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

Pinterest

Atlassian

Zendesk

Here we take a look at a few software stocks, TEAM, PINS, ZEN, and TWLO whose earnings releases are scheduled for Jul 29.

Software Stocks' Earnings Lineup for Jul 29: TEAM, PINS & More

Twilio is expected to report Q2 results on July 29 with analysts forecasting 49% revenue growth. The stock trades close to the all-time highs and has no Bearish analysts.

Twilio: No Margin Of Safety

While accelerated digital transformation amid the pandemic is likely to have aided Twilio (TWLO) in Q2, aggressive investments in R&D, sales & marketing and infrastructure might have hurt profits.

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

Twilio offers investors a growth stock with built-in direct exposure to a diverse set of high value industries. Twilio's platform is its biggest strength as it allows customers to tailor their service experience from a digital engagement standpoint.

Twilio: A Buy On The Strength Of The Platform

Apple

Chewy

These tech companies could become terrific bargains if their shares take a dive.

3 Hot Tech Stocks to Buy in a Market Crash

Its CFO highlights why in a recent interview.

Pandemic Tailwinds Could Be a Permanent Uplift for Twilio

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, has achieved full compliance with the STIR/SHAKEN protocol, intended to ensure that the phone calls transmitted via its platform are legitimate and authenticated. All of Twilio's calls will be stamped with an approval attesting to the fact that terminating service providers and end users can trust that the call is not illegally spoofed. STIR/SHAKEN (Secure Telephone Identity Revisited/Signature-based

Twilio Achieves Full Compliance with STIR/SHAKEN Protocols to Combat Illegal Robocalls

The prospects of a strong balance sheet and hyper-growth business model outweigh fault lines.

Twilio: The Fault Lines Are Temporary

Here's what one of our experts will be watching for when the tech standout reports its latest results.

Twilio Earnings Preview: What to Watch

Asana

As first detailed in the Midas Touch newsletter, Eric Ries talks Asana and Twilio joining his Long-Term Stock Exchange and principles around stakeholder and corporate responsibility.

Asana And Twilio Joined Eric Ries' Long-Term Stock Exchange. ‘The Lean Startup' Author Says That's Just The Start.

After getting bludgeoned with other tech stocks in the spring, Twilio is rallying.

Why Twilio Stock Jumped 16% the First Half of 2021

Twilio, a company best known for its tools that help developers build text message/phone call-powered apps, is branching out into a new category: live streaming. This morning the company announced Twilio Live, a platform meant to help developers more easily integrate live video/audio features into their apps.

Twilio's new tools will let anyone add live video and audio to their apps

Dollar General

Home Depot

Johnson & Johnson

Olin

Essential Utilities

With legendary investor Warren Buffett sounding worried about the pandemic, here are the stocks to buy to prepare yourself. The post 7 Stocks to Buy if You're Worried About the Pandemic Like Warren Buffett appeared first on InvestorPlace.

7 Stocks to Buy if You're Worried About the Pandemic Like Warren Buffett

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, today announced the successful completion of its previously announced acquisition of Zipwhip, a trusted partner to carriers and a leading provider of toll-free messaging in the United States. This transaction is valued at approximately $850 million in an approximately equal blend of cash and stock. "Today's digital economy has every business evaluating the best ways to interact with their customers.

Twilio Completes Acquisition of Zipwhip, a Leading Provider of Toll-Free Messaging in the United States

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced Twilio Live, a cloud-based platform that allows businesses to quickly and seamlessly embed live, interactive audio and video streaming solutions into their applications. According to Twilio's annual State of Customer Engagement Report, 98% of businesses reported that video communication with customers accelerated more than other channels during the pandemic. From virtual conferences to

Twilio Live to Power the Next Wave of Customer Engagement: Interactive Live Streaming

Netflix

Snowflake

Levi Strauss

Netflix, Snowflake, Levi and Twilio were our top stock trades for Monday. Let's get a look at the charts to see what's going on.

4 Top Stock Trades for Monday: NFLX, SNOW, LEVI, TWLO

Amazon

CrowdStrike

DocuSign

NVIDIA

Roku

Shopify

Tech stocks have dominated over the last decade. After some volatility, here are some of the best chart setups to keep an eye on now.

7 Technology Stocks With Terrific Technicals to Buy Right Now

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that its second quarter 2021 results will be released on Thursday, July 29, 2021, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, July 29, 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/registration/event/1338878. A

Twilio to Announce Second Quarter 2021 Results on July 29, 2021

Avalara Inc

BigCommerce Holdings, Inc.

Unity Software

Piper Sandler & Co. analyst Brent Bracelin released an industry note Wednesday, highlighting the firm's top cloud application and analytics company stocks to own for the second half of 2021. Cloud Industry Overview: The cloud space was highly volatile in the first half of 2021, yet investor sentiment is favorable going into the second half of the year, said Bracelin.

4 Top Cloud Stock Picks For The Second Half Of 2021

It was a good month for tech stocks, but Twilio is also showing signs of accelerating growth.

Why Twilio Stock Rose 17% in June

Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.

3 Expensive Tech Stocks to Buy in the Next Market Crash

Twilio (TWLO) closed the most recent trading day at $386.56, moving +0.3% from the previous trading session.

Twilio (TWLO) Gains But Lags Market: What You Should Know

Datadog

SiTime Corporation

Smartsheet

The sector is climbing our large-cap sector ranking.

Technology Stocks Are Skyrocketing: Top Stocks You Can Buy

ARK Innovation ETF

Splunk

The short-term bottom for next-generation enterprises is in, and high multiple stocks are returning to investors' favor.

High-Growth Stocks Come Back Into Investors' Favor

Twilio's guidance for its upcoming quarter is pointing towards 50% y/y.

News for Twilio Stock (TWLO)