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 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

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Earnings data Q4 2023

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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. TWLO, +1.21% said Wednesday that its board of directors has approved a restructuring plan that will see the company cut about 11% of its staff. The company, which makes software for customer communications, expects to take a $70 million to $90 million charge related to the restructuring plan and reflective of costs around severance, employee transition payments, vesting of stock compensation, and other areas.

Twilio plans to slash 11% of jobs as part of cost-cutting program

Twilio will lay off 11% of its workforce as part of a major restructuring plan, according to a filing.

Twilio to lay off 11% of workforce

The software developer says the move is designed to reduce operating costs and boost margins.

Twilio to Lay Off 11% of Employees

Cloud communications platform provider Twilio Inc said on Wednesday it plans to cut its staff by nearly 11% in a restructuring effort.

Cloud communications platform Twilio to cut staff by 11%

Twilio's shares have performed abysmally year, but now could be a great time to initiate a position.

Should You Buy This Stock That Wall Street Is Projecting Will Double?

Alnylam Pharmaceuticals

Ball Corp

First Solar

Match Group

Palantir Technologies

Shockwave Medical

Trade Desk

Wolfspeed

Zoom Video

Large companies are set to face a new set of challenges in the coming months stemming from Russia's invasion of Ukraine, rising interest rates, and the COVID-19 pandemic.

These Are The Five Best And Worst Performing Large-Cap Stocks In August 2022

An optimistic take from a pair of prognosticators couldn't overcome gloomy sentiment on the company's sector.

Why Twilio Sank on Tuesday Despite a Bullish Analyst Note

This morning, Keybanc Capital Markets resumed coverage on Twilio Inc  ( NYSE:TWLO) with an "overweight" rating and $96 price target.

Twilio Stock Brushes Off Bullish Analyst Coverage

Twilio, Inc. (NYSE:TWLO ) Goldman Sachs Communacopia + Technology Conference 2022 Call September 12, 2022 7:30 PM ET Company Participants Jeff Lawson - Co-Founder, Chairman & Chief Executive Officer Conference Call Participants Kash Rangan - Goldman Sachs Kash Rangan The last session of the day, we're jampacked in a really big room. That's a testament to you guys.

Twilio, Inc. (TWLO) Management Presents at Goldman Sachs Communacopia + Technology Conference 2022 Call Transcript

Shares of this profitless growth tech stock rallied, likely on hopes for a good inflation report tomorrow.

Why Twilio Rallied Today

Lumen Technologies

Mobilicom 

Microsoft

Netflix

Pure Storage

Although the technology sector remains embattled heading into the fall, the red ink opens opportunities for the best tech stocks to buy in September. To be fair, the narrative for the innovation space presents significant challenges.

The 7 Best Tech Stocks to Buy in September

Twilio, like many other growth stocks, has crashed. I've covered Twilio in the past, so I think it's time to update my thoughts on it after this crash.

What To Expect From Twilio After The Crash

Disappointing guidance weighed on the SaaS stock last month.

Why Twilio Dropped 18% in August

Duos Technologies Group

Ideanomics Inc

NVIDIA

UiPath

Splunk

Upstart Holdings

While there are plenty to choose from the best AI stocks hold next-generation potential. AI is a rapidly evolving industry with plenty of wiggle room for companies to carve out a niche.

7 Best AI Stocks to Buy Now

Disney

Two of these incredible stocks look like no-brainer buys today. The third one suggests a slower plan of attack.

3 Top Stocks to Watch in September

Here are two stocks we just have to buy at these current prices.

2 Stocks We Simply Have to Buy at These Prices

The core business just isn't profitable enough to justify the company's prolific spending.

Twilio's Spending Is Out of Control

Long-term investors might see this as a steal.

Is Twilio Stock Too Cheap to Ignore?

Twilio's aggressive expansion efforts have obviously paid off, with a 38% share in the CPaaS market by 2021. Despite the appearance of cash burn thus far, the TWLO management has guided profitability from FY023 onwards.

Twilio Is Racing Forward With Frantic Land Grab Strategies

U.S. messaging giant Twilio has confirmed hackers also compromised the accounts of some Authy users as part of a wider breach of Twilio's systems. Authy is Twilio's two-factor authentication (2FA) app it acquired in 2015.

Twilio says breach also compromised Authy two-factor app users

Wall Street is underestimating this strong SaaS stock.

Is Twilio Stock a Buy Despite Falling 83%?

DoorDash

Food delivery giant DoorDash has confirmed a data breach that exposed customers' personal information. In a blog post shared with TechCrunch ahead of its publication at market close, DoorDash said malicious hackers stole credentials from employees of a third-party vendor that were then used to gain access to some of DoorDash's internal tools.

DoorDash hit by data breach linked to Twilio hackers

The hackers that breached Twilio earlier this month also compromised over 130 organizations during their hacking spree that netted the credentials of close to 10,000 employees.

Twilio hackers breached over 130 organizations during months-long hacking spree

Roku

Shopify

It's been a rough year for growth stocks, and thus a rough year for Cathie Wood. In fact, it's been longer than that, as her flagship fund, the ARK Innovation ETF (NYSEARCA: ARKK ), topped out in February 2021.

News for Twilio Stock (TWLO)