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

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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

Microsoft

The tech giant expands Azure into Twilio's backyard.

Microsoft Declares War on Twilio With a New Cloud Service

Microsoft Corporation (NASDAQ: MSFT) on Tuesday launched Azure Communications Services, composed of cloud-based voice and video calling, chat, and telephony features.

Microsoft Launches Cloud Communications Services To Rival Twilio

Microsoft today announced the launch of Azure Communication Services, a new set of features in its cloud that enable developers to add voice and video calling, chat, text messages to their apps, as well as old-school telephony. The company describes the new set of services as the ” first fully managed communication platform offering from […]

Microsoft challenges Twilio with the launch of Azure Communication Services

Twilio (TWLO) shares moved sharply higher after KeyBanc reiterated its Overweight rating and its $330 price target.

Twilio (TWLO) Gains After KeyBanc Reiterates Buy Rating

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, today announced that it will hold an Investor Day on Thursday, Oct. 1 from 1:00 p.m. (PT) to 4:00 p.m. (PT) during Twilio SIGNAL 2020. Twilio executives are expected to speak during the program, including Jeff Lawson, co-founder and CEO, George Hu, COO, and Khozema Shipchandler, CFO. Twilio’s Investor Day will be webcast live on Thursday, Oct. 1, 2020, starting at 1:00 p.m. (PT). The webcast will be

Twilio to Hold Investor Day at Twilio SIGNAL 2020

Shopify

Atlassian

For this trio, one factor has been instrumental in achieving incredible growth.

3 Software Stocks Share This 1 Key to Success

After a 155% rally since March 23, Twilio stock looks fully valued based on its historic Price to Sales (P/S) multiples. Twilio, a U.S-based cloud communications platform as a service (CPaaS) company, has seen its stock rally from $90 to $229 off the recent bottom compared to the S&P which moved.

Twilio Stock Is Too High

Ford Motor Company

Inovio Pharmaceuticals

Micron Technology

United States Steel

Twilio, Micron, Ford, Inovio and U.S. Steel were our top stock trades for Friday.

5 Top Stock Trades for Friday: TWLO, MU, F, INO, X

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced a lineup of special guests for SIGNAL, its annual customer and developer conference, including President Obama and comedian and host of “The Daily Show” Trevor Noah. Celebrating its sixth year, SIGNAL will take place virtually on September 30 and October 1, 2020.

Announcing A Conversation with President Barack Obama at Twilio SIGNAL 2020

One "Buy The Dip" Opportunity You Don't Want To Miss

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that Lybra Clemons will join the company as its first Chief Diversity, Inclusion and Belonging Officer. Clemons will be responsible for guiding and scaling inclusion strategy and diversity initiatives across the company’s global workforce.

Twilio Welcomes Lybra Clemons as First Chief Diversity, Inclusion and Belonging Officer

Twilio presents a strong buy opportunity today given the macro sell-off and September woes.

Twilio: Long-Term Winner At A Discount

Twilio Inc. (TWLO) Presents at D.A.

Amazon

Salesforce

Alphabet

ServiceNow

NVIDIA

Invest in artificial intelligence, game-changing tech that’s seeing rapid adoption, creating a class of AI stocks set for long-term growth.

The 8 Best AI Stocks on the Market Today

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that Deloitte Digital has joined the Twilio Build partner program as a premier Global Systems Integrator (GSI). Deloitte Digital, part of Deloitte Consulting LLP, joins a growing global ecosystem of systems integrators with technology practices dedicated to building customer engagement solutions using Twilio’s cloud communications platform.

Twilio Welcomes Deloitte Digital as a Premier Global Systems Integrator Focused on Elevating Human Experience and Accelerating Digital Transformation

Fastly

These companies were already solid picks before the market declines. Now they're even better bargains.

3 Top Stocks to Buy If the Market Woes Drag On

Etsy

HUYA Inc - ADR

MongoDB

Match Group

Pinterest

Roku

Block

Tencent Holdings Limited

Teladoc

As we go through a very volatile time, I believe these 10 companies will beat the market comfortably in the decade ahead based on their track-record and secular grower nature.

10 Fantastic Stocks To Invest In The Post-COVID Digital Economy

Datadog

DocuSign

Livongo Health Inc

Peloton

Wix.com

Zoom Video

Zscaler

"Nearly five months later, the work-from-home tech stocks have given you extraordinary gains, while the traditional slowdown stocks they laid an egg," the "Mad Money" host said.

Jim Cramer reviews biggest winners on the Cramer Covid-19 Index

Fundamentally, the case for Twilio stock has never been stronger. Yet investors should read market signals and wait for a discounted opportunity to materialize.

Fundamentally Relevant Twilio Stock Needs a Breather After Pandemic Run

Twilio continues to perform incredibly well during the pandemic.

Twilio Is Stronger Than Ever

September may see short-term profit taking in Twilio stock. But the long-term growth story remains intact for this cloud communications player.

Twilio Will Likely Dip to $225 Before Reaching $300

Twilio Inc. (TWLO) reported earnings 30 days ago.

Twilio Inc. (TWLO) Down 5% Since Last Earnings Report: Can It Rebound?

Agora

Bandwidth

Most forward indicators are pointing towards the company getting accepted as a leader in the video chat API space.

Agora Can Challenge Twilio

Twilio stock has enjoyed a 300% rally off the March lows. It earned a rest, so it's best to be cautious chasing too late into this rally.

Twilio Stock Is a Rocks Star and May Not Be Done Yet

Cloud stocks are having a banner year, outperforming the broader market, as businesses step up purchases of communication, collaboration and productivity tools.

News for Twilio Stock (TWLO)