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

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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

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Earnings data Q4 2023

Earnings data Q1 2024

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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

NVIDIA

Mastercard

Stamps.com

SPDR S&P 500 ETF Trust

The S&P 500, MasterCard, Nvidia, Stamps.com and Twilio were our top stock trades.That said, here's what the charts are telling us now.

5 Top Stock Trades for Tuesday: NVDA, TWLO, MA, STMP, S&P 500

Twilio is positioned to benefit from organizations' accelerated digital transformations.

Why Twilio Stock Soared Monday

The novel coronavirus pandemic has given this cloud communications specialist a shot in the arm.

This Growth Stock Has Soared 140% in 2020, But Can it Go Higher?

Cloud-based communications is a hot ticket in the COVID-19 era, and Twilio is building a growth story for the ages right now.

Why Twilio's Stock Is Soaring Today

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that its second quarter 2020 results will be released on Tuesday, August 4, 2020, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Tuesday, August 4, 2020, 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/9891389. A

Twilio to Announce Second Quarter 2020 Results on August 4, 2020

TWLO stock is overvalued. But it's not overvalued by enough to offset its strengthening fundamental growth trends.

Why Twilio Stock Can Power Higher

High switching costs and broad and resilient customer base make Twilio an enticing pick.

It's Not Too Late To Buy The Twilio Rally

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced the results of a global survey measuring the impact and outlook of the COVID-19 pandemic on businesses’ digital engagement strategies. To better understand the magnitude of COVID-19 and the lasting effect it will have on business and customer engagement, Twilio surveyed over 2,500 enterprise decision makers globally to gauge the effect on their company’s digital transformation and comm

Twilio Study Finds COVID-19 Accelerated Companies’ Digital Communications Strategy by Six Years

Fortinet

Anaplan Inc

SAP SE

Zoom Video

Millennials are opening up to stock investments amid coronavirus pandemic. Here's a sneak peek into five tech stocks that offer lucrative investment opportunities.

Millennials' Investment View Changes: 5 Tech Stocks to Buy

CrowdStrike

DraftKings

DocuSign

Livongo Health Inc

Teladoc

In mid-June, I argued that DraftKings stock was worth betting on, regardless of what happens to sports in the near term. Simply put, the long-term potential for sports betting on a global basis is enormous.

7 Hot Stocks to Stay Hot for Years to Come

While you may mostly think about Twilio in the context of its voice and text messaging platform, the company has recently made a number of moves to bolster its IoT platform, which is already one of its fastest-growing business units. To accelerate this push, the company today announced that it quietly acquired IoT platform Electric […]

Twilio acquires Electric Imp to bolster its growing IoT business

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that Twilio Programmable Video is powering Doximity Dialer Video which provides a simple, secure and reliable telemedicine tool that enables physicians to video call patients directly from a doctor’s smartphone. Over 100,000 U.S. physicians are already using the Doximity app for telemedicine visits regularly, making Dialer Video one of the most-used telemedicine technologies among U.S.

Twilio Powers Video for Doximity Telehealth App Used by Over 100,000 U.S. Physicians

Datadog

Okta

Investors are pouring money into companies like Okta and Datadog as they show potential for lower costs and continued revenue growth.

Cloud stocks look frothy, but companies are proving they can cut costs and keep growing

Twilio: The New Operating System For The Digital World

Dropbox

Fastly

MongoDB

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

‘Moats’ will make all the difference for cloud companies as tech costs come under pressure

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

Why Twilio Stock Climbed 11% in June

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

PayPal

Regeneron Pharmaceuticals

Shopify

Tesla

Wix.com

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

O'Shares Global Internet Giants ETF

Wayfair

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

How Kevin O'Leary Of 'Shark Tank' Is Investing In The 'Great Digital Pivot' Triggered By COVID-19

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.

3 Hot Stocks That Can Double Again in the Second Half of 2020

Support Levels & Tech Stocks To Watch As The Market Rally Comes To An End

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.

Cloud stocks are taking off this year, but chart analyst sees signs of fatigue

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.

News for Twilio Stock (TWLO)