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

Earnings data Q2 2021

Earnings data Q3 2021

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

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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

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The TWLO stock has declined 65% in 2022, the fundamentals do not show a great reason for the decline to stop anytime soon. The post Twilio Is a Sell as its Growth Story Has Failed to Bring Any Profits Yet appeared first on InvestorPlace.

Twilio Is a Sell as its Growth Story Has Failed to Bring Any Profits Yet

Why Twilio Stock is Looking Impressive for Long-Term Investors

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7 Oversold Stocks on the Verge of Blasting Off

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Check out these growth stocks for your watchlist today.

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SAN FRANCISCO--(BUSINESS WIRE)--Customers expect personalization during every brand interaction — but they don't trust brands to keep their personal data secure and to use it responsibly. That's the dilemma companies everywhere are currently facing, according to new data from Twilio (NYSE: TWLO) (LTSE: TWLO), the leading customer engagement platform. The third annual State of Personalization Report 2022 found that 62% of consumers expect personalization, saying that a brand will lose their loya

Twilio Report Shows Consumers Want Personalization, But Don't Trust Brands With Their Data

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These seven growth stocks should continue expanding their businesses despite the pressures exerted by the macro-economic forces. The post 7 Red-Hot Growth Stocks That Will Outrun a Recession appeared first on InvestorPlace.

7 Red-Hot Growth Stocks That Will Outrun a Recession

Roku

Shorter-term market declines have not deterred Wood from adding shares.

Cathie Wood Goes Bargain Shopping: 3 Growth Stocks She Just Bought

There is also one bearish point Twilio investors should watch.

Twilio Is Down 80%. Here Are 3 Reasons to Be Bullish

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Ark Invest holds these growth stocks in its actively-managed ETFs. These Cathie Wood stocks are now available at dirt cheap prices.

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SAN FRANCISCO , June 15, 2022 /PRNewswire/ -- Red Oxygen, a leading short message service (SMS) solutions provider, today announces it has been accepted into the Twilio (NYSE: TWLO) Build program as a Silver Level Technology Partner. The program distinguishes independent software vendors (ISV) including companies that are successfully embedding Twilio communications into their platforms or applications.

RED OXYGEN JOINS TWILIO'S BUILD PROGRAM AS A TECHNOLOGY PARTNER

MercadoLibre

Investors with long time horizons should scoop these stocks up before the market rebounds.

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The U.S. Federal Reserve could raise interest rates by as much as 75 basis points on Wednesday. Still, the President of EMJ Capital says now is the time to go shopping for the “profitless” tech stocks.

Jackson: it's time to ‘selectively' invest in ‘profitless tech stocks'

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PayPal Holdings Inc (NASDAQ: PYPL) has been nothing short of brutal to its shareholders this year, but Karen Firestone says it's come down enough to consider buying the stock here. Firestone's remarks on CNBC's ‘Halftime Report' The Chairman and CEO of Aureus Asset Management has been building a position in the fintech in recent days.

Karen Firestone just bought these beaten down stocks

Twilio's losses don't mean the stock's a loser.

Should Investors Worry About Twilio?

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Finding bargain stocks now is getting easier from a fundamental perspectives in spite of the threats from extrinsic factors still looming. The post 7 Stocks That Look Like Big Bargains Right Now appeared first on InvestorPlace.

7 Stocks That Look Like Big Bargains Right Now

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The average of price targets set by Wall Street analysts indicates a potential upside of 127.8% in Twilio (TWLO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Believe Twilio (TWLO) Could Rally 128%: Here's is How to Trade

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These best tech stocks to buy are undervalued and have the potential for massive long-term gains. The post 7 Best Tech Stocks to Buy Amid the Market Turmoil appeared first on InvestorPlace.

7 Best Tech Stocks to Buy Amid the Market Turmoil

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

Twilio (TWLO) Down 6.4% Since Last Earnings Report: Can It Rebound?

Twilio Inc  ( NYSE:TWLO) is down 1.5% to trade at $105.81 at last check, brushing off a Barclays downgrade to "equal weight" from "overweight," as well as a price target cut to $110 from $175.

Twilio Stock Brushes Off Barclays Downgrade

Twilio still forecasts organic growth normalizing at 30% growth rates in an aberration from other tech stocks. The company is still generating losses causing the market to flee the stock.

Twilio: Normalization Aberration

Twilio Inc. (NYSE:TWLO) is an American tech company that provides tools for communication to millions of developers and thousands of businesses across 180 countries.

News for Twilio Stock (TWLO)