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 Inc. (TWLO) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Twilio

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Zoom Video

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Atlassian

Software-as-a-service (SaaS) stocks have rallied sharply this year, with our indicative theme of seven SaaS stocks which include Twilio , Atlassian, and others up by about 53% year-to-date, on an equally weighted basis.

Atlassian Or Twilio: Best Stock to Play SaaS Surge?

Twilio reported robust earnings earlier this week, sending TWLO stock flying to new highs. Here's what we're watching for now.

Here’s Why TWLO Stock Is a Buy on the Dip

The migration of contact centers to the cloud is going to give this cloud specialist a nice boost.

This Top Growth Stock Has Nearly Doubled in 2020 and Looks Good for More

Fastly

Married couples receiving the full stimulus payment can parlay that into much more in the coming decade.

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Although Twilio stock is a long-term winner, shares may be maxed out in the near-term on the heels of a 90% rally in five months.

Twilio Stock Is a Long-Term Winner Despite Near-Term Valuation Risks

Twilio’s video player will be used as the backbone for the new video consultation service that Zocdoc is launching for its customers today, the two companies said in a statement. As the COVID-19 epidemic reshapes healthcare in the U.S.

Twilio tapped for Zocdoc’s expansion into telehealth video consultations

Crushing It: COVID-19 Is 'Biggest Accelerant Twilio Could Have Asked For'

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Twilio, Upwork, and Datadog posted gains of more than 25% last month despite a complete lack of market-moving news.

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DraftKings

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The cloud services stock is trading like it’s immune to the pandemic -- but it still faces plenty of near-term headwinds.

Is Twilio’s Soaring Stock Immune to the COVID-19 Crisis?

TWLO stock is now selling at nearly 16 times forward revenue, a valuation that's hard to justify in an economy that is collapsing. 
The post Twilio’s Long Jump of Growth has Stock Over its Skis appeared first on InvestorPlace.

Twilio’s Long Jump of Growth has Stock Over its Skis

Fortinet

PayPal

The stock market rally soared on coronavirus recovery hopes, with the Nasdaq entering a power trend. PayPal, MercadoLibre and Chegg were among several big earnings winners.

Stock Market Rally Gains Steam: Shopify, PayPal, Twilio, MercadoLibre, Fortinet, Chegg Soar On Earnings

Lyft

Better-than-expected earnings are driving this week's monster gains. And there's still upside ahead for 3 compelling stocks to buy.

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Investors are rewarding the likes of Chegg and Everbridge for impressive growth while other companies struggle.

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Twilio earnings have TWLO stock soaring on Thursday after the company crushed EPS and revenue estimates from Wall Street for the quarter.

Twilio Earnings: TWLO Stock Explodes on Q1 Beats

The cloud-based communications expert smashed Wall Street's first-quarter targets. Remote work tools are easy to sell in this era of coronavirus lockdowns.

Why Twilio Stock Is Soaring Today

Twilio's unmatched AI capabilities could mark the end for foreign call centers

Why Twilio (TWLO) Shares Are Surging

Twilio shares lifted higher after the cloud software firm's better-than-expected first quarter results boosted analysts' outlook.

News for Twilio Stock (TWLO)