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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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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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

This could be a great time to pick up shares of a fantastic growth stock at a poorly motivated discount.

Twilio Crushes Q4 Expectations, Shares Fall 7% on Modest Bottom-Line Guidance

Cloud communications platform provider Twilio Inc (NYSE: TWLO) reported fourth-quarter results that came in better than expected, but 2020 guidance has some investors concerned.

Twilio's 2020 Outlook Has Investors Worried: What Does The Street Think?

Twilio Inc. (TWLO) CEO Jeff Lawson on Q4 2019 Results - Earnings Call Transcript

Twilio Inc. (TWLO) delivered earnings and revenue surprises of 300.00% and 6.01%, respectively, for the quarter ended December 2019.

Twilio Inc. (TWLO) Q4 Earnings and Revenues Beat Estimates

Twilio earnings for the fourth quarter topped expectations but March quarter and 2020 guidance was mixed. Twilio stock, which has been in rally mode in 2020, fell in extended trading.

Twilio Earnings, Revenue Top Views, Stock Falls On 2020 Profit Outlook

Twilio Inc. shares TWLO, -3.60% dropped more than 2% in after-hours trading Wednesday after the company topped expectations with its latest results but projected a loss for the first quarter and the year ahead, whereas analysts were modeling positive adjusted earnings.

Twilio stock falls after forecast calls for a loss

Twilio (NYSE: TWLO) reported fourth-quarter earnings of 4 cents per share on Wednesday, which beat the analyst consensus estimate of 1 cent.

Twilio Falls On Lower Q1 EPS Guidance

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Twilio, General Motors, Peloton and IBM were our top stock trades for Thursday. Here's what the charts look like now.

4 Top Stock Trades for Thursday: GM, TWLO, IBM, PTON

On Wednesday, February 5, Twilio (NYSE: TWLO) will release its latest earnings report.

Q4 Earnings Outlook For Twilio

Twilio's long-term growth story looks intact regardless of whether its billing issues persisted in Q4. But if the firm lives up to expectations, it could add to TWLO stock's already impressive rally.

Twilio Earnings Preview: TWLO Stock Could Be This Year’s Market Darling

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Zscaler

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5 Best-Performing Stocks of the Best ETF of January

Twilio Inc (NYSE: TWLO) is in the process of transforming from being a software provider for voice and SMS services to a strategic vendor for customer engagement solutions, according to Cowen.

Twilio Has Multibillion-Dollar Potential, Cowen Says In Bullish Initiation

Twilio's (TWLO) Q4 results are likely to have benefited from a higher client base. However, billing errors and increasing expenses might have been raised concerns.

Twilio (TWLO) to Post Q4 Earnings: What's in the Offing?

Does this software company have the required trio of ingredients to make you a millionaire?

Could Twilio Be a Millionaire-Maker Stock?

The in-app communications leader was a dud in 2019, but the year ahead could be more promising.

Twilio Investors: A 2020 Survival Guide

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One of the highest-growth secular tech trends of the 2020s will be cloud computing.

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Alteryx

Cadence Design Systems

Coupa Software

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Alteryx stock has surged 35% in 2020. Coupa Software, Twilio, Datadog and Cadence Design Systems are other software stocks near buy points.

Alteryx, Twilio, Coupa Software, Datadog, Cadence Design: Software Stocks Near Buy Points

Twilio Inc. (TWLO) closed at $119.12 in the latest trading session, marking a +0.03% move from the prior day.

Twilio Inc. (TWLO) Stock Moves 0.03%: What You Should Know

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Schlumberger

Boeing, Amazon, Pinterest, Twilio and Schlumberger were our top stock trades as we head into the three-day holiday weekend.

5 Top Stock Trades for Tuesday: BA, PINS, AMZN

After a 25% rally over the past month, TWLO stock has sprinted into fully valued territory, and further upside potential seems limited. 
The post Twilio Stock Is a Winner, But How Much Higher Can It Go in 2020?

Twilio Stock Is a Winner, But How Much Higher Can It Go in 2020?

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The market's moving higher in the early days of January, but some stocks are cranking out gains of more than 10% through the first seven trading days of the year.

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Watching TV isn't typically viewed as a career launchpad. But it was for Twilio CEO Jeff Lawson.

Twilio CEO Lawson Tinkers Until Solving Customers' Problems

Twilio stock won't be in turnaround mode anytime soon. Twilio stock has been in free fall but there is no financial turnaround likely in the company's near-term future.

Twilio Stock Won’t Be In Turnaround Mode Anytime Soon

Twilio: Stuck At $100

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Cloud infrastructure took off in the 2010s, making it easier to launch apps and creating many billions of dollars in stock market value.

News for Twilio Stock (TWLO)