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

Impairment loss on prepaid 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 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

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Earnings data Q3 2026

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.

Twilio reports robust Q4 earnings, eyes sustained growth in 2025

Twilio's Q4 2024 performance showcased strong revenue growth, profitability, and free cash flow generation. Balancing innovation and profitability, Twilio launched new products, expanded channels, and closed significant deals. Looking ahead to 2025, Twilio aims for continued growth, margin expansion, and robust free cash flow generation.

Twilio reports strong Q1 earnings, sets optimistic revenue targets

Twilio's Q1 performance reflects robust revenue growth and operational discipline. The company's focus on innovation, customer care, and product differentiation drives competitive advantage. With strong financials, strategic initiatives, and market recognition, Twilio is poised for continued success.

Twilio reports stellar Q2 results, eyes revenue expansion and innovation

Twilio's Q2 performance showcased robust revenue growth, new product introductions, and strategic partnerships. While facing challenges in margin stabilization and regulatory engagement, the company is well-positioned for revenue expansion. Opportunities lie in large deal growth, enhanced AI capabilities, and potential long-term benefits from regulatory initiatives.

Twilio reports record-breaking Q3 earnings, focuses on innovation for growth

Twilio's Q3 2025 earnings call highlighted exceptional financial performance, strong customer wins, and strategic initiatives to drive growth. The company's focus on innovation, customer experience, and expanding product offerings positions it well for future success. Twilio's ability to adapt to market trends and capitalize on emerging opportunities underscores its resilience and strategic vision.

Twilio reports record revenue in Q4, strengthens position in AI-driven interactions

Twilio's strong Q4 performance and full-year results reflect robust revenue growth and profitability. The company's focus on voice products, strategic partnerships, and innovation positions it well for future success. While facing challenges in a competitive market, Twilio's strengths in revenue diversification, customer relationships, and market recognition provide a strong foundation for growth. Opportunities in expanding revenue streams and market presence offer avenues for continued success. By navigating challenges, leveraging strengths, and capitalizing on opportunities, Twilio can sustain its growth momentum and solidify its position as a key player in the communication technology sector.

Twilio reports robust Q1 earnings, focuses on AI and partnerships

Twilio's Q1 performance reflects strong revenue growth and profitability, driven by successful platform strategies and customer-centric initiatives. While facing challenges in a competitive landscape, Twilio's focus on innovation and strategic partnerships positions it well for sustained growth. Opportunities lie in leveraging messaging services, AI investments, and expanding market reach to drive future success and maintain a competitive edge.