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

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.

Twilio launches new platform focused on personalized marketing

When Twilio bought Segment last year for a hefty $3.2 billion, you knew it was going to put it to work. Today at the company's Signal customer conference, it announced a new omni-channel marketing tool built on top of Segment called Twilio Engage.

Twilio delves more deeply into marketing with new tool built on $3.2B Segment acquisition

NEW YORK, Oct. 20, 2021 /PRNewswire/ -- Deloitte Digital, the experience consultancy, and Twilio Inc. (NYSE: TWLO) (LTSE: TWLO), the leading cloud communications platform, today announced the results of a joint study exploring the divergent perceptions of trust between consumers and business leaders in the United States.  For many consumers, trust is the deciding factor when it comes to separating a business from its competition.

New Report From Deloitte Digital and Twilio Reveals Disconnect Between Leader Perceptions and Consumer Values Around Trust, Provides Pathway for Brands to Close the Trust Gap

SAN FRANCISCO--(BUSINESS WIRE)--SIGNAL 2021 -- Today at SIGNAL 2021, Twilio (NYSE: TWLO) (LTSE: TWLO), the leading cloud communications platform, announced the launch of Twilio Engage, a first-of-its-kind growth automation platform that helps marketers deliver exceptional omnichannel campaigns fit for the digital era. Twilio Engage is the newest pillar in Twilio's Customer Engagement Platform (CEP). Twilio Engage offers the out-of-the-box functionality that marketers need, the connectivity of t

Introducing Twilio Engage, the First Growth Automation Platform for the Digital Era

DraftKings

MercadoLibre

PagerDuty

PayPal

Roku

Zoom Video

Pullbacks in high-quality growth stocks are huge opportunities for patient investors. Here are seven promising picks to check out now.

7 Growth Stocks to Buy Before They Come Roaring Back

This cloud communications company is growing quickly.

Twilio Earnings: What Investors Need to Know

Advanced Micro Devices

Alibaba

DigitalOcean Holdings

JPMorgan Chase & Co

AMD, JPMorgan, Alibaba, Twilio and Digital Ocean were our top stock trades for Thursday. Let's look at how the charts are setting up now.

5 Top Stock Trades for Thursday: AMD, JPM, BABA, TWLO, DOCN

The cloud communications specialist got some love from a Wall Street analyst.

Why Twilio Stock Surged Higher Today

Twilio (TWLO) continues to benefit from digitization by expanding its global footprint through key acquisitions like Segment and Sendgrid. New product roll outs like Twilio Pay and Autopilot are positive.

Twilio (TWLO) Gains on Digital Transformation and Acquisitions

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO)(LTSE: TWLO), the leading cloud communications platform, today announced that its third quarter 2021 results will be released on Wednesday, October 27, 2021, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, October 27, 2021, to discuss its results with the investment community. Investors and analysts should register for the call in advance by visiting http://www.directeventreg.com/regi

Twilio to Announce Third Quarter 2021 Results on October 27, 2021

Snowflake

Snowflake operates the Data Cloud. It is on an ambitious drive to displace the cloud hyperscalers. The company continues to show incredible growth momentum.

Snowflake Vs. Twilio Stock: Which Is The Better Cloud Computing Pick?

Twilio came out on top in this year's Sohn Idea Contest, which reflects its status as an in-demand tech stock. But ignore these warning signs at your own risk.

This Growth Stock Impressed Wall Street's Brightest. Is It a Buy?

CrowdStrike

Splunk

It's time to start thinking about covered calls with the recent market selloff spiking in implied volatility on options across the equity market, presenting us with a Theta-catching opportunity

Take Advantage Of Covered Call Strategy On Market Slide

On the surface, shares of the growth stock still look extremely expensive. But is the price tag worth it?

News for Twilio Stock (TWLO)