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

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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

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Despite continued macro headwinds, pockets of opportunity remain among the best communication services stocks.

Best Communication Services Stocks to Buy Now

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The tech industry has seen a string of layoffs in the face of uncertain economic conditions.

Google, Meta, Amazon and other tech companies have laid off more than 95,000 employees in the last year

LONDON and NEW YORK , March 14, 2023 /PRNewswire/ -- Following a recent round of $40m Series B funding , in which Twilio Ventures participated, PolyAI and Twilio today announced the integration of PolyAI's customer-led conversational assistant with Twilio Flex and Twilio Programmable Voice , the world's most flexible contact center platform. Twilio Flex allows enterprises to deploy a 100% cloud-based contact center in days, not months.

PolyAI Deepens Partnership with Twilio to Provide Customer-Led Conversational Assistants

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Cloudflare is rapidly growing its large customer count. Investors have gotten short-sighted with Twilio's stock.

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The communication services sector includes companies that offer communication services using fixed-line networks and those that offer wireless access and services.

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The average of price targets set by Wall Street analysts indicates a potential upside of 32.7% in Twilio (TWLO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Believe Twilio (TWLO) Could Rally 32.69%: Here's is How to Trade

According to the average brokerage recommendation (ABR), one should invest in Twilio (TWLO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic.

Twilio (TWLO) Is Considered a Good Investment by Brokers: Is That True?

Twilio Inc. (NYSE:TWLO ) Morgan Stanley Technology, Media & Telecom Conference March 8, 2023 6:55 PM ET Company Participants Jeff Lawson - Co-Founder & Chief Executive Officer Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall All right. Perfect. Welcome everybody.

Twilio Inc. (TWLO) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Twilio delivered a big earnings beat and the company's bottom line is expected to grow at a terrific pace. The cloud communications specialist has short- and long-run potential thanks to the market it is operating in.

A Bull Market Is Coming: 1 Hot Growth Stock to Buy Hand Over Fist Before It Soars 49%, According to Wall Street

Shares of Twilio Inc (NYSE: TWLO) have already gained nearly 50% since the start of the new year but CEO Jeff Lawson still sees the stock as “undervalued”. Director Dubinsky also recently bought TWLO On Friday, VerityData revealed Lawson to have loaded on $10 million worth of Twilio stock.

Twilio CEO sees his company's stock as undervalued

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If you're looking for the best fintech stock to buy, the world's largest fintech exchange-traded fund (ETF) is an excellent place to start. That distinction is held by Cathie Wood's ARK Fintech Innovation ETF (NYSEARCA: ARKF ), with total net assets of $860.4 million.

What Is the Best Fintech Stock to Buy Now? Our 7 Top Picks.

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

Twilio (TWLO) Recently Broke Out Above the 20-Day Moving Average

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These stocks can sustain their solid start to the year and deliver more upside in 2023 and beyond.

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Twilio (TWLO) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Twilio (TWLO) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

APIs are the building blocks of how the world of technology works: used to integrate applications with each other, API calls make up the majority of global internet traffic these days.

Mobile carriers team up with AWS, Microsoft to launch Open Gateway, a set of Twilio-like APIs to tap network services

Twilio has finally made a move toward profitability, but there's another trend worth keeping an eye on.

1 Reason to Buy Twilio Stock, and 1 Reason to Sell

The mean of analysts' price targets for Twilio (TWLO) points to a 37% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Does Twilio (TWLO) Have the Potential to Rally 36.98% as Wall Street Analysts Expect?

CEO Jeff Lawson has led Twilio since the beginning.

I Have Full Confidence in Twilio's Management Despite Recent Struggles

Twilio offers communications as a service, such as automated text messages for a variety of companies from Airbnb to Morgan Stanley. The company reported solid financial results for Q4 22 as it beat both top and bottom line estimates.

Twilio: Solid Earnings With A ChatGPT Catalyst

Twilio reported a surprise profit when reporting Q4'22 earnings last week, but the stock has sold off the last couple of trading days. The customer engagement platform has now reduced 26% of the workforce and is focusing on profitable growth and self-serve communications sales.

Twilio: Be Careful What You Ask For

Twilio stock is heating up after getting obliterated by the bear market.

Twilio Accelerates Its Profit-Margin Expansion Plans. Is It Too Late to Buy?

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Although the implosion of the equities sector in 2022 particularly impacted the technology sphere – and thus caused mass layoffs – certain tech stocks to buy may offer compelling discounts. With the Federal Reserve determined to control inflation through ever-rising interest rates if necessary, the sector needs to downsize.

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TWLO's moat has grown stronger. With many companies racing to integrate ChatGPT-like capability into their tech offerings, TWLO has already offered an API language model since 2020. No matter voice or text applications, the integration possibility is unlimited across SMS, online messaging, voice calls, emails, and contact centers, amongst others.

News for Twilio Stock (TWLO)