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 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.

Twilio to lay off 17% of its employees to cut costs, while providing upbeat Q4 guidance

Cloud communications company Twilio Inc said on Monday it was eliminating about 17% roles and closing some offices as part of a restructuring effort to focus on profitability.

Twilio to cut 17% staff, close offices to focus on profitability

Cloud communications company Twilio Inc said on Monday it was eliminating about 17% roles and closing some offices.

Twilio to cut 17% staff, close offices

Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Twilio (TWLO) Report Negative Earnings Next Week? What You Should Know

HubSpot

Palantir Technologies

Beaten-down enterprise software stocks got a relief rally in January. But will the good times last?

Why Palantir, Twilio, and HubSpot Each Surged Over 20% in January

Twilio has experienced a dramatic recovery from last year's lows.

Is It Too Late to Buy Twilio Stock?

Airbnb

3 Recovering Tech Stocks These Investors Would Buy Without Hesitation

Twilio's price chart is reminiscent of the dot-com bubble.

1 Stock Slated for a Jaw-Dropping Recovery in 2023

Blackrock Inc

CME Group

Cummins

Honeywell

Intercontinental Exchange

Iron Mountain

Illinois Tool Works

Coca-Cola

Leggett & Platt

Medtronic

Altria

Realty Income Corp

Omega Healthcare Investors

S&P Global

AT&T

Thermo Fisher Scientific

Tractor Supply

Unilever

Visa

Yum China Hlds

Analyzing my real-life portfolio's dividend growth for 2022. Dividend growth pulled back some compared to 2021; however, it was still a strong year of dividend growth.

Dividend Growth Checkup - 2022

Is Twilio Stock a Buy in 2023?

SAN FRANCISCO--( BUSINESS WIRE )--Customer data platforms have become a cornerstone of the modern technology stack as companies move to leverage an explosion of consumer data, according to a new report from Twilio Segment (NYSE:TWLO). The fourth annual Customer Data Platform Report, which reflects the findings of anonymized usage data from Twilio Segment's 25,000+ customers, finds that businesses are prioritizing efficiency and looking to deliver results from the trillions of data points they've cumulatively collected across the platform.

Twilio Segment Releases 2023 CDP Report, Reveals Rush to CDPs to Drive Efficient Growth

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 fourth quarter and full year 2022 results will be released on Wednesday, February 15, 2023, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, February 15, 2023, to discuss its results with the investment community. Investors and analysts should register for the call in advance by visiting https://conferencingportals.com/event/unKcrkys. A live webcast will also be available on the Twilio Investor Relations website at https://investors.twilio.com. A replay will be available at (800) 770-2030 (U.S.) or (647) 362-9199 (non-U.S.) with conference ID 80378 until 11:59 p.m. (ET) on February 22, 2023.

Twilio to Announce Fourth Quarter and Full Year 2022 Results on February 15, 2023

TWLO has suffered from idiosyncratic and macro headwinds, and has seen a staggering fall from grace since the Covid bubble burst in software/tech. We think with the right catalyst path, TWLO can be a 'diamond in the rough' investment here, a present under the tree.

Twilio: A Present Under The Tree For 2023

Cloudflare

These beaten-down growth stocks are winning big from huge end-market opportunities.

2 Growth Stocks Down 62% to 77% That Could Double In 5 Years

Global-e Online Ltd

Upwork Inc

Under-the-radar stocks to buy are an exciting and daring way to invest. Smart investors understand that under-the-radar stocks have greater potential for significant returns since their undervaluation makes them underpriced compared to their actual promise.

3 Under-The-Radar Stocks to Buy with over 50% Upside Potential

Twilio has fallen so much that it is down 70% from 2019 levels. Management finally withdrew previous guidance to the dismay of the market.

News for Twilio Stock (TWLO)