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

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

AcuityAds Holdings

Spotify

These stocks are chosen, not only because of their current metric ratios but also on the basis of their potential.

These Tech Stocks Are So Cheap at the Moment; Don't Miss Out.

Twilio Inc (NYSE: TWLO) sure is one of the hardest hit tech names this year, but the stock down more than 65% is still “not” a buy, as per a Stifel analyst.

Should you buy Twilio stock on post earnings weakness?

Twilio, Inc (NYSE: TWLO) was plunged over 18% at one point on Friday after issuing third-quarter guidance that came in below estimates. The company's outlook also prompted a number of analysts to downgrade and slash price targets on the stock.

Twilio Stock: A Look At The Technicals After Disappointing Guidance Hampers Q2 Earnings Beat

Specializing in communications API (application programming interface) platforms, Twilio (NYSE: TWLO ) allows enterprises such as ride-sharing facilitator Uber (NYSE: UBER ) to custom-build automated messaging channels. However, TWLO stock was only communicating pain on Friday despite the underlying company delivering a top-and-bottom beat for the second quarter.

Why Is Twilio (TWLO) Stock Down 15% Today?

Software concern Twilio Inc  ( NYSE:TWLO) is plummeting today, last seen down 12% to trade at $86.40 ahead of Wall Street's open.

Analysts Blast Plummeting Twilio Stock After Weak Outlook

Twilio's (TWLO) Q2 performance reflects the benefits of the constant expansion of its international business and the continuous acceleration of digital transformation projects across several industries.

Twilio (TWLO) Posts Narrower-Than-Expected Q2 Loss, Solid Sales

Twilio (TWLO) delivered earnings and revenue surprises of 45% and 2.80%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Reports Q2 Loss, Tops Revenue Estimates

Twilio, Inc. (NYSE:TWLO ) Q2 2022 Earnings Conference Call August 4, 2022 5:00 PM ET Company Participants Bryan Vaniman - IR Jeffrey Lawson - Co-Founder, Chairman & CEO Khozema Shipchandler - COO & Principal Financial Officer Elena Donio - President, Revenue Conference Call Participants James Wood - Cowen and Company Meta Marshall - Morgan Stanley William Power - Robert W. Baird & Co. Mark Murphy - JPMorgan Chase & Co. Brent Bracelin - Piper Sandler & Co. Patrick Walravens - JMP Securities Michael Turrin - Wells Fargo Securities Ryan MacWilliams - Barclays Bank Nicholas Altmann - Scotiabank Samad Samana - Jefferies Ryan Koontz - Needham & Company Operator Good afternoon.

Twilio, Inc. (TWLO) CEO Jeffrey Lawson on Q2 2022 Results - Earnings Call Transcript

Twilio Inc. shares fell in the extended session Thursday after the software company's outlook came in below Wall Street expectations following a reported beat in the previous quarter.

Twilio stock declines as weak outlook follows a quarterly beat

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 reported financial results for its second quarter ended June 30, 2022. “We closed a strong second quarter, delivering $943 million in revenue and 41% year-over-year growth, while also signing our largest Flex deal ever,” said Jeff Lawson, Twilio's co-founder and CEO. “Based on our results and what we're currently see

Twilio Announces Second Quarter 2022 Results

Twilio's (TWLO) Q2 revenues are expected to have benefited from the accelerated digital transformation and recent acquisitions, while the elevated spending on product and market expansions might have weighed on earnings.

Twilio (TWLO) to Report Q2 Earnings: What's in the Offing?

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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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SoFi isn't quite good enough to join the Profit & Protection buy list, but it has attributes that make it worth watching for the future. The post The One 5x Financial Stock to Watch appeared first on InvestorPlace.

News for Twilio Stock (TWLO)