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

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

Micron Technology

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.

Is Twilio Stock Just Getting Started?

Appian

Snowflake

The tech wreck continued on Friday as consumer sentiment waned and inflation came in hot.

Why Snowflake, Appian, and Twilio Plunged Today (Again)

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

Twilio (TWLO) Down 31.6% Since Last Earnings Report: Can It Rebound?

Here we pick three stocks - AAPL, AMD and SYNA - that are better buys than Twilio (TWLO).

Forget Twilio (TWLO), Buy These 3 Hot Tech Stocks Instead

Twilio Inc. (TWLO) CEO Jeff Lawson Presents at Morgan Stanley 2022 TMT Conference (Transcript)

This is one tech stock with untapped potential that investors shouldn't overlook.

This Promising Tech Stock Is a Bargain Compared to Adobe, Microsoft

Fiverr

Wealthy asset managers were snapping up shares of Fiverr and Twilio during the fourth quarter.

Want to Get Richer? 2 Beaten-Down Growth Stocks That Billionaires Are Buying

ARK Innovation ETF

DraftKings

Teladoc

Amid first-quarter struggles for growth stocks, some members of this category are trading at discounts relative to their histories of often lofty valuations. Perhaps surprisingly, some names with the disruptive growth label are in the discounted growth stock conversation.

There's Some Value to Be Had With Growth Stocks

Some tech investors are getting more nervous about the economy.

Why Twilio Stock Fell Today

Chipotle

Disney

MercadoLibre

ZIM Integrated Shipping Services

A little money can go a long way with today's market volatility.

5 Stocks You Can Confidently Invest $50 In Right Now

With Projected 34% Organic Growth, Twilio Stock Is a Bargain Right Now

Airbnb

Nu Holdings

Roku

Snap

Trade Desk

Upstart Holdings

Growth stocks are trading through a brutal bear market. However, these dips will evolve into opportunities for the best names.

7 Red-Hot Growth Stocks That Could Be Headed to the Moon

The company has plenty of room for growth in the future.

Why Investors Must Be Patient With This Cloud-Based Communication Stock

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Segment (NYSE:TWLO) (LTSE: TWLO), the world's #1 Customer Data Platform (CDP), today published The Customer Data Platform Report 2022. The third annual report, which reflects the findings of anonymized platform usage data from Twilio Segment's 25,000+ customers, finds aggressive adoption of CDPs over the past year as businesses build digital-first customer engagement strategies and reduce their reliance on third-party data. Over the past few years, compani

Twilio Segment Releases 2022 CDP Report, Finds CDPs Booming as Businesses Look Beyond Cookies

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO) (LTSE: TWLO), the leading cloud communications platform, today released its 2021 Impact and DEI Report, announcing that 7,624 organizations used Twilio's technology platform and funding to help 511 million people in 2021, representing fifteen percent of the world's population, and a 92 percent increase in people reached year over year. The report reveals how Twilio's model of integrated impact - which aligns social impact programs with revenue

Twilio Reached More Than Half a Billion People Worldwide in 2021 Through Its Social Impact Work, Report Shows

Boston Scientific

Fidelity National Information

Roivant Sciences Ltd

Workday

Viking Global leader Andreas Halvorsen (Trades, Portfolio) disclosed his portfolio for the final quarter of 2021 last week.

Andreas Halvorsen Loads Up on Health Care, Tech Stocks

Long-term investors can benefit when a falling share price is attached to a business that's performing well.

Now's Your Chance to Buy Twilio Stock Cheap

The stock price for Twilio is well off its all-time high, but it is primed to rebound in 2022.

2 Things Twilio's Management Said That Make the Stock a Screaming Buy

PayPal

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

Market Sell-Off: 2 Bargain Growth Stocks to Buy Right Now

Arista Networks

Cloudflare

These three companies are helping their customers upgrade their operations for the cloud era.

News for Twilio Stock (TWLO)