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 Inc. (NYSE:TWLO ) Barclays 2022 Global Technology, Media and Telecommunications Conference December 7, 2022 4:20 PM ET Company Participants Jeff Lawson - CEO Conference Call Participants Ryan MacWilliams - Barclays Ryan MacWilliams Okay. Good. We'll get started.

Twilio Inc. (TWLO) Presents at Barclays 2022 Global Technology, Media and Telecommunications Conference (Transcript)

Weak guidance for the fourth quarter torched the software stock.

Why Twilio Stock Lost 34% in November

The mean of analysts' price targets for Twilio (TWLO) points to a 90.6% 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.

How Much Upside is Left in Twilio (TWLO)? Wall Street Analysts Think 91%

Twilio Inc. (NYSE:TWLO ) 6th Annual Wells Fargo TMT Summit Call November 30, 2022 6:10 PM ET Company Participants Khozema Shipchandler - Chief Operating Officer Conference Call Participants Michael Turrin - Wells Fargo Michael Turrin Thanks everyone for sticking with us, Day 2 of the Wells Fargo TMT Summit. I am Michael Turrin, the software analyst.

Twilio Inc. (TWLO) 6th Annual Wells Fargo TMT Summit Conference (Transcript)

LiveRamp Holdings Inc

NEW YORK--( BUSINESS WIRE )--Frame AI, the leading AI-driven platform for Customer Intelligence, announced today that it has raised $7.6M in funding to accelerate growth. The oversubscribed round was led by existing investors G20 Ventures with participation from FirstMark and Greycroft, and attracted majority participation from new institutional investors Velvet Sea Ventures and ValueStream Ventures, and strategic investors Twilio ($TWLO) and LiveRamp ($RAMP). The new funding will be used to expand sales, and to deepen Frame's differentiated capabilities in combining natural language and event data to better understand customer journeys.

Frame AI Raises $7.6 Million for its AI-Driven Customer Intelligence Platform

There's nowhere to go for the stock but up at this valuation.

Twilio's Stock Is Down Big, But It Could Be a Life-Changing Investment at This Price

Palantir Technologies

Which of these beaten-down growth stocks is a better turnaround play?

Better Cloud Stock: Palantir vs. Twilio

Roku

Tesla

There are always bargains to be found if you just know where to look.

Cathie Wood Went Bargain Shopping: 3 Stocks She Bought Hand Over Fist So Far in November

SAN FRANCISCO--( BUSINESS WIRE )--Twilio (NYSE: TWLO) (LTSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the general availability of Twilio Segment for Healthcare & Life Sciences, a HIPAA-eligible customer data platform (CDP) that can improve patients' experiences and health outcomes by unifying Protected Health Information (PHI) data across their entire care journey.

Twilio Unveils Segment for Healthcare & Life Sciences to Break Down Data Silos and Enable Proactive, Customized Care Across the Patient Journey

Investors need to look past the short-term problems that this fast-growing cloud company is facing.

This Cathie Wood Stock May Have Once-in-a-Decade Buying Opportunity

Sands Capital Management recently disclosed its 13F portfolio updates for the third quarter of 2022, which ended on Sept. 30.

Frank Sands Ditches Twilio in 3rd Quarter

Adobe

Datadog

Cloudflare

ServiceNow

Okta

QUALCOMM

Discounted tech stocks to buy are plenty. The great tech wreck of 2022 is in stark contrast to the easy gains investors enjoyed between 2020-2021.

7 Tech Stocks to Buy at a Multi-Year Discount

Twilio (TWLO) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

After Plunging 34.5% in 4 Weeks, Here's Why the Trend Might Reverse for Twilio (TWLO)

Twilio's stock price fell dramatically following the announcement.

Twilio Management Drops a Bomb on Investors!

Twilio's financials suggest uncertainty but analysts believe a rebound may be coming soon, as they give it a HOLD rating.

Despite Financials, Twilio is One To Watch

Twilio is a leading communications platform which is used by businesses such as Airbnb and Shopify to send automated text messages. The company beat revenue growth estimates for third quarter of 2022, but missed on earnings.

Twilio: Atrocious Guidance But There Is Hope

Salesforce

Cloud-software stocks continued to sell off Monday, following one of the space's worst weeks ever, although not as fast as Friday selloff as a few beaten-up stocks received upgrades and giants like Salesforce Inc. bounced back from their worst day in years.

Why Okta, Twilio and Salesforce are bucking the trend of cloud-software stocks' slide

This fallen cloud stock faces a lot of near-term headwinds.

Where Will Twilio Stock Be in 1 Year?

MercadoLibre

These companies are trading well below their regular valuations, so now is the time to buy.

3 Top Buys for November

Atlassian

Here are two SaaS companies that are starting to get interesting at their current prices.

2 SaaS Stocks Worth Taking Another Look At

Weak guidance and uncertainty are not what investors are looking for right now.

Is Twilio Stock a Buy After It Plunged 35% on Friday?

Investors are not happy about mounting losses and weak guidance at this cloud communications business.

Why Twilio Stock Crashed as Much as 45.6% This Week

It has been a bumpy day for stocks overall, with a surge, a plunge and then a resurgence higher today. That said, one stock that investors are keying in on in particular is Twilio (NYSE: TWLO ).

TWLO Stock Alert: What Is Going on With Twilio Today?

CrowdStrike

Fortinet

MongoDB

Palo Alto Networks

First Trust Cloud Computing ETF

Snowflake

WisdomTree Cloud Computing Fund

Workday

The lining in cloud-software stocks Friday was blood red instead of silver.

The cloudburst is upon us: Cloud-software stocks suffering worst declines on record

Management pulled its previous revenue growth forecast, and investors aren't happy.

News for Twilio Stock (TWLO)