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 is building the cloud communication ‘racetrack'. They don't care who wins the race as long as the participants (developers) are using their infrastructure. Twilio helps customers create a more personalized connection through better contextualization of communication. This is becoming a competitive differentiation point.

Twilio: Talk Is Cheap, So Is Twilio

CrowdStrike

Datadog

Each of these category-leading companies has strong tailwinds that should generate excellent growth over the long term.

Got $10,000 and 10 Years to Wait? These 3 Stocks Could Make You a Fortune

Adobe

Amazon

Salesforce

Microsoft

Shopify

Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks, that so aptly portrayed technology market leadership over the last decade, are facing a potential trend change. Byron Deeter and Mary D'Onofrio believe the FAANG stocks' best growth years are behind them, raising serious questions about the future of the group's premier status.

Forget FAANG. It's Time To Scale MT SAAS

Twilio Inc. (TWLO) closed at $362.88 in the latest trading session, marking a -0.11% move from the prior day.

Twilio Inc. (TWLO) Stock Sinks As Market Gains: What You Should Know

Chewy

Secular end-market growth should help these high-flying stocks sustain their momentum.

2 Growth Stocks That Tripled in 2020 and Are Still Worth Buying

"The trends that have already been going on in our society around [digitization] ... those trends all got accelerated by Covid," Twilio CEO Jeff Lawson said.

Coronavirus sped up digital transformation by 6 years for companies, Twilio CEO says

In the latest trading session, Twilio Inc. (TWLO) closed at $365.03, marking a +1.1% move from the previous day.

Twilio Inc. (TWLO) Gains As Market Dips: What You Should Know

Appian

Enphase Energy

Etsy

Pinterest

Block

Trade Desk

Christmas stocks are the ones that continue to bring joy after the season is over. These seven stocks will deliver on that promise.

7 Christmas Stocks to Buy for Happy Holidays 

Twilio's expanding suite of applications provide solutions to improve customer engagement. The healthcare and financial segments remain near-term sources of growth. TWLO continues to fuel organic growth among active accounts with year-over-year "dollar-based revenue expansion" of 137%.

Twilio: Bringing Customer Engagement To Socially-Distant Consumers

Nautilus

SPDR S&P 500 ETF Trust

QUALCOMM

Twilio, Qualcomm, Nautilus, Datadog and the S&P 500 ETF were our top stock trades for Monday. Now, let's get busy with a look at the charts.

5 Top Stock Trades for Monday: TWLO, QCOM, DDOG, NLS, SPY

Twilio has been a hot stock for some time now, and one could be forgiven for assuming it is due to fade.

We Add Twilio To Our Decade Portfolio

This hot cloud company is growing like a weed, but investors shouldn't overlook its glaring weaknesses.

Twilio Stock Surged 220% in 2020: Is It a Buy for 2021?

As it gets ready to re-test its all time highs from October, TWLO stock looks positioned for a sizable breakout. The post 3 Reasons to Stick With Twilio Stock as It Runs Back to Record Highs appeared first on InvestorPlace.

3 Reasons to Stick With Twilio Stock as It Runs Back to Record Highs

The shares of Twilio Inc (NYSE:TWLO) are up 1.1%, last seen trading at $323.01,but have taken a breather since their  Oct. 13 record close of $337.88.

Signal Says Software Stock is Primed for Fresh Highs

Bandwidth

Freshpet

HubSpot

Sunopta

Tencent Holdings Limited

In a turbulent economy, growth stocks have proven to be a safe bet for many investors. Here are 7 companies that show a lot of potential for the future.

7 Growth Stocks Flying Under the Radar

A successful new offering shows how the tech stock gets ahead by listening to the people who use its products.

Twilio's Secret Growth Advantage: Its Own Customers

The cloud-native communications platform has discovered one of the secret ingredients to long-term success.

This Chart Shows One of the Biggest Factors in Twilio's Monster Growth

Twilio (TWLO) reported earnings 30 days ago. What's next for the stock?

Twilio (TWLO) Up 2% Since Last Earnings Report: Can It Continue?

A look back shows that the cloud-native communications platform has a brilliant history of delivering impressive growth from its acquisitions.

Here's Proof That Twilio's Acquisition of SendGrid Was Brilliant

GCI Liberty

IAC/InterActiveCorp

Lumen Technologies

Nexstar Media Group

World Wrestling Entertainment

Zoom Video

These are the communications stocks with the best value, fastest growth, and most momentum for December 2020.

Top Communications Stocks for December 2020

Investors were expecting big things from the cloud-native communications platform. It delivered that and more.

This Was the Big Surprise From Twilio's Quarterly Report

NVIDIA

The COVID-19 outbreak gave these tech companies a shot in the arm that should continue after the virus is history.

A Coronavirus Vaccine Can't Stop These 2 Hot Growth Stocks From Soaring

Advanced Micro Devices

Novocure

Okta

Rebounds from the 10-week line and breaking trend lines offer ways to start early positions in leaders. AMD, Twilio and Novocure offer both buy signals now.

AMD, Twilio, Novocure Among 5 Stocks Flashing Multiple Buy Signals

General Motors

Jumia

Snap

Twilio, Snap, General Motors and Jumia were our top stock trades for Friday. Now, let's take a look at the charts to see what's going on.

4 Top Stock Trades for Friday: TWLO, SNAP, GM, JMIA

Fastly

Pfizer

Roku

Growth stocks have been in favor since the lows in March. Let's look at a few that are worth buying on the latest pullback.

News for Twilio Stock (TWLO)