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

The company is finally pulling back on its excessive use of stock-based compensation.

Twilio Is Trying to Fix One of Its Biggest Problems

Spotify

Bloomberg entertainment reporter Lucas Shaw joins the podcast to talk about Spotify.

Twilio's Layoffs, Spotify's Strategy, and Super Bowl Ads

Strong fourth-quarter results and Twilio's shift toward profitability got the attention of investors.

Why Twilio Stock Soared 20% Higher This Week

It's the path toward a profitable growth company.

Twilio Announced 4 Major Changes That Should Excite Investors

The tech company's cost-savings efforts show a more disciplined leadership team at Twilio.

Why Twilio Stock Surged on Thursday

Roku

TripAdvisor

As inflation reports keep investors on their toes, Wall Street continues to get additional clues from the earnings confessional.

Analysts Target 3 Stocks After Earnings

Twilio's (TWLO) Q4 performance reflects the benefits of the constant expansion of its international business and the continuous acceleration of digital transformation projects across several industries.

Twilio (TWLO) Jumps 12% on Q4 Earnings Beat, Strong Guidance

The software company's shares are still down more than 60% over the past year.

Twilio Stock Jumps 15% on Job Cuts and Buybacks

Twilio Inc. (NYSE:TWLO ) Q4 2022 Results Conference Call February 15, 2023 5:00 PM ET Company Participants Bryan Vaniman - Senior Vice President-Investor Relations and Corporate Development Jeff Lawson - Co-Founder and Chief Executive Officer Elena Donio - President-Revenue Khozema Shipchandler - Chief Operating Officer Conference Call Participants Meta Marshall - Morgan Stanley Mark Murphy - JPMorgan Michael Turrin - Wells Fargo Securities Paramveer Singh - Oppenheimer Taylor McGinnis - UBS Nick Altmann - Scotiabank Frederick Havemeyer - Macquarie Research Siti Panigrahi - Mizuho Alex Zukin - Wolfe Research Derrick Wood - Cowen Rishi Jaluria - RBC William Power - Baird Patrick Walravens - JMP Operator Good afternoon. My name is Emma, and I will be your conference operator today.

Twilio Inc. (TWLO) Q4 2022 Earnings Call Transcript

Cisco Systems

Shopify

Is the market getting ahead of itself? Is it currently "fighting the Fed"?

Late Trading Higher on Big Quarterly Reports: CSCO, SHOP & More

Twilio (TWLO) delivered earnings and revenue surprises of 344.44% and 2.57%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Beats Q4 Earnings and Revenue Estimates

Twilio Inc shares rose 12% in extended trading on Wednesday after the cloud communications platform reported a better-than-expected quarterly revenue and said it would buy back shares worth $1 billion.

Twilio shares surge on better-than-expected revenue, buyback

Twilio Inc. TWLO, +6.36% announced its first major share-repurchase plan Wednesday, two days after revealing the second large round of layoffs at the software company in less than six months. While cutting costs on employees, Twilio announced Wednesday that its board had approved a $1 billion share-repurchase program; FactSet records show that Twilio has not repurchased any shares in the past four years and less than $30 million since going public in 2013.

Twilio stock jumps 12% after chasing layoffs with first major share-repurchase plan

Twilio Inc (NYSE:TWLO) saw its stock advance around 12% in Wednesday's after hours deals after reporting 22% revenue growth to US$1.02bn for the fourth quarter. It sees the customer engagement platform's full year revenue tally rise 35% year-on-year to US$3.83bn, leading to a US$1.2bn loss (GAAP) for the twelve months.

Twilio stock advances as it confirms 2022 revenue growth

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 fourth quarter and full year ended December 31, 2022.

Twilio Announces Fourth Quarter and Full Year 2022 Results

Twilio is cutting jobs again, announcing plans to drop 17% of its workforce. This is the company's second round of layoffs in five months.

Twilio Layoffs: Twilio News And Twilio Stock Outlook

The software provider has a coherent plan to turn itself into a sustainable company.

Twilio Is Finally Getting Serious About Turning a Profit

84% Of TWLO shares are held by 924 institutions, even more held of float. Average daily trading value: $220 million.

Twilio: Now An Odds-On, 3-Digit CAGR Capital Gain Prospect

The company announced a second round of layoffs as it attempts to realign its business for the current environment.

Why Twilio Stock Is Up Today

Twilio just announced that it will be conducting a round of layoffs that will impact around 17% of its global workforce. The company will also restructure its internal organization and create two business units — Twilio Communications and Twilio Data & Applications.

Twilio cuts 17% of its workforce just months after previous round of layoffs

Twilio, Yahoo, Disney, News Corp, Zoom, eBay, Boeing and Dell have all announced major layoffs this month.

2023 Layoff Tracker: Twilio Cuts 17%

Based on the average brokerage recommendation (ABR), Twilio (TWLO) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric.

Wall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest?

Twilio plans to lay off 17% of its staff, according to an internal email. The company is also reorganizing to create new business divisions.

Twilio plans to lay off 17% of staff, internal email shows

Twilio on Monday announced plans to cut about 1,500 employees, or around 17% of its workforce.

Twilio to lay off about 1,500 employees, or 17% of its workforce

Shares of Twilio Inc. TWLO, +2.58% rallied 2.8% in morning trading Monday, after the communications software company disclosed that it will lay off 17% of its employees as part of a plan to cut costs, streamline its business and become more efficient. Based on 7,867 employees as of the end of 2021, according to the company's latest annual report, that would imply more than 1,300 employees will be laid off.

News for Twilio Stock (TWLO)