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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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 is one of the leading vendors in the CPaaS space. Its results for the January quarter were nothing other than spectacular.

Twilio Stock Forecast: Is It Becoming Overvalued?

TWLO stock rocketed higher last year and there's no need for the bull run to stop. Twilio continues to generate powerful revenues.

Twilio Stock Should Remain a Long-Term Winner in the Digital Economy

Twilio Inc (NYSE: TWLO) shares gained more than 12% on Tuesday on the strength of some bullish analyst commentary from Wall Street. The Twilio Analyst: Jefferies analyst Samad Samana initiated coverage of Twilio with a Buy rating and $451 price target.

Jefferies Bullish On Twilio, Sees Impressive Growth At Scale

Jefferies kicks off coverage of the communications technology specialist with a buy rating.

Why Twilio Stock Surged Today

TWLO stock continues to rise after Twilio delivered another blowout quarter. The company's growth is only getting started.

Twilio Is a Runaway Train That Can't Be Stopped

Twilio (TWLO) is borrowing $1 billion through issuing senior notes to enhance financial flexibility.

Twilio (TWLO) Prices Senior Notes Offerings Worth $1B

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (“Twilio”) (NYSE: TWLO) today announced that it has priced its offering of $1.0 billion of unsecured senior notes. The notes consist of $500.0 million aggregate principal amount of 3.625% senior notes due 2029 and $500.0 million aggregate principal amount of 3.875% senior notes due 2031. The company anticipates that the offering will close on or around March 9, 2021, subject to customary closing conditions. Twilio intends to use the net proceeds of th

Twilio Announces Pricing of $1.0 Billion Senior Notes Offering

It's not too late to get on board to enjoy the ride.

Twilio Rockets Into 2021 With Record Revenue

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This customer-engagement platform is firing on all cylinders.

Twilio Extends Its Tremendous Growth Run

The shares of cloud communications name Twilio Inc (NYSE:TWLO) are plummeting today, down 7% at $339.17 at last check.

Bull Signal Says TWLO Tumble Could be Short-Lived

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Growth stocks are getting slammed. Is this a buying opportunity?

Why Twilio, Pinterest, and Peloton Stocks Fell Sharply Thursday

Twilio has been my largest holding since the company traded around $100 in early 2020. In this note, I share my vision for the company over the long term. Twilio has been systematically evolving its business, and I illustrate what that evolution has looked like.

Twilio Stock Is Just Getting Started

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8 Safe Stocks to Buy to Help Ride the Choppy Waters

Twilio Inc. said Wednesday it is planning to issue $1 billion of unsecured, senior notes in the cloud communications platform's latest capital raise. The San Francisco-based company raised $1.54 billion in an equity offering in February.

Twilio plans $1 billion bond deal in its latest capital raise

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (“Twilio”) (NYSE: TWLO) today announced that it intends to offer, subject to market and other conditions, $1.0 billion of unsecured senior notes in a transaction registered under the Securities Act of 1933, as amended. The offering will be made only by means of a prospectus supplement and accompanying prospectus under Twilio's effective shelf registration statement. The interest rate, offering price, and other terms of the notes will be determined by

Twilio Announces Proposed Public Offering of $1.0 Billion of Senior Notes

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Hint: Focus on the business, not the stock.

How to Sleep Soundly When One of Your Big Stocks Has a Really Bad Day

Along with the partnership, Twilio (TWLO) will invest $750 million in Syniverse and become an important minority owner of the latter.

Twilio (TWLO) to Invest $750M in Telecom Firm Syniverse

The cloud-based communication specialist is expanding its ecosystem.

Twilio Makes a $750 Million Strategic Investment in Syniverse

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2 Stock Picks for 2021

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Incredible capability to grow is just one of the reasons.

Why You Should Consider Software Stocks as Part of Your Portfolio

Syniverse Technologies, a company that helps mobile providers move communications across public and private networks, announced an extensive partnership with Twilio this morning. Under the agreement, Twilio is investing up to $750 million to become a minority owner in the company.

Twilio to become minority owner in Syniverse Technologies with $750M investment

TAMPA, Fla. & SAN FRANCISCO--(BUSINESS WIRE)-- #enterprises--Syniverse and Twilio are announcing a partnership to help accelerate growth of next generation communications network.

Syniverse and Twilio Announce Partnership to Accelerate Growth of Next Generation Communications Network

Carlyle Group

Cloud communications company Twilio Inc (NYSE: TWLO) to invest up to $750 million in Carlyle Group Inc (NASDAQ: CG) owned messaging company Syniverse Technologies ahead of the latter's potential public listing, the Wall Street Journal reports. Reportedly, the investment could be followed by a merger between Syniverse and a special-purpose acquisition company (SPAC).

Twilio Could Invest $750M In Carlyle Group's Syniverse: WSJ

The stock price of Twilio Inc (NYSE: TWLO) increased by over 1.8% pre-market. This is why it happened.

News for Twilio Stock (TWLO)