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

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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

Cloud communication company Twilio is down about 7% today following the release of the Fed's minutes from March. Is TWLO stock a sell?

Why Did Twilio (TWLO) Stock Close Down Today?

It's growth-and-spend strategy is working on some levels, but from an investment standpoint, TWLO stock has been an unsurprising disaster. The post Don't Let TWLO Stock Become Your Problem appeared first on InvestorPlace.

Don't Let TWLO Stock Become Your Problem

Braze

Braze is a rapidly-growing, modern customer engagement platform that empowers brands by helping them deliver personalized customer experiences.

Braze Vs. Twilio: 2 Winning Customer Engagement Platforms, One Winning Stock

DocuSign

Fiverr

Here are 3 beaten-down tech stocks with solid growth prospects that could roar back in the coming months: DOCU, FVRR, and TWLO. The post 3 Tech Stocks That Could Roar Back in Q2 appeared first on InvestorPlace.

3 Tech Stocks That Could Roar Back in Q2

Amazon

Micron Technology

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Amazon & Nio.

Top Wall Street analysts remain bullish on these stocks for the long term

Growth investors are justifiably questioning Twilio's growth and path to profitability as stock-based compensation rises and costs mount. The post Why Buy Twilio Stock at Lower Prices appeared first on InvestorPlace.

Why Buy Twilio Stock at Lower Prices

The cloud communications specialist could turn out to be the next big growth stock.

Could Twilio Become the Next Nvidia?

Twilio (TWLO) stock is on the move Tuesday as the U.S. Securities and Exchange Commission (SEC) weighs in on an insider trading scandal. The post Twilio Insider Trading Scandal: 8 Things for TWLO Stock Investors to Know appeared first on InvestorPlace.

Twilio Insider Trading Scandal: 8 Things for TWLO Stock Investors to Know

Digital Turbine

Elastic N.V

MercadoLibre

SentinelOne

Teladoc

10X Genomics

The growth selloff continues to persist and with the Ukraine war raging, persistent inflation and rate hikes on the horizon, it makes sense that high multiple growth is largely out of favor.

Let's Go Dumpster Diving

Enhances SMS solutions for banks, credit unions, insurers, and lenders NEW YORK , March 29, 2022 /PRNewswire/ -- Glia, the leading provider of Digital Customer Service (DCS), has enhanced its rich messaging solution powered by Twilio for communicating with customers and members. Twilio (NYSE: TWLO) (LTSE: TWLO), the world's leading customer engagement platform, is supporting Glia's mission of providing banks, credit unions, insurers, lenders, and other financial services companies with more robust messaging solutions to improve customer engagement.

Glia Teams with Twilio to Address the Rapidly Growing Need for Digital Customer Service in Financial Services

Three Twilio software engineers, who had access to customer usage databases, passed confidential information along to friends and family members.

SEC charges Twilio engineers with insider trading during early days of pandemic

Wall Street is overlooking the long-term potential of these industry-leading businesses.

Bargain Hunting: 2 Top Growth Stocks to Buy Right Now

Twilio aspires to become the leading cloud communications and customer engagement platform.

Twilio: Building A Communications Monopoly

HubSpot

MongoDB

Roku

Trade Desk

With the Nasdaq Composite still in correction territory, now is the time to invest in these disruptive companies.

5 Bear Market Stocks I Bought That Could Turn $100,000 into $1 Million by 2035

Once TWLO stock stabilizes, the rally back can be ferocious. Stubborn bears will suffer and deal the bulls a much-needed win.

Twilio Stock Could Take Off, So Bears Beware

DraftKings

Estee Lauder

Intuit

Shopify

Sherwin-Williams

While the ominous nature of the death cross spells doom, history suggests this could be an opportunity for stocks to buy. The post 7 Death-Cross Stocks to Buy When Others Are Selling appeared first on InvestorPlace.

7 Death-Cross Stocks to Buy When Others Are Selling

Twilio ( TWLO , Financial) is a market-leading "communications platform as a service" company. They allow software developers to programmatically make/receive phone calls and text messages.

Twilio Stock Has Been Cut in Half; Is It Now Undervalued?

Twilio today announced a new API for its Flex contact center service that combines the platform's existing chat channels under a single umbrella to make it easier for developers to build contact center applications that are less frustrating for end-users. While a lot of contact centers today use all of these channels, their data tends […]

Twilio launches Flex Conversations, a unified chat API for contact centers

Roblox

Spotify

Cathie Wood had a tough start to 2022, but some of her key holdings could be big winners eventually.

3 Cathie Wood Stocks That Can Beat the Market

Twilio was a pandemic favorite. Therefore, its de-rating from reopening should not surprise investors.

Twilio Stock: Down 65% From Its Highs - But Only Suitable As A Speculative Buy

Twilio: 16% Net Cash, 30% Organic Growth, 8x Sales

Palantir Technologies

Both high-flying stocks flew a bit too close to the sun.

Better Growth Stock: Twilio vs. Palantir

These cheaply valued companies are growing rapidly, and that could boost their stock prices.

2 Beaten-Down Growth Stocks That Could Double

Twilio is the undisputed leader in the rapidly growing CPaaS market, which was a huge beneficiary of the COVID-19 pandemic.

Twilio: Thanks For The Gift

Twilio's momentum suggests it might be poised for greater growth.

News for Twilio Stock (TWLO)