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 (TWLO) closed at $60.08 in the latest trading session, marking a -0.08% move from the prior day.

Twilio (TWLO) Stock Sinks As Market Gains: Here's Why

Twilio is under fresh scrutiny from activist investor Anson Funds, which has been pushing for change for months.

Twilio board shakeup prompts renewed activist scrutiny

Twilio Inc TWLO stock is down about 20% year-to-date.

Twilio Stock Approaches Death Cross: Time To Panic Or Play For The Software Firm? - Twilio (NYSE:TWLO)

TORONTO--(BUSINESS WIRE)--Anson Funds Management LP and Anson Advisors Inc., the co-investment advisers of certain investment funds (collectively, “Anson Funds”), and significant stockholders of Twilio Inc. (NYSE: TWLO) (“Twilio” or the “Company”), today commented on recent actions taken by Twilio's Board of Directors (the “Board”). Sagar Gupta, Portfolio Manager and Head of Active Engagement at Anson Funds, stated: “Following discussions between Anson Funds and the Company's representatives th.

Anson Funds Comments on Recent Events at Twilio

Cloud communications company Twilio said on Wednesday it will seek shareholder approval at its upcoming annual meeting to change its board director terms to one year from three.

Twilio to seek shareholder approval for new board director terms

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Byron Deeter, who has served on the company's Board of Directors since 2010, will not seek reelection as a director and will retire from the Board prior to the company's 2024 Annual Meeting of Shareholders (“Annual Meeting”). The size of the Board will be reduced back to nine directors, effective as of Mr. Deeter's.

Twilio Announces Retirement of Byron Deeter and Board Declassification

In the closing of the recent trading day, Twilio (TWLO) stood at $60.95, denoting a +0.1% change from the preceding trading day.

Twilio (TWLO) Increases Yet Falls Behind Market: What Investors Need to Know

Cloud communications company Twilio has appointed a partner at Sachem Head Capital Management to its board, it said on Monday, as it faces pressure from several activist investment firms to make significant changes.

Twilio appoints Sachem Head partner Andy Stafman to board

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that it has appointed Andy Stafman, a partner at Sachem Head Capital Management LP (“Sachem Head”), to the company's Board of Directors, effective immediately. “Over the last year and a half, we have made important changes to accelerate our path to profitability and position Twilio to capitalize on the opportunities we.

Twilio Appoints Andy Stafman to Board of Directors

Twilio (TWLO) enhances its Flex platform with new features like Unified Profiles and Agent Copilot to improve customer support departments by boosting efficiency and productivity.

Twilio (TWLO) Unveils New Features on Its Flex Platform

In the closing of the recent trading day, Twilio (TWLO) stood at $61.01, denoting a +0.49% change from the preceding trading day.

Twilio (TWLO) Advances But Underperforms Market: Key Facts

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the launch of two new innovations within Twilio Flex, the cloud-based digital engagement solution: Unified Profiles and Agent Copilot. Unified Profiles provides businesses with access to a native data layer powered by Segment, enabling the collection and activation of real-time, consented data for personalized interacti.

Twilio Launches Unified Profiles and Agent Copilot, Combining Customer Data and AI to Boost Productivity and Engagement

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We have narrowed our search to five large-cap stocks with attractive valuations. These are TWLO, ZS, NEE, AWK and PODD.

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Cathie Wood Is Selling These 2 Artificial Intelligence (AI) Stocks. Should You?

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Twilio (TWLO), SES (SGBAF) and Turtle Beach (HEAR) are three communication services stocks that you can look into as the sector continues to grow on expectations of a Fed rate cut.

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Amplitude

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Alphabet

Microsoft

Snowflake

ZoomInfo Technologies

Zoom Video

Companies that sell cloud software are contending with a more cautious spending environment from their existing customers.

Cloud software buyers are getting frugal, leading to slower growth at former highfliers

Twilio has decided to retain Segment but reduce investments as it pushed toward profitability. The company is now targeting the end of 2025 for a shift to GAAP operating profitability.

Twilio Moves Up Profitability Goal as Growth Era Comes to an End

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the results of its operational review of its Segment business. The company also provided targets for FY 2024 and FY 2025, and announced an additional $2 billion share repurchase authorization that it is targeting to complete during FY 2024. In consideration of the recent underperformance of the Segment business, and upo.

Twilio Concludes Operational Review of Segment Business and Announces $2 Billion Expansion of Share Repurchase Authorization

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Thursday, March 7, 2024 at 8:00 a.m. (PT) / 11:00 a.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com.

Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference

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Advanced Micro Devices

Salesforce

Artificial intelligence (AI) is still the hottest trend in 2024. After capturing investor imagination last year and sending almost every AI-adjacent stock skyward, the market may be ready to take a closer look at individual company potential.

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Twilio investors suffered a steep post-earnings selloff as the market assessed the company's operational review. I cautioned investors about chasing its previous surge, as I gleaned that its buying momentum could stall. Uncertainties surrounding Twilio Segment's performance and strategic value have led to a de-rating of TWLO stock.

Twilio: Won't Stay This Cheap For Long (Upgrade)

LOS ANGELES--(BUSINESS WIRE)--Legion Partners Asset Management, LLC, together with its affiliates (collectively, “Legion Partners”), which beneficially owns 601,050 shares, of Twilio Inc. (“Twilio” or the “Company”) (NYSE: TWLO) common stock, today sent a letter to the Company's Board of Directors encouraging it to announce a strategic alternative process to sell the Segment business and immediately expand its stock buyback program by at least an additional $3 billion. The full text of the lett.

Legion Partners Sends Letter to Twilio Board of Directors

ARK Innovation ETF

Twilio's latest quarterly report has sent the stock packing as customer spending and expansion have slowed. The company remains the top player in the cloud communications market, which could help it regain its mojo.

News for Twilio Stock (TWLO)