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

The company's revenue growth accelerated as it increased the number of active customer accounts.

Twilio delivers surprise adjusted profit as revenue growth accelerates

Shares of Twilio (NYSE:TWLO) rose in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share increased 0.00% over the past year to $0.04, which beat the estimate of ($0.08).

Recap: Twilio Q4 Earnings

Shares of Twilio Inc. were up 10% in after-hours trading Wednesday after the software company reported fiscal fourth-quarter results. Twilio reported a net loss of $179.4 million, or $1.13 a share, compared with a net loss of $90.25 million, or 66 cents a share, in the year-ago quarter.

Twilio shares spike 10% on jump in revenue

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, today reported financial results for its fourth quarter and full year ended December 31, 2020. “Twilio's 65% year-over-year total revenue growth in the fourth quarter continued the strength and momentum we saw throughout an outstanding year of results in which we delivered $1.76 billion in revenue,” said Jeff Lawson, Twilio's Co-Founder and CEO. “These results reinforced that we are addressing a gene

Twilio Announces Fourth Quarter and Full Year 2020 Results

Twilio Inc (NYSE:TWLO) is down 3.6% at $419.56 at last check, falling further from its recent Feb. 11 record high of $441.19.

TWLO Tapers Off From Record High Before Earnings

As price action for Twilio (TWLO) surges higher, traders discount the probability of a drop.

Twilio (TWLO) Option Traders Optimistic

Twilio (NYSE:TWLO) releases its next round of earnings this Wednesday, February 17. Here is Benzinga's essential guide to Twilio's Q4 earnings report.

Earnings Preview for Twilio

Baidu

Shopify

The week ahead In the UK over the next couple of weeks a number of companies with June year ends report their December interim results. This week this includes results from Blancco Technology Group PLC (LON: BLTG) and Transense Technologies plc (LON: TRT).

Shopify, Twilio and Baidu to report Q4 earnings

He's also the author of "Ask Your Developer: How to Harness the Power of Software Developers and Win in the 21st Century."

An Interview With Twilio CEO Jeff Lawson

CVS Health

Roku

Walmart

Applied Materials

Deere & Company

Palantir Technologies

Here, 24/7 Wall St. has put together a preview of a few of the most anticipated quarterly reports due this week.

Baidu, CVS, Roku, Shopify, Walmart and More Major Earnings Coming This Week

CrowdStrike

Sapiens International

Workday

Here's a sneak peek into four software stocks, which hold the potential to surpass estimates this earnings season.

4 Software Stocks Set to Beat Estimates This Earnings Season

While accelerated digital transformation amid the pandemic is likely to have aided Twilio (TWLO) in Q4, expansion in low-margin international regions and high expenses might have hurt profitability.

Twilio (TWLO) to Report Q4 Earnings: What's in Store?

An analyst bumped up his price target on the communications technology specialist, which will be releasing quarterly results next week.

Why Twilio Stock Gained Today

Twilio (TWLO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Twilio (TWLO) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Cloud communications company Twilio Inc (NYSE: TWLO) is scheduled to report its fourth-quarter results Feb. 17, with analysts, on average, forecasting more than 37% revenue growth and a loss of 8 cents per share. The Twilio Analyst: JPMorgan analyst Mark Murphy upgraded Twilio shares from Neutral to Overweight and increased the price target from $300 to $465.

Why JPMorgan Is Turning Bullish On Twilio Ahead Of Q4 Report

Datadog

Cloudflare

The forecast? Cloudy with a chance of massive returns.

3 Tech Stocks to Buy in the New Year

C3.ai

Pinterest

Plug Power

These four overvalued stocks are likely to witness a sharp correction soon. But all represent companies with a good business growth outlook.

4 Overvalued Stocks To Avoid For Now

Twilio stock has a strong history of rallying ahead of its earnings announcement, and today we'll look at a pre-earnings bull put spread. TWLO stock is in a nice uptrend with.

TWLO Stock: Pre-Earnings Bullish Option Trade

In the latest trading session, Twilio (TWLO) closed at $359.43, marking a -0.41% move from the previous day.

Twilio (TWLO) Stock Moves -0.41%: What You Should Know

Splunk

Tencent Holdings Limited

These AI stocks are leveraging the technology in their core activities to offer more effective and innovative solutions to customers. The post 3 AI Stocks to Buy That Aren't Nvidia, Google or IBM appeared first on InvestorPlace.

3 AI Stocks to Buy That Aren't Nvidia, Google or IBM

General Motors

Caterpillar

Mastercard

General Motors, Caterpillar, Shopify, Mastercard and Twilio were our top stock trades for Friday. Now, let's take a gander at the charts.

5 Top Stock Trades for Friday: GM, CAT, SHOP, MA, TWLO

This tech company is on track to be a long-term winner.

Twilio Shares Surged 278% in Value in 2020: Here Are 4 Reasons Its Business Is Growing

Cirrus Logic

A clutch of impressive catalysts has helped these tech stocks step on the gas in early 2021.

These Explosive Growth Stocks Are Setting the Market on Fire in 2021

Adobe

Salesforce

DocuSign

Microsoft

Trade Desk

SaaS stocks deliver predictable, steady revenue. That means fewer surprises at earnings season.

7 SaaS Stocks to Buy For Consistent Returns Into 2021 and Beyond

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that its fourth quarter and full year 2020 results will be released on Wednesday, February 17, 2021, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, February 17, 2021, to discuss its results with the investment community. Investors and analysts should register for the call in advance by visiting http://www.directeventreg.com/regis

News for Twilio Stock (TWLO)