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 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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

Unity Software

Twilio's growth is being throttled by macro and competitive challenges. Unity is trying to right-size its business as its growth engines sputter.

Better Tech Stock: Twilio vs. Unity Software

Twilio investors are likely struggling with the stock's performance, seemingly going nowhere. Progress has been made as Twilio pushes to reach GAAP profitability. The market seems uninterested, but investors shouldn't be unnerved. I will explain why.

Twilio: It Is Always Darkest Before Dawn

Twilio reported its Q2 FY24 earnings where revenue and earnings grew 4% and 45% YoY, respectively, beating estimates. The company continued to see stabilization in its Communication business, while the Segment business showed early signs of recovery given targeted go-to-market strategies and product innovation. Meanwhile, its Net Retention rate also stabilized for the third quarter in a row, while profit margins expanded, as losses from its Segment business narrowed.

Twilio: It's Time To Turn Cautiously Optimistic

AppFolio

Dayforce Inc

We have narrowed our search to three mid-cap Internet software stocks with strong potential for the rest of 2024. These are: TWLO, DAY, APPF.

3 Mid-Cap Internet Software Stocks to Buy for Stellar Returns

Twilio TWLO shares have been beaten down the last few years but it's still growing its business. This Zacks Rank #1 (Strong Buy) is expected to grow earnings by 31% this year.

Bull of the Day: Twilio (TWLO)

Shares of Twilio have jumped modestly after posting strong Q2 results that featured stabilization in growth rates and net expansion trends. The company materially lifted its profit and free cash flow forecasts for the current year. The company has a tremendous ~$2 billion of net cash on its balance sheet, a portion of which is earmarked for generous buybacks.

Twilio: This Is Now A Free Cash Flow Story (Rating Upgrade)

Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock

Clorox

Atlassian

Stock markets cratered on the rise of interest rates in Japan. Adding insult to injury, Barclays cut price targets on Clorox, Twilio, and Atlassian this morning.

Why Clorox, Twilio, and Atlassian Stocks Dropped This Morning

Twilio (TWLO) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TWLO broke through the 20-day moving average, which suggests a short-term bullish trend.

Twilio (TWLO) Just Overtook the 20-Day Moving Average

Twilio (TWLO) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TWLO broke through the 50-day moving average, which suggests a short-term bullish trend.

Twilio (TWLO) Just Overtook the 50-Day Moving Average

Twilio (TWLO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TWLO crossed above the 200-day moving average, suggesting a long-term bullish trend.

Twilio (TWLO) Just Overtook the 200-Day Moving Average

Twilio's Q2 revenue was $1.08 billion, beating management's guidance range of $1.05 billion to $1.06 billion. Non-GAAP income from operations reached $175 million, significantly above the guidance range of $135 million to $145 million.

Twilio's Q2 Results Beat Guidance

While the headwind from the unsetting of the software component of the Zipwhip business hurts Twilio's (TWLO) Q2 top-line growth, lower expenses and a reduced share count aid the bottom line.

Twilio (TWLO) Rises 7% as Q2 Earnings & Revenues Beat Estimates

Daktronics

Texas Roadhouse

TXRH, DAKT, and TWLO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 2, 2024.

Best Growth Stocks to Buy for August 2nd

Although the revenue and EPS for Twilio (TWLO) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Twilio (TWLO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Twilio Inc. (NYSE:TWLO ) Q2 2024 Earnings Conference Call August 1, 2024 5:00 PM ET Company Participants Bryan Vaniman - SVP of IR Khozema Shipchandler - CEO Aidan Viggiano - CFO Conference Call Participants Quinton Gabrielli - Piper Sandler Mark Murphy - JPMorgan Taylor McGinnis - UBS Meta Marshall - Morgan Stanley Ryan Koontz - Needham & Co. Rich Magnus - Wolfe Austin Cole - Citizens JMP Nick Altmann - Scotiabank Yanni Samoilis - Baird Derrick Wood - TD Cowen Billy Fitzsimmons - Jefferies Operator Good day, and thank you for standing by. Welcome to Twilio, Inc., Second Quarter 2024 Earnings Conference Call.

Twilio Inc. (TWLO) Q2 2024 Earnings Call Transcript

Twilio (TWLO) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.54 per share a year ago.

Twilio (TWLO) Surpasses Q2 Earnings and Revenue Estimates

Twilio Inc.'s stock rose 6% in after-hours trade Thursday, after the company beat earnings estimates for the second quarter and offered upbeat guidance.

Twilio's stock soars 6% after earnings beat as company offers upbeat guidance

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its second quarter ended June 30, 2024. “We are running the business with increased rigor and discipline, as evidenced by a record quarter of revenue and non-GAAP income from operations, as well as another quarter of strong cash generation,” said Khozema Shipchandler, CEO of Twilio. “By combining our lead.

Twilio Announces Second Quarter 2024 Results

Shopify

Take-Two Interactive Software

Three stocks with a combination of favorable Zacks Rank, a possible earnings beat and solid price potential are: TWLO, SHOP, TTWO.

Buy These 3 Stocks With Strong Upside Left Ahead of Earnings

Twilio's (TWLO) Q2 performance is likely to have benefited from growing digital transformation trends, product introductions, AI integration in solutions and headcount reduction.

Is a Beat in the Cards for Twilio (TWLO) in Q2 Earnings?

Twilio (TWLO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Twilio (TWLO) Reports Next Week: Wall Street Expects Earnings Growth

Amazon

Burlington Stores

Tenet Healthcare

Wingstop

Top-ranked stocks The Wingstop (WING), Amazon.com (AMZN), Burlington Stores (BURL), Tenet Healthcare (THC) and Twilio (TWLO) are likely to beat on the bottom line in their upcoming releases.

Play Likely Earnings Beat With 5 Top-Ranked Stocks

Twilio has underperformed the broader market this past year, but it has started gaining momentum. Its integration of AI could help it win more business, and the stock remains cheaply valued.

1 Incredibly Cheap Artificial Intelligence (AI) Stock to Buy Before It Skyrockets

Competition from tech giants has appeared to negate its growth and AI advances. Revenue growth remains mired in the single digits.

News for Twilio Stock (TWLO)