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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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

Earnings data Q2 2024

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 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

Affirm

Disney

MGM Resorts

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

Archer Aviation

PagerDuty

Roblox

Recursion Pharmaceuticals

Teradyne

In the dynamic world of investing, Cathie Wood stocks continue to draw both bullish advocates and bearish critics. Cathie Wood's Ark Invest isn't your conventional ETF or mutual fund manager.

The 7 Best Cathie Wood Stocks to Buy Now: November Edition

Vonage Hlds

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

Datadog

UiPath

Snowflake

Block

Zoom Video

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.

7 Stocks That AI Predicts Will Soar in 2024

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

CrowdStrike

Skyworks Solutions

While artificial intelligence ( AI ) has made immense strides, text-based AI models admittedly still lack the nuanced understanding of the stock market that human experts can develop over years of experience. However, AI can be a useful tool for discovering intriguing investment ideas that we might not have otherwise considered.

3 Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2024

Ginkgo Bioworks Holdings

Twilio's latest installment in AI can help its 300,000 customers bring on an entirely new level of customer engagement. UiPath is well positioned to take advantage of secular trends in AI given its ability to integrate with major cloud players Microsoft, Amazon, and Alphabet.

Hidden Gems: 3 Stealthy AI Stocks Quietly Conquering the 2023 Market

Twilio is a concealed value play with a strong margin of safety, offering an attractive option for value-focused investors. Twilio has access to a wealth of unique product usage and user data. This synergy between data, communications, and AI presents significant growth potential.

Twilio: An Underappreciated Value Opportunity

Twilio's growth has slowed down alongside the economy. Management has made several moves to inch closer to profitability.

Got $100? Here's 1 Stock You Should Consider Buying on the Dip

After providing you with a brief review of Twilio's Q2 2023 earnings report recently, I wanted to take time to analyze Twilio's competitive positioning.

Twilio: A Micro-Microsoft

Twilio (TWLO) reachead $58.13 at the closing of the latest trading day, reflecting a +1.38% change compared to its last close.

Twilio (TWLO) Rises As Market Takes a Dip: Key Facts

SAN FRANCISCO--(BUSINESS WIRE)--New research from Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, shows that AI automation has emerged as the primary means by which businesses are looking to grow revenues and operate efficiently. Twilio Segment's 2023 Growth Report, a study of 2,450 business leaders, found that 88% of businesses are already using some form of AI in their marketing efforts this year, and more than.

Most Companies Are Already Using AI in Marketing Campaigns — Over Half Plan to Spend Even More in 2024

Twilio is going through a rough patch right now, but its growth could accelerate thanks to the huge opportunities in the contact center space. The company's focus on incorporating generative AI into its applications could give its growth a shot in the arm.

Missed Out on Nvidia? 1 Incredibly Cheap AI Stock to Buy Hand Over Fist Before It Jumps 250%

Align Technology

Keurig Dr Pepper Inc

Ulta Beauty

Zimmer Biomet Hlds

We have narrowed our search to five large-cap (market capital > $10 billion) stocks with attractive valuations. These stocks are: TWLO, KDP, ULTA, ALGN, ZBH.

5 Large-Cap Stocks to Buy on the Dip for Q4 2023

NEW YORK--(BUSINESS WIRE)--Twilio Segment Customer Data Platform partners with Yahoo to enable advertisers to activate their first-party data across screens without cookies.

Yahoo To Integrate Identity Solution with Twilio Segment To Drive Greater Advertiser Relevance, Reach

Twilio and Zoom both trade about 90% below their all-time highs. Both companies face competitive and macro challenges.

Better Buy: Twilio vs. Zoom Video Communications

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its third quarter 2023 results will be released on Wednesday, November 8, 2023, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, November 8, 2023, to discuss its results with the investment community. Investors and analysts should register for the call in.

Twilio to Announce Third Quarter 2023 Results on November 8, 2023

Twilio (TWLO) collaborates with The International Federation of Red Cross and Red Crescent Societies to power the latter's digital help desk in Europe.

Twilio (TWLO), IFRC Team Up to Deploy Flex for Ukraine Conflict

Considering Twilio's (TWLO) impressive growth profile and attractive valuation, we believe it is the right time to invest in the stock.

News for Twilio Stock (TWLO)