Okay, good morning, everyone.

Twilio Inc. (TWLO) Presents at J.P. Morgan 51st Annual Global Technology, Media and Communications Conference (Transcript)

PayPal

PayPal's efficiency plans are having a significant effect on its earnings metrics. Twilio's growth is slowing down, but it's rapidly approaching impressive profitability.

2 Bargain Stocks Down 80% to Buy Right Now

Unprofitable tech companies often tout heavily adjusted profitability metrics. Twilio is taking a more honest approach, targeting GAAP profitability and treating stock-based compensation as a real expense.

1 Thing to Love About Twilio Stock

Twilio put in a respectable quarter to kick off 2023, but the path forward is going to remain bumpy. It is forecasting a gradual path to robust profitability through 2027, all the while anticipating a return to double-digit-percentage revenue growth.

Twilio Stock Sinks Again: Is There Any Value Left in These Shares?

Camping World Hlds

SAN FRANCISCO & LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, and Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), America's Recreation Dealer, today announced Camping World reaches customers using tools from across Twilio's Customer Engagement Platform. Twilio Engage, SMS, Voice and Segment's Customer Data Platform (CDP) are powering the brand's personalized.

Camping World selects Twilio's Customer Engagement Platform

Twilio reported its latest quarterly financial results, which have huge implications for investors.

Should Investors Buy Twilio Stock Right Now?

Airbnb

LanzaTech Global Inc

MCBC Hlds

Carrols Restaurant Group

U.S. stocks closed slightly lower on Friday, with the Dow and S&P 500 recording losses for a second straight week.

This Analyst With 90% Accuracy Rate Sees Around 134% Upside In LanzaTech Global - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

Management guided for a meaningful slowdown in its top-line growth in Q2. Twilio's net loss exceeded $1 billion over the last 12 reported months.

Down 50% in 12 Months and Twilio Stock May Still Be Overvalued

There's been a failure to meet expectations in the short term.

Is Twilio Stock a Buy Right Now?

Cloudflare

Visa

In the world of investing, the allure of hyper-growth stocks is undeniable. These stocks can potentially deliver exponential returns and are a game-changer for astute investors.

3 Hyper-Growth Stocks That Are Still Under the Radar

Twilio stock investors brace as the company grapples with a new operating model and the disruptive wave of generative AI.

Is This an Overreaction to Twilio's Earnings?

Icahn Enterprises

RingCentral

Upstart Holdings

Topgolf Callaway Brands Corp

Upstart stock surges after an upbeat outlook and progress on funding, Topgolf offers disappointing guidance, and RingCentral delivers an earnings beat.

These Stocks Are Moving the Most Today: Upstart, Topgolf, RingCentral, Icahn Enterprises, Twilio, and More

Twilio continues to struggle in the current macroeconomic environment. While layoffs have helped the bottom line, revenue growth has slowed dramatically.

Why Twilio Stock Tumbled Today

Twilio Inc (NYSE:TWLO) shares tumbled 16% to $47.28 in early trading on Wednesday as the customer engagement platform forecast second-quarter sales of $980 million to $990 million, which fell short of $1.05 billion expected by analysts polled by FactSet. After Tuesday's close, Twilio revealed that its first-quarter 2023 revenue rose 15% year over year to $1.01 billion, while its adjusted earnings for the period came in at $0.47 per share.

Twilio stock sinks as revenue guidance disappoints

Twilio's (TWLO) Q1 performance reflects the benefits of the constant expansion of its international business and the continuous acceleration of digital transformation projects across several industries.

Twilio (TWLO) Q1 Earnings Beat, Shares Plunge on Weak View

Software concern Twilio Inc  ( NYSE:TWLO) is plummeting today, last seen down 17.1% to trade at $46.45 following the company's earnings report.

Bleak Forecast Triggers Twilio Stock Slide

Markets rose after the release of favorable inflation data. Airbnb stock fell sharply as the travel provider faces tough comparisons later this year.

Why These 2 Growth Stocks Crashed Wednesday Morning

Twilio expects second-quarter revenue of between $980 million and $990 million, which is below analysts' expectations.

Twilio Guidance Is 'Tough Pill to Swallow.' The Stock Is Sinking.

Twilio (TWLO) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to break-even earnings per share a year ago.

Twilio (TWLO) Q1 Earnings and Revenues Surpass Estimates

Twilio Inc. (NYSE:TWLO ) Q1 2023 Earnings Conference Call May 9, 2023 5:00 PM ET Company Participants Bryan Vaniman - Senior Vice President, Investor Relations & Corporate Development Jeff Lawson - Co-Founder & Chief Executive Officer Elena Donio - President, Twilio Data Applications Khozema Shipchandler - President, Twilio Communications Aidan Viggiano - Chief Financial Officer Conference Call Participants Mark Murphy - JPMorgan Meta Marshall - Morgan Stanley Michael Turrin - Wells Fargo Securities Ryan MacWilliams - Barclays Ittai Kidron - Oppenheimer & Company Taylor McGinnis - UBS Derrick Wood - Cowen Nick Altmann - Scotiabank Samad Samana - Jefferies Fred Havemeyer - Macquarie Capital Alex Zukin - Wolfe Research Michael Funk - Bank of America Operator Hello, and welcome to the Twilio First Quarter 2023 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.

Twilio Inc. (TWLO) Q1 2023 Earnings Call Transcript

Twilio is gaining customers, but some users are opting not to increase their spending because of economic fears.

Twilio stock falls on weaker-than-expected revenue forecast

Twilio (NYSE: TWLO ) reported first-quarter results for 2023. Twilio reported earnings per share of 47 cents.

TWLO Stock Earnings: Twilio Beats EPS, Revenue Estimates

Twilio Inc on Tuesday forecast second-quarter revenue below estimates, sending the cloud communications platform's shares tumbling nearly 13% in extended trading.

Twilio forecasts weak Q2 revenue, shares fall

Twilio Inc. racked up its second straight $1 billion sales quarter Tuesday, but tepid sales guidance led investors to hammer the company's stock more than 15% in after-hours trading.

News for Twilio Stock (TWLO)