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 Q1 2022

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Earnings data Q4 2022

Earnings data Q1 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

Zoom Video

These two stocks did well during 2020 and 2021, but 2022 hasn't been as kind.

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Twilio is a leader in communications as a service. Its customers include Netflix, Airbnb, Salesforce, and more. The company is poised to ride secular growth trends in communications, cloud contact centers, Big Data, and even IoT.

Twilio: Undervalued With Blistering Growth Ahead

Twilio's core business is performing well. Strong monetization rates support Twilio's organic growth.

Twilio: A Speculative Buy, Here's Why

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Twilio is down 80% from all time highs. The company has guided for non-GAAP profitability starting next year and is still growing at a 30+% rate.

Buy Twilio Hand Over Fist

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SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO) (LTSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its second quarter 2022 results will be released on Thursday, August 4, 2022, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, August 4, 2022, to discuss its results with the investment community. Investors and analysts should register for the

Twilio to Announce Second Quarter 2022 Results on August 4, 2022

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A cloud sector CEO made some comments Monday that appear to be dragging down most of his industry.

Why Cloud Stocks Atlassian and Twilio Were Getting Hammered Today

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Though Twilio (TWLO) has fallen out of favor among investors, we consider that it is wise to continue holding the stock for long-term gains, given the strength of its fundamentals and solid prospects.

Here's Why Investors Should Retain Twilio (TWLO) Stock Now

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The cloud communications provider continues its epic losing streak.

Why Twilio Stock Fell 20% in June

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The cloud-based communications platform-as-a-service provider, Twilio (TWLO) officially enters Canada's booming technology sector and expands its reach outside of the United States.

Twilio (TWLO) Enters Canadian Technology Market, Boosts Presence

After a steep sell-off, continued success, and excellent risk mitigation, the stars are aligning for Twilio.

My Top Tech Stock to Buy Right Now (and It's Not Even Close)

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 its official entrance into the Canadian market. Over 268,000 global businesses have turned to Twilio to deliver best-in-class digital customer experiences. The company's leading customer engagement platform delivered 1.3 trillion emails and sent nearly 127 billion messages between businesses and their custo

Twilio Makes Its Debut in Canada's Booming Tech Scene

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The TWLO stock has declined 65% in 2022, the fundamentals do not show a great reason for the decline to stop anytime soon. The post Twilio Is a Sell as its Growth Story Has Failed to Bring Any Profits Yet appeared first on InvestorPlace.

Twilio Is a Sell as its Growth Story Has Failed to Bring Any Profits Yet

Why Twilio Stock is Looking Impressive for Long-Term Investors

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News for Twilio Stock (TWLO)