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 Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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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

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today released its annual State of Personalization Report, which highlights perspectives and predictions from business leaders across twelve countries and a diverse range of industries. The report, now in its fifth year, underscores how evolving consumer demands are driving business leaders to focus on delivering predictive, emotionall.

Twilio Report Reveals Ethical Use of AI Will Be a Competitive Business Advantage

Twilio: Pessimism Won't Last Forever

Twilio (TWLO) enhances Segment's capabilities with Linked Audience and Twilio Data Graph features in an attempt to boost the platform's financial performance.

Twilio (TWLO) Enhances Segment Capabilities With New Features

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SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced at Snowflake Summit 2024, Linked Audiences and the debut of the Segment Data Graph – new product features that enhance Twilio Segment's interoperability with data platforms and warehouses – driving efficiencies for businesses that rely on them for managing customer data, and need a real-time, unified view of their custo.

Twilio Invests in Enhanced Interoperability with Data Platforms and Data Warehouses with Launch of Linked Audiences

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Twilio Inc. (NYSE:TWLO ) J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference May 21, 2024 8:10 AM ET Company Participants Khozema Shipchandler - CEO Conference Call Participants Mark Murphy - JP Morgan Mark Murphy Okay.

Twilio Inc. (TWLO) J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference (Transcript)

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 21, 2024 at 8:10 a.m. (ET) / 5:10 a.m. (PT). A live webcast and replay will be available on Twilio's investor relations website at in.

Twilio to Participate in 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference

Revenue increased by 4% year over year to $1.05 billion. Non-GAAP EPS surged to $0.80.

Twilio's Q1 Earnings: A Detailed Breakdown

Twilio Inc (NYSE:TWLO) stock is 5.1% lower to trade at $60.14 this morning, in the wake of the software company's latest quarterly report.

Twilio Stock Dips After Guidance Disappoints

While headwinds from crypto customers and the unsetting of the software component of the Zipwhip business hurt Twilio's (TWLO) Q1 top-line growth, lower expenses and a reduced share count aid the bottom line.

Twilio (TWLO) Q1 Earnings Beat, Shares Fall on Dim Outlook

While the top- and bottom-line numbers for Twilio (TWLO) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Twilio (TWLO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Twilio (TWLO) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.60 per share. This compares to earnings of $0.47 per share a year ago.

Twilio (TWLO) Surpasses Q1 Earnings and Revenue Estimates

Twilio forecast second-quarter revenue below Wall Street estimates on Tuesday, expecting a slowdown in demand as customers cut back on discretionary spending amid economic uncertainty.

Twilio forecasts quarterly revenue below estimates on weak enterprise spending

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its first quarter ended March 31, 2024. “We are operating with greater financial discipline, operational rigor, and focus on innovation than ever before,” said Khozema Shipchandler, CEO of Twilio. “Our solid first quarter results build on the momentum that we've delivered over the last several quarters, d.

Twilio Announces First Quarter 2024 Results

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Twilio's (TWLO) strong fundamentals, growth initiatives and market positioning make it a compelling choice for investors seeking exposure to the cloud communication solution industry.

Should Twilio (TWLO) be in Your Portfolio Ahead of Q1 Earnings?

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chris Koehler has been appointed Chief Marketing Officer. Chris brings over 25 years of expertise in customer engagement and marketing technology, and a proven track record of driving growth and innovation at industry-leading companies. As CMO, Chris will report to Chief Executive Officer Khozema Shipchandler, and.

Twilio Appoints Chris Koehler Chief Marketing Officer

Twilio (TWLO) reachead $61.52 at the closing of the latest trading day, reflecting a +0.94% change compared to its last close.

Twilio (TWLO) Beats Stock Market Upswing: What Investors Need to Know

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In the latest trading session, Twilio (TWLO) closed at $60.01, marking a -1.59% move from the previous day.

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