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 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 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

Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Is Trending Stock Twilio Inc. (TWLO) a Buy Now?

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Transcend Named to the Deloitte Technology Fast 500™

LONDON--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the honorees of the second annual AI Startup Searchlight Awards at SIGNAL London 2024. This year's awards also mark Twilio's 16th birthday, or “sweet sixteen,” with a cohort of 16 startups using Twilio's communication tools alongside cutting-edge AI, large language models (LLMs), and big data to transform customer engagement.

Twilio Unveils the Honorees of the 2024 AI Startup Searchlight Awards

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 the company will host its 2025 Investor Day on Thursday, January 23, 2025 in San Francisco starting at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time. Twilio will be webcasting the event live. Investors and analysts can register for the webcast at https://edge.media-server.com/mmc/p/zdc7uaa5/. The live webcast and.

Twilio Announces Upcoming 2025 Investor Day

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Value, Growth, Momentum and Top Ranks (TWLO, COHR, LRN)

Twilio Inc (NYSE:TWLO) stock is trading at two-year highs today, following an upgrade from Wells Fargo to "overweight" from "equal weight," to go with a price-target hike to $120 from $80.

Twilio Stock Hits 2-Year Highs on Wells Fargo Upgrade

Does Twilio (TWLO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Twilio (TWLO) is a Great Momentum Stock: Should You Buy?

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Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.

Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know

Thanks to AI, this cloud stock has stepped on the gas and is attractively valued right now.

This Artificial Intelligence (AI) Stock Has Gone Parabolic, and Buying It Is a No-Brainer Right Now

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TWLO, TILE and ZIM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on November 6, 2024.

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Both companies are focused on integrating AI tools into their platforms to boost their growth rates.

Better Artificial Intelligence (AI) Stock: Zoom Video Communications vs. Twilio

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 it will participate in the following investor conferences: Chief Executive Officer Khozema Shipchandler will host investor meetings at the Stifel Midwest 1x1 Conference on Thursday, November 7, 2024. President of Twilio Segment Thomas Wyatt will participate in a fireside chat at the Scotiabank Second Annual Global.

Twilio to Participate in Upcoming Investor Conferences

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Here's Why Twilio (TWLO) is a Strong Momentum Stock

Twilio (TWLO) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Twilio Inc. (TWLO) Hits Fresh High: Is There Still Room to Run?

Twilio shares just skyrocketed -- but why? Here's what you need to know about the software developer's third-quarter results.

Why Twilio Stock Jumped 18% Today

TWLO's third-quarter 2024 results reflect the benefit of growth in communications revenues and improved cost discipline.

Twilio Q3 Earnings Beat: Will Upbeat Guidance Lift the Stock?

Start Time: 17:00 January 1, 0000 6:03 PM ET Twilio, Inc. (NYSE:TWLO ) Q3 2024 Earnings Call October 30, 2024, 17:00 AM ET Company Participants Khozema Shipchandler - CEO Aidan Viggiano - CFO Bryan Vaniman - SVP of IR Conference Call Participants Arjun Bhatia - William Blair Jim Fish - Piper Sandler Rich Magnus - Wolfe Research Taylor McGinnis - UBS Ryan MacWilliams - Barclays Meta Marshall - Morgan Stanley Rich Poland - Wells Fargo Nick Altmann - Scotiabank Billy Fitzsimmons - Jefferies Operator Good day, and thank you for standing by. Welcome to Twilio, Inc. Third Quarter 2024 Earnings Conference Call.

Twilio, Inc. (TWLO) Q3 2024 Earnings Conference Call Transcript

The headline numbers for Twilio (TWLO) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Twilio (TWLO) Q3 Earnings: A Look at Key Metrics

Twilio (TWLO) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.58 per share a year ago.

Twilio (TWLO) Tops Q3 Earnings and Revenue Estimates

Twilio stock rose after the maker of communications software reported Q3 earnings that topped views and raised its full-year sales outlook. The post Twilio Earnings Top Estimates.

Twilio Earnings Top Estimates. Software Maker Raises Revenue Outlook.

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 third quarter ended September 30, 2024. “Twilio continues to operate with financial discipline, operating rigor, and focused innovation, which has enabled us to deliver a strong third quarter of double-digit revenue growth and solid free cash flow generation,” said Khozema Shipchandler, CEO of Twilio.

Twilio Announces Third Quarter 2024 Results

Twilio (TWLO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Twilio (TWLO) Upgraded to Buy: Here's What You Should Know

TWLO's Q3 results are likely to reflect benefits of AI integration, new product launches, customer additions and cost-cutting measures.

News for Twilio Stock (TWLO)