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 Q3 2022

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 Q3 2024

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

Twilio's stock has dropped nearly 90% from its all-time high. Its top line growth is slowing down in this tough macro environment.

Twilio Stock: Bear vs. Bull

PALO ALTO, Calif.--(BUSINESS WIRE)--Nylas, the state-of-the-art communications platform giving developers universal access to email, calendar, and contacts providers through a single API integration, and Twilio, the customer engagement platform that drives real-time, personalized experiences, today announced a partnership to leverage Twilio Flex alongside Nylas' communication APIs to enhance customer engagement and developer experiences. The combination of Nylas and Twilio Flex will be able to.

Nylas and Twilio Partner to Transform Development Lifecycles and Strengthen Customer Engagement

Twilio stock has gained some momentum after its latest results showed solid earnings. However, the company's growth is set to slow down further in the current quarter.

Is Twilio Stock a Buy Now?

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 Financial Officer Aidan Viggiano will participate in a fireside chat at the UBS Global Technology Conference on Tuesday, November 28, 2023 at 3:35 p.m. (ET) / 12:35 p.m. (PT). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com. Disclosure Information Twi.

Twilio to Participate in UBS Global Technology Conference

Twilio (TWLO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TWLO crossed above the 200-day moving average, suggesting a long-term bullish trend.

Twilio (TWLO) Recently Broke Out Above the 200-Day Moving Average

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Twilio (TWLO) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TWLO broke through the 50-day moving average, which suggests a short-term bullish trend.

Twilio (TWLO) Crossed Above the 50-Day Moving Average: What That Means for Investors

Twilio Inc. enables software to interoperate between carriers and the Internet, allowing for high-quality interactive communication. Due to the temporary economic downturn, Twilio's stock dropped by 90%, creating a significant buying opportunity. Twilio has consistently beaten earnings estimates and is likely to continue surpassing consensus figures in the future.

Twilio: Top Software Stock Selling At Two Times Sales

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Twilio Inc (NYSE:TWLO) stock is on the rise today, after the company posted upbeat third-quarter results and raised its current-quarter forecast.

Technical Pressure Caps Twilio Stock's Post-Earnings Rally

Twilio Inc (NYSE:TWLO) has reported third-quarter earnings and revenue that beat expectations as it grew the number of active customers using its services. The San Francisco-based customer engagement platform also guided for 4Q earnings well above analysts' estimates, sending its shares higher in Thursday pre-market trading.

Twilio shares gain 3Q earnings surprise; upbeat outlook

While the continuous acceleration of digital transformation projects aids Twilio's (TWLO) Q3 top line, the bottom line benefits from cost-saving initiatives, which include headcount reductions.

Twilio (TWLO) Gains 7% on Q3 Earnings Beat, Strong Guidance

Twilio Inc. (NYSE:TWLO ) Q3 2023 Earnings Conference Call November 8, 2023 5:00 PM ET Company Participants Bryan Vaniman – Senior Vice President-Investor Relations Jeff Lawson – Co-Founder and Chief Executive Officer Khozema Shipchandler – President, Twilio Communications Aidan Viggiano – Chief Financial Officer Conference Call Participants Jeff Hickey – UBS Meta Marshall – Morgan Stanley Mark Murphy – J.P. Morgan Nick Altmann – Scotiabank Kash Rangan – Goldman Sachs Michael Turrin – Wells Fargo Securities Alex Zukin – Wolfe Research James Fish – Piper Sandler Derrick Wood – TD Cowen Ryan Koontz – Needham & Company Pat Walravens – JMP Securities Ryan MacWilliams – Barclays Fred Havemeyer – Macquarie Capital Operator Good afternoon and welcome to the Twilio Third Quarter 2023 Earnings Conference Call.

Twilio Inc. (TWLO) Q3 2023 Earnings Call Transcript

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While Disney continues to dig itself out of its hole, Affirm adds to its stellar 2023 so far on a big revenue beat.

Earnings Beats After the Bell: Affirm, Twilio, Disney, MGM

Shares of Twilio Inc. TWLO, +0.72% gained more than 6% in the extended session Wednesday after the cloud-computing company beat Wall Street estimates for its third-quarter earnings and raised its 2023 guidance for adjusted income from operations. Twilio lost $142 million, or 78 cents a share, compared with $482 million, or $2.63 a share, in the year-ago quarter.

Twilio's stock gains after cloud-computing company raises guidance for the year

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today reported financial results for its third quarter ended September 30, 2023. “Twilio had a strong third quarter, delivering another record quarter of non-GAAP income from operations and free cash flow,” said Jeff Lawson, Twilio's Co-Founder and CEO. “We are building a foundation for profitable growth that enables us to invest in ou.

Twilio Announces Third Quarter 2023 Results

Though softened IT spending may have hurt Twilio's (TWLO) Q3 top line, its cost-saving initiatives, including headcount reduction and several office closures, are likely to have aided the bottom line.

Twilio (TWLO) Set to Report Q3 Earnings: What's in Store?

BOSTON--(BUSINESS WIRE)--Elastic Path, the leader of the composable commerce movement is announcing a partnership with Twilio, the customer engagement platform that drives real-time, personalized experiences for today's leading brands, to break down the barriers that have traditionally made it challenging to launch data-driven commerce personalization. The no-code integration with Twilio Segment, a fully composable Customer Data Platform (CDP), makes it possible for all brands—not just those wi.

Elastic Path Partners with Twilio to Streamline Personalized Commerce Experiences

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BASINGSTOKE, England--(BUSINESS WIRE)-- #conversationalcommercegrowth--Juniper Research has forecast global retail spend via conversational commerce channels will increase to $43 billion by 2028.

Juniper Research: Infobip, Twilio & Vonage Revealed as Global Leaders in Conversational Commerce in Latest Juniper Research Competitor Leaderboard

Twilio remains over 80% lower than all-time highs. The company has made progress in driving expanding profit margins and has a sizable net cash position. Generative AI may bolster the value proposition of Twilio's products, but it is too early to determine its impact.

Twilio: Deep Value Tech Stock With 30% Net Cash, Expanding Margins, And Share Buybacks

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Artificial intelligence (AI) has become an invaluable tool for investors seeking an edge in today's data-driven markets. By analyzing vast amounts of data and identifying patterns and insights that humans cannot, AI empowers investors to make smarter decisions about which stocks to buy, sell, or hold.

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Twilio (TWLO) reachead $52.49 at the closing of the latest trading day, reflecting a -1.58% change compared to its last close.

Twilio (TWLO) Falls More Steeply Than Broader Market: What Investors Need to Know

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News for Twilio Stock (TWLO)