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

TWLO's Q3 results are likely to reflect benefits of AI integration, new product launches, customer additions and cost-cutting measures.

Twilio Gears Up to Report Q3 Earnings: What's in the Offing?

In the latest trading session, Twilio (TWLO) closed at $71.24, marking a +0.91% move from the previous day.

Twilio (TWLO) Outperforms Broader Market: What You Need to Know

Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.

Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It

Twilio is inherently undervalued compared to historical trends and its communication peers, despite the market-leading CPaaS position and growing multi-year RPOs. Despite past volatility and market pessimism, its robust profitability highlights its potential for significant upside potential and sustained shareholder returns. The recently released CustomerAI platform has triggered TWLO's raised FY2024 guidance, supporting the stock's recent price rally and raised consensus estimates.

Twilio Is Cheap For A Reason - Reversal Remains Prolonged

Twilio's focus has shifted from growth to profitability, with organic growth rates slipping to 7% in recent quarters, raising valuation concerns. Despite AI integrations, Twilio's growth hasn't accelerated, and the limited gross margins might constrain operating margin expansion. The stock needs a growth catalyst in the upcoming Q3 earnings to justify trading at 18x adjusted EPS targets, as the current focus on GAAP profits may deter new investors.

Twilio: Show Me Quarter Coming Up (Rating Downgrade)

Twilio stock's recent outperformance has calmed the market and brushed aside previous pessimism about its business model. Investors likely expect a robust Q3 update and outlook. Notwithstanding the recent surge, TWLO's valuation remains non-aggressive. Twilio has started to embed Generative AI into its internal workflows and offerings, potentially lifting its gross margins over time.

Twilio: Strong Rally Dispelled Unjustified Fears

Twilio (TWLO) closed the most recent trading day at $70.85, moving +0.91% from the previous trading session.

Twilio (TWLO) Laps the Stock Market: Here's Why

Twilio (TWLO) closed at $70.21 in the latest trading session, marking a -0.41% move from the prior day.

Twilio (TWLO) Registers a Bigger Fall Than the Market: Important Facts to Note

SoundHound AI Inc

While one company is witnessing outstanding growth thanks to AI, the other one is trying to take advantage of this technology to prop up its fortunes.

Better Artificial Intelligence (AI) Stock: SoundHound AI vs. Twilio

In the most recent trading session, Twilio (TWLO) closed at $70.28, indicating a +0.27% shift from the previous trading day.

Twilio (TWLO) Rises But Trails Market: What Investors Should Know

This company's integration of AI tools into its offerings could lead to stronger growth in the long run.

This Incredibly Cheap Tech Stock Has Jumped 20% in 3 Months, and Artificial Intelligence (AI) Could Become a Game Changer for It

In the closing of the recent trading day, Twilio (TWLO) stood at $70.09, denoting a +1.34% change from the preceding trading day.

Twilio (TWLO) Advances While Market Declines: Some Information for Investors

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 2024 results will be released on Wednesday, October 30, 2024, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, October 30, 2024 to discuss its results with the investment community. Investors and analysts can register for the webcast at h.

Twilio to Announce Third Quarter 2024 Results on October 30, 2024

Twilio (TWLO) concluded the recent trading session at $67.48, signifying a +1.83% move from its prior day's close.

Twilio (TWLO) Surpasses Market Returns: Some Facts Worth Knowing

In the latest trading session, Twilio (TWLO) closed at $66.27, marking a -0.18% move from the previous day.

Why Twilio (TWLO) Dipped More Than Broader Market Today

AppLovin Corp

Catalent

Duolingo

Paramount Global

These fives stocks have strong growth potential for the rest of 2024. These are: APP, DUOL, PARAA, TWLO, CTLT.

More Interest Rate Cuts Ahead: 5 Growth Stocks to Benefit

Shares of Twilio Inc (TWLO, Financial) surged 3.22% in mid-day trading on Oct 2. The stock reached an intraday high of $66.54, before settling at $65.78, up from its previous close of $63.73.

Twilio Inc (TWLO) Shares Up 3.22% on Oct 2

TWLO expands its footprint in the AI space through a new partnership with OpenAI.

Twilio Expands in Conversational AI Space: Should You Buy the Stock?

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, announced an integration in collaboration with OpenAI to bring the company's new Realtime API to the Twilio platform. The integration of streaming speech-to-speech (S2S) capabilities – part of the Realtime API – will enable over 300,000 Twilio customers and more than 10 million developers to build powerful conversational AI virtual age.

Twilio Announces Integration with OpenAI's Realtime API for Building Conversational AI Applications

TWLO's leadership in the customer engagement space, combined with its AI-driven innovations, positions it well for future growth.

Twilio Rises 14% in 3 Months: Should Investors Buy the Stock?

Twilio Inc. TWLO provides developers and businesses tools and products to enhance their communications with customers. Its cloud communication-as-a-service (CPaaS) platform offers basic services like voice, email, and SMS messaging to more advanced interactive services like video, artificial intelligence (AI) chatbots, voice application programming interfaces (APIs), and identity authentication.

Seize the Growth: Twilio's AI Innovations Are Driving Huge Upside

This company is harnessing the power of AI to deliver better customer service solutions.

1 Undervalued AI Stock Down 86% to Buy Now

Twilio (TWLO) closed at $63.22 in the latest trading session, marking a +0.94% move from the prior day.

Twilio (TWLO) Increases Despite Market Slip: Here's What You Need to Know

Twilio, a key player in CPaaS, shows promise despite being unprofitable, with a market cap of $9.7B and growing revenue. Q2 2024 revenue exceeded expectations, showing a positive trend towards profitability, with operating expenses decreasing relative to revenue. The CPaaS market is booming, projected to grow at a 30% CAGR by 2029, with Twilio's active customers increasing significantly.

Twilio: Investment On The Verge Of Growth

Twilio Stock Is A Buy As Risk-Reward Looks Favorable

News for Twilio Stock (TWLO)