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

TAMPA, Fla.--(BUSINESS WIRE)--Syniverse®, the “world's most connected company®” and a premier global technology provider of mission-critical mobile platforms for carriers and enterprises, announced today that it will remain a private company and pursue an alternative transaction (the “Alternative Transaction”) following the termination of its business combination agreement with M3-Brigade Acquisition II Corp. (NYSE: MBAC). Under the terms of the Alternative Transaction, Twilio (NYSE: TWLO) (LTS

Syniverse to Pursue Alternative Transaction with Twilio Following Termination of Business Combination Agreement with M3-Brigade Acquisition II Corp.

Analysts mostly raised their price targets on Twilio Inc  TWLO post Q4 beat and continue to see sharp upside to the stock. Macquarie maintained Twilio with an Outperform and raised the price target from $281 to $306 (51.5% upside).

Twilio Shares Pop As Analysts Continue To See Sharp Upside Post Q4

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The cloud communication specialist reported robust financial results that sailed past expectations.

Why Twilio Stock Soared on Thursday

Twilio's (TWLO) Q4 results reflect benefits from product portfolio enhancement through Segment and Zipwhip, broadening customer base and global expansion plan.

Twilio (TWLO) Q4 Loss Narrower Than Expected, Revenues Up Y/Y

Software name Twilio Inc (NYSE:TWLO) is surging today, after posting fourth-quarter losses of 20 cents per share on revenue of $842.74 million, both of which beat analysts' expectations.

Twilio Stock Takes Off After Upbeat Quarterly Results

Twilio (TWLO) stock is taking off Thursday morning following the release of the communication company's earnings report for Q4 2021. The post TWLO Stock: 11 Reasons Why Twilio Is Soaring Today appeared first on InvestorPlace.

TWLO Stock: 11 Reasons Why Twilio Is Soaring Today

Twilio Inc (NYSE:TWLO), a San-Francisco based cloud communications platform, saw its shares jumped as much as 28% after fourth-quarter results exceeded expectations. Fourth-quarter revenue jumped 54% to US$842.7mln, taking the full-year figure to US$2.8bn, and the tech company said it expects revenue to grow to between US$855mln and US$865mln in the first quarter of this year.

Twilio beats earnings expectations, sees further revenue growth in first quarter

Reversing last quarter's disappointing results, Twilio reported a stellar quarter and provided guidance that was above consensus estimates. The sell-off since Twilio's 3Q results may be overdone, and it is time to get back into the stock. The stock provides a good risk/reward at the current levels.

Twilio: A Tale Of Two Quarters, Still Very Cheap By Growth Standards, Buy Now

Twilio Inc. (TWLO) CEO Jeffrey Lawson on Q4 2021 Results - Earnings Call Transcript

Twilio (TWLO) delivered earnings and revenue surprises of 4.76% and 9.61%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Reports Q4 Loss, Tops Revenue Estimates

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Markets finished the day strong and kept getting better after hours.

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Twilio reported its Q4 earnings after the bell today.

Twilio 1, Bears 0... For Now: Q4 Earnings Analysis

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The cloud communications software company announced almost 10% more revenue than analysts had expected for the fourth quarter.

Twilio spikes after major revenue beat and bold quarterly guidance

Shares of Twilio Inc. quickly jumped 28% in extended trading Wednesday after the company posted earnings and sales that breezed past Wall Street estimates as well as a strong outlook.

Twilio shares surge 28% on earnings, sales that top analyst estimates

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO) (LTSE: TWLO), the leading cloud communications platform, today reported financial results for its fourth quarter and full year ended December 31, 2021. “Our fourth quarter capped off an amazing year of results as we delivered more than $2.8 billion in revenue for the year, growing 61% year-over-year,” said Jeff Lawson, Twilio's Co-Founder and CEO. “The combination of our leading cloud communications platform with Twilio Segment's #1 customer d

Twilio Announces Fourth Quarter and Full Year 2021 Results

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Fear surrounding inflation, monetary policy, and their combined implication on sustained demand have held the S&P 500 in a technically-bound trading range

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Although the market is in a bit of a wobbly place right now, it also means there are stocks to buy on discount for brave contrarians. The post 7 Stocks to Buy to Take Advantage of Main Street's Panic Selling appeared first on InvestorPlace.

7 Stocks to Buy to Take Advantage of Main Street's Panic Selling

Twilio (TWLO) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Twilio (TWLO) This Earnings Season?

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Five corporate bigwigs will report fourth-quarter 2021 earnings results next week. These are: HAS, PFE, TWLO, CDW and NLY.

News for Twilio Stock (TWLO)