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.

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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

Zoom Video

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

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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.

Twilio Gears Up to Report Q3 Earnings: What's in the Offing?

In the latest trading session, Twilio (TWLO) closed at $71.24, marking a +0.91% move from the previous day.

Twilio (TWLO) Outperforms Broader Market: What You Need to Know

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 a Trending Stock: Facts to Know Before Betting on It

Twilio is inherently undervalued compared to historical trends and its communication peers, despite the market-leading CPaaS position and growing multi-year RPOs. Despite past volatility and market pessimism, its robust profitability highlights its potential for significant upside potential and sustained shareholder returns. The recently released CustomerAI platform has triggered TWLO's raised FY2024 guidance, supporting the stock's recent price rally and raised consensus estimates.

Twilio Is Cheap For A Reason - Reversal Remains Prolonged

Twilio's focus has shifted from growth to profitability, with organic growth rates slipping to 7% in recent quarters, raising valuation concerns. Despite AI integrations, Twilio's growth hasn't accelerated, and the limited gross margins might constrain operating margin expansion. The stock needs a growth catalyst in the upcoming Q3 earnings to justify trading at 18x adjusted EPS targets, as the current focus on GAAP profits may deter new investors.

Twilio: Show Me Quarter Coming Up (Rating Downgrade)

Twilio stock's recent outperformance has calmed the market and brushed aside previous pessimism about its business model. Investors likely expect a robust Q3 update and outlook. Notwithstanding the recent surge, TWLO's valuation remains non-aggressive. Twilio has started to embed Generative AI into its internal workflows and offerings, potentially lifting its gross margins over time.

Twilio: Strong Rally Dispelled Unjustified Fears

Twilio (TWLO) closed the most recent trading day at $70.85, moving +0.91% from the previous trading session.

Twilio (TWLO) Laps the Stock Market: Here's Why

Twilio (TWLO) closed at $70.21 in the latest trading session, marking a -0.41% move from the prior day.

Twilio (TWLO) Registers a Bigger Fall Than the Market: Important Facts to Note

SoundHound AI Inc

While one company is witnessing outstanding growth thanks to AI, the other one is trying to take advantage of this technology to prop up its fortunes.

Better Artificial Intelligence (AI) Stock: SoundHound AI vs. Twilio

In the most recent trading session, Twilio (TWLO) closed at $70.28, indicating a +0.27% shift from the previous trading day.

Twilio (TWLO) Rises But Trails Market: What Investors Should Know

This company's integration of AI tools into its offerings could lead to stronger growth in the long run.

This Incredibly Cheap Tech Stock Has Jumped 20% in 3 Months, and Artificial Intelligence (AI) Could Become a Game Changer for It

In the closing of the recent trading day, Twilio (TWLO) stood at $70.09, denoting a +1.34% change from the preceding trading day.

Twilio (TWLO) Advances While Market Declines: Some Information for Investors

Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

News for Twilio Stock (TWLO)