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

And modest guidance sets the company up for another round of analyst-stumping fireworks in the next report.

Twilio Crushed Guidance and Estimates Again in Q3

The shares of Twilio Inc (TWLO) are down 1.5% at $295.97 at last check, after the company disappointed with a lower-than-expected fourth-quarter forecast.

Twilio Stock Slips Despite Analyst Praise

Multiple Twilio analysts issued price target increases Tuesday after the cloud company highlighted revenue growth, customer wins and a large addressable market in its third-quarter report.  Twilio Analysts On Revenue: Twilio Inc (NYSE: TWLO) reported third-quarter revenue that was up 52% year-over-year, surpassing the 46% growth seen in the second quarter.

Twilio Analysts Boost Price Targets Following Q3 Report: 'Attractive Growth Story'

Twilio delivered remarkably solid numbers for the third quarter, especially at the top line. Dollar-Based Net Expansion Rate was particularly strong at 137%.

Twilio: Sustained Growth Ahead

Twilio's exciting fall has included taking on and receiving more competition. The company's purchase of Segment and update of its strategic progress at its investor day mark meaningful shifts for the company.

Twilio's Big Moves And What They Mean For The Competition (Podcast)

Shares of the cloud-based communications specialist have tripled so far this year.

Twilio's Earnings Beat Expectations: What Investors in This 'Coronavirus Stock' Should Know

Twilio's (TWLO) Q3 results reflect benefits from the accelerated digital-transformation amid the COVID-19 pandemic-led remote-working wave.

Twilio (TWLO) Q3 Earnings and Revenues Top Estimates, Up Y/Y

Cloud communication software maker Twilio Inc (NYSE: TWLO) beat earnings estimates for the third-quarter — reported after market close Monday. Twilio's Q3 revenue grew 51.8% year-over-year to $447.97 million, handsomely beating consensus by $38 million.

Twilio Complements, Not Compete With, Salesforce, Oracle, Adobe, Says COO

Twilio Inc. (TWLO) CEO Jeff Lawson On Q3 2020 Results - Earnings Call Transcript

Twilio Inc. (NYSE: TWLO) said on Monday that its revenue in the fiscal third quarter came in stronger than Wall Street expectations. The company attributed higher revenue in Q3 to the Coronavirus pandemic that made businesses resort to work from home arrangements and resulted in increased demand.

Twilio's third-quarter revenue climbs 52% to £344.03 million

We closed with the worst single trading day since early September: Dow -650 points, -2.3%; the S&P 500 -64, -1.86%; and the Nasdaq -189, -1.64%.

Markets Tank, but Off Monday Lows; Plus TWLO, PLTE & More

Twilio (TWLO) delivered earnings and revenue surprises of 180.00% and 10.74%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Surpasses Q3 Earnings and Revenue Estimates

Twilio Inc on Monday posted a surprise third-quarter profit and forecast sales above estimates for the fourth, as a switch to remote working and learning due to the COVID-19 pandemic boosted demand for cloud services.

Twilio posts surprise profit on remote-work boost

Twilio earnings and revenue for the September quarter topped expectations. Twilio stock slipped in extended trading on Monday as earnings guidance came in below views amid heavy investments.

Twilio Stock Slips As Earnings Guidance Light Amid Deals, Investments

Shares of Twilio (NYSE:TWLO) fell 1.9% after the company reported Q3 results. Quarterly Results Earnings per share were up 33.33% over the past year to $0.04, which beat the estimate of ($0.03).

Recap: Twilio Q3 Earnings

Twilio Inc. shares were initially up 4% in after-hours trading Monday after the developer of communications software reported fiscal third-quarter revenue that blew past Wall Street estimates. Twilio reported a loss of $116.9 million, or 79 cents a share, compared with a loss of $87.7 million, or 64 cents a share, in the year-ago quarter.

Twilio shares climb 4% on better-than-expected revenue

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, today reported financial results for its third quarter ended September 30, 2020. “Great digital engagement is becoming more critical to differentiate the customer experience, and companies across industries and around the world are choosing Twilio's customer engagement platform to build these solutions,” said Jeff Lawson, Twilio's co-founder and CEO. “Our performance in the third quarter is further e

Twilio Announces Third Quarter 2020 Results

An exec at communications firm Twilio said that the firm plans to acquire customer data analytics startup Segment for $3.2 billion to help it target smaller companies and help them engage better with customers. Twilio builds a platform to help customers build apps that can make phone calls or send messages. For example, Uber and Lyft use Twilio to allow drivers and passengers to call or text each other from within the app. Segment, meanwhile, provides tools that allow companies to analyze how to better communicate with and retain customers. 

Twilio chief product officer says the firm's $3.2 billion acquisition of Segment will help it give small companies the data-crunching superpowers of huge enterprises (TWLO)

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4 Top Stock Trades for Monday: TWLO, SNAP, SPAQ, GILD

This cloud specialist could step on the gas after its latest move.

A Hot Growth Stock to Buy This Earnings Season

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Twilio's Next Act: Expanding Product To Unlock TAM

Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Twilio Stock (TWLO)