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

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO) (LTSE: TWLO), the leading cloud communications platform, today announced two additions to its leadership team. Eyal Manor is joining as Chief Product Officer, effective November 15, 2021, and Dana Wagner is joining as Chief Legal Officer, effective December 13, 2021. Manor will oversee the execution of Twilio's future product roadmap, working to deliver on its vision to build the leading customer engagement platform. Wagner will lead the Compan

Twilio Welcomes Eyal Manor as Chief Product Officer and Dana Wagner as Chief Legal Officer

Activision Blizzard

Post-earnings dips from Activision Blizzard (ATVI) & Twilio (TWLO) have presented us with a unique opportunity.

Buying The Earnings Dip!

Shopify

Teladoc

These three companies are leaders in undeniable long-term megatrends.

3 Best Growth Stocks to Buy Right Now

Investors shouldn't miss the forest for the trees, as this company is taking advantage of a lucrative market.

Why Twilio Stock Is Worth Buying Despite a Disappointing Earnings Report

Earnings (or serious lack thereof) caused a market freakout.

1 Big Reason to Buy Twilio Stock After the Q3 2021 Earnings Bomb

Wall Street was not impressed by Twilio's fourth-quarter guidance.

Down 33% From Its High, Is Twilio Stock a Smart Buy?

The market often offers unexpected discounts on great companies. Is that the case with Twilio?

1 Stock Slumped Despite Strong Earnings. Should You Buy the Dip?

Twilio announced its Q3 2021 results last week and the stock got punished with a steep drop. I see a lot of "explaniorism" the desperate need to explain price drops and find what looks like fundamental reasons but give elements that are essentially noisy.

Twilio 2.0 Starts Now, Don't Miss The Train

Following a mixed quarter, we remain bullish on Twilio and recommend investors buy shares here. Twilio beat on revenue, EPS, and margins, but organic growth slowed. COO George Hu is departing the company, and Twilio also reported a dollar-based net expansion above 130%+ but declined both Y/Y and Q/Q, spooking investors.

Twilio: Shares Too Cheap To Ignore After The Sell-Off

Twilio sold off after its Q3 results which pointed to a (gradual) deceleration in growth. Twilio reiterated its guidance of growing over 30% (organically) for the next three years.

Twilio Sell-Off: High-Growth On Sale

Management sees slowing growth next quarter.

Why Twilio Stock Fell After Earnings This Week

Mounting losses and management turnover spooked investors.

Why Twilio Stock Plunged Today

Twilio shares are down after the company shared a weak fourth-quarter forecast and announced the departure of COO George Hu.

Twilio shares drop 14% despite beating earnings estimates as COO announces departure

Twilio's (TWLO) Q3 results reflect benefits from product portfolio enhancement through Segment and newly acquired Zipwhip, broadening customer base and global expansion plan.

Twilio's (TWLO) Q3 Earnings and Revenues Beat Estimates

Twilio Inc. (TWLO) CEO Jeffrey Lawson on Q3 2021 Results - Earnings Call Transcript

Twilio (TWLO) delivered earnings and revenue surprises of 106.67% and 8.82%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Beats Q3 Earnings and Revenue Estimates

Twilio Inc (NYSE: TWLO) reported market-beating results for its fiscal third quarter on Wednesday. Shares still tanked more than 10% in after-hours trading on weak guidance and news that COO George Hu is leaving.

Twilio slides 10% despite strong Q3 results

Twilio Inc. shares were dropping late Wednesday despite a sharp jump in revenue and better-than-expected earnings.

Earnings Results: Twilio shares drop 7% despite sales, earnings beat

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO) (LTSE: TWLO), the leading cloud communications platform, today reported financial results for its third quarter ended September 30, 2021. “We delivered another quarter of strong growth at scale in the third quarter as companies continue to turn to Twilio in this digital-first world,” said Jeff Lawson, Twilio's co-founder and CEO. “We are extremely excited about the next generation of our customer engagement platform, and our newest pillar

Twilio Announces Third Quarter 2021 Results

The company's cloud communications platform is vital for many web applications.

Could Twilio Help You Retire a Millionaire?

Though Twilio's (TWLO) Q3 top line is likely to reflect benefits from Segment acquisition and new client additions. Elevated spending on product and market expansions might have weighed on the bottom line.

Twilio (TWLO) to Report Q3 Earnings: What's in the Offing?

Twilio (TWLO) closed the most recent trading day at $369.23, moving +0.72% from the previous trading session.

Twilio (TWLO) Outpaces Stock Market Gains: What You Should Know

Krispy Kreme

Live Nation

Zendesk

Bandwidth

The broad markets were mixed on Thursday afternoon as earnings continued to roll in.

Thursday Afternoon Analyst Upgrades and Downgrades: Bandwidth, Live Nation, Krispy Kreme, Twilio, Zendesk and More

Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Twilio (TWLO) to Report a Decline in Earnings: What to Look Out for

At its Signal developer conference, Twilio launched Engage, a new platform to help build and deliver personalized marketing campaigns.

News for Twilio Stock (TWLO)