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's business will have a rough 2023. Revenue growth should return in 2024.

Twilio's Stock Is Experiencing a Rally. Time to Buy?

Twilio remains one of the more beaten down tech names even after a recent rally. The company has seen revenue growth almost completely disappear amidst a tough macro environment. Management has sought to offset the disappointing top-line growth with strong improvements in margin expansion.

Twilio: Still Cheap Even After Activist-Driven Rally

Teladoc

Zoom Video

Cathie Wood bought shares of Twilio, Teladoc, and Zoom on Tuesday. Twilio rose on activist news recently, but revenue is on track to decelerate sharply for the eighth quarter in a row.

Cathie Wood Parties Like It's 2021: 3 Stocks She Just Bought

Twilio NYSE: TWLO has become a forgotten name since coming off about 84% from its pandemic highs, set in February 2021. The communication technology company was a favorite amongst growth players.

Is Twilio On The Verge Of A Comeback?

Amazon

PayPal

Amazon increased its margins, yet its valuation hasn't followed suit. PayPal should be seen as a value stock, not a growth one.

Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 and Beyond.

Twilio Inc. TWLO, -2.56% said Thursday it was selling its ValueFirst business to India-based Tanla Platforms Ltd. 532790, +0.19% for an undisclosed price.

Twilio selling ValueFirst business after a little more than 2 years

Twilio (TWLO) reported earnings 30 days ago. What's next for the stock?

Twilio (TWLO) Up 32.6% Since Last Earnings Report: Can It Continue?

Twilio (TWLO) strengthens its partnership with Google Cloud to bring generative AI into its customer engagement product base, which includes Flex, and improve customer experiences and satisfactions.

Twilio (TWLO) Teams Up With Google Cloud on Customer AI

Taiwan Semiconductor Manufacturing

Twilio stock gained momentum in 2023 and investors may want to buy it before AI gives it a shot in the arm. TSMC is the driving force behind Nvidia's dominance in AI chips, and the foundry giant is trading cheaply.

2 Cheap AI Stocks -- That Are Not Nvidia -- to Buy Hand Over Fist Before They Soar Higher

SAN FRANCISCO & SUNNYVALE, Calif.--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, and Google Cloud today announced an expansion of their long-standing partnership to bring Google Cloud generative artificial intelligence (AI) to Twilio's customer engagement products to improve experiences for millions of end users. For more than a decade, Google Cloud and Twilio have been working together to.

Twilio and Google Cloud Expand Partnership to Improve Customer Experience with AI

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today unveiled CustomerAI ahead of SIGNAL, its upcoming user and developer conference. Debuting today in a new video, Twilio's CustomerAI technology couples the power of large language models (LLMs) with the rich customer data that flows through Twilio's Customer Engagement Platform, to help companies unlock the potential of their custo.

Twilio Debuts CustomerAI Ahead of SIGNAL 2023

PagerDuty

Block

If you're looking for the best Cathie Wood stocks for June, you're not going to find Nvidia (NASDAQ: NVDA ) on her shortlist. This is because she thinks the chip company's share price is overpriced.

The 3 Best Cathie Wood Stocks to Buy for June 2023

Twilio has begun a dramatic comeback thanks to AI. AI enhances key functions in Zoom's communications ecosystem.

Betting on the AI Revolution: These Stocks Could Deliver Massive Returns

Airbnb

SoFi Technologies

The market could soon appreciate SoFi's various catalysts. Airbnb's growing influence on the short-term rental market is a likely game changer for its shareholders.

Nvidia Is This Year's Big Winner, but These 3 Hypergrowth Stocks Could Be Next

According to a media report, an activist investor is advocating for a series of changes at the software-as-a-service specialist. Although not all activists are successful in their pursuits, investors are often encouraged by their efforts at "value unlocking.

Why Twilio Stock Triumphed This Week

ARK Innovation ETF

UiPath

Nvidia and other chip companies have skyrocketed thanks to AI-driven demand. But Ark Invest CEO Cathie Wood sees more promise in discounted software stocks.

Cathie Wood Says Software Is the Next Big AI Buying Opportunity -- And These 4 Stocks Could Skyrocket

KORE Group Holdings

ATLANTA , June 1, 2023 /PRNewswire/ -- KORE Group Holdings, Inc. (NYSE: KORE) (NYSE: KOREWS), the global pure-play Internet of Things ("IoT") hyperscaler and provider of IoT Connectivity, Solutions and Analytics, announced today the closing of the acquisition of Twilio's (NYSE: TWLO) IoT business unit. KORE and Twilio previously announced on March 27, 2023, that the two organizations had entered into a definitive agreement for the acquisition.

KORE Continues Journey to Become World's First IoT Hyperscaler with Closing of Acquisition of Twilio's IoT Business Unit

Legion Partners is pushing for board changes and other moves at Twilio. CEO Jeff Lawson is about to lose the supervoting status of his shares.

Why Twilio Stock Was Moving Higher Today

Call traders are pummeling Twilio Inc (NYSE:TWLO) amid news that activist investor Legion Partners is urging the cloud computing concern to make board changes and consider divestitures.

Traders Place Bullish Bets on Twilio Stock

Shares of Twilio raced over 8% on Wednesday following reports that activist hedge fund Legion Partners has engaged in multiple meetings with the software company, advocating for divestitures and board changes. Legion Partners, known for its involvement in the shake-up of Bed, Bath and Beyond, has held at least six meetings in recent months to discuss potential improvements to Twilio's cost structure and explore strategic alternatives, according to a report by The Information.

Twilio stock rises as activist hedge fund presses for changes

Twilio (NYSE: TWLO ) stock is on the rise Wednesday as investors react to news of an activist investor pushing for changes at the communication company. Legion Partners is the activist investor behind today's news.

Why Is Twilio (TWLO) Stock Up 4% Today?

Activist investor Legion Partners is reportedly interested in Twilio, potentially pushing for board changes and divestitures. Twilio's stock remains 85% below its all-time high, and CEO Jeff Lawson's supervoting shares arrangement is set to expire soon. Investors are likely eyeing divesting Twilio's low-margin communications platform, which is cyclical and could depress its valuation from an upward re-rating.

Twilio: Rising From Potential Shareholder Activism

Wood defended the decision to dump Nvidia stock before the company soared to a $1 trillion valuation and said Ark is “onto the next thing.”

Cathie Wood Says Software Stocks Will Ride AI Wave Next — These Three Could Rival Nvidia

NVIDIA

The ongoing artificial intelligence (AI) boom has stolen the attention of stock market investors, leaving them eagerly searching for the next big winner. With Nvidia's (NASDAQ: NVDA) recent success as a key benchmark, market watchers are now on the lookout for the next groundbreaking AI stock that promises significant returns and potential market dominance.

3 AI stocks Cathie Wood thinks could be the next Nvidia

Ambarella

Hewlett Packard

Shares of Twilio Inc. TWLO rose 3.6% in premarket trading after The Information reported that an activist investor with a stake in the software company was pressing it to shake up its board and think about possible divestitures.

News for Twilio Stock (TWLO)