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: The New Operating System For The Digital World

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A durable competitive advantage could mean sustainable stock gains for some cloud companies.

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The communications technologies stock has soared roughly 140% this year.

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KeyBanc raised its price target to a Street high of $248 as Twilio moves up the stack into the Contact Center as a Service business.

Twilio Stock Breaks Out After Analyst Ups Price Target

Apple

Adobe

Etsy

Lululemon Athletica

Netflix

NVIDIA

PayPal

Regeneron Pharmaceuticals

Shopify

Tesla

Wix.com

Zoom Video

The best stocks of the second quarter were the ones with "a lot of ingenuity and a lot more good luck," the "Mad Money" host said.

Jim Cramer breaks down his favorite stocks from a record second quarter

Alibaba

CrowdStrike

DocuSign

O'Shares Global Internet Giants ETF

Wayfair

The coronavirus pandemic compressed five years of digital transformation in the U.S.

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Twilio, Zoom Video, and DocuSign have been rock stars through the first six months of the year, and they're coming out for an encore performance.

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In the latest trading session, Twilio Inc. (TWLO) closed at $212.17, marking a -1.43% move from the previous day.

Twilio Inc. (TWLO) Stock Moves -1.43%: What You Should Know

Some cloud stocks including Adobe, DocuSign, Zoom Video and Twilio hit new highs, but trader Matt Maley said they are showing signs of fatigue.

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General Motors

Take-Two Interactive Software

Walmart

General Motors, Walmart, Nio, Twilio and Take-Two Interactive were our top stock trades for Tuesday. Let's look at the charts.

5 Top Stock Trades for Tuesday: WMT, GM, TWLO, NIO, TTWO

Peloton

Despite the afterhours shift in sentiment, some stocks are holding firm in the face of today's selloff, making for obvious bull trades.

3 Stocks to Buy In the Face of This Morning’s Selloff

Wall Street is enamoured with TWLO stock and the bulls are in charge. But the rally needs to form a better base before investors can expect higher highs.

Twilio Stock Is On Fire Right Now, But That Could Go Up In Smoke

Slack

These fast-growing tech stocks look like great bets for the next 10 years.

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In the latest trading session, Twilio Inc. (TWLO) closed at $194.27, marking a -1.25% move from the previous day.

Twilio Inc. (TWLO) Dips More Than Broader Markets: What You Should Know

Twilio's cloud communications offerings are going to drive years of growth. But the parabolic move in TWLO stock leaves little room for upside.

Cloud Stalwart Twilio Stock Needs a Pullback

Twilio Inc. (TWLO) reported earnings 30 days ago.

Why Is Twilio Inc. (TWLO) Up 13% Since Last Earnings Report?

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Roku

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Block

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The cloud communications business is enjoying fast growth, and its stock is now up roughly 105% year to date.

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ATLANTA, June 3, 2020 /PRNewswire/ -- iFOLIO today announced their partnership with Twilio (NYSE: TWLO) to radically enhance the sales story on mobile. Live today, Twilio technology powers iFOLIO's digital sales and marketing platform to engage prospects & clients like never before. Sales...

iFOLIO and Twilio Partner to Power Digital Storytelling by Text Message

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Chewy

DexCom

Orion Group Hlds

PotlatchDeltic

Sarepta Therapeutics

TeleNav

These sectors came up with stellar earnings beat in the recent cycle. Investors can play the associated stocks that delivered an earnings surprise.

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Datadog

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A pair of cloud-based platforms and a recent Wall Street debutante soared at least 50% in May.

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Investors should pay attention to what software tools software developers use every day.

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Cardlytics

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Snap

Splunk

Sprout Social

Wall Street went "all-in" with tech stocks as the physical economy shutdown, but with the economy recovering, they're starting to see a dip.

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These technology companies are likely to benefit from the after-effects of the COVID-19 outbreak.

News for Twilio Stock (TWLO)