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

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Twilio is a big growth company with a ton of long-term potential, and all that potential is understated when TWLO stock drops below $90. 
The post Be Ready to Buy the Dip in Twilio Stock at $90 Again appeared first on InvestorPlace.

Be Ready to Buy the Dip in Twilio Stock at $90 Again

These facts just might have you adding this stock to your “watch closer” list.

7 Fascinating Things to Know About Twilio

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Cloud-based enterprise stocks led the software sector lower during a broader selloff Monday, as businesses wait for signs of more economic certainty before parting with their IT bucks.

Cloud-software stocks weather harsh start to December amid tech-spending concerns

Twilio shares are down 30% year to date. This speculative story could be right-sizing, or that growth investors are bailing prematurely.

Is Twilio a Buy After Falling, or Is More Carnage to Come?

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Underlining the bullish case for TWLO stock is an impressive and relevant communications-related technology. However, investors ought to separate the investment thesis from the technological pageantry.

Twilio Stock Fell for a Fundamental Reason That Isn’t Going Away

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Twilio: Valuation Seems To Be Attractive After Pullback

The business software provider took an overly drastic haircut based on modest guidance for the fourth quarter.

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Growth was blistering, but investors were disappointed. Now might be the time to buy.

Twilio Disappointed in Q3, but It Wasn’t as Bad as the Stock Action Looks

Cloud communications company Twilio Inc (NYSE: TWLO) revised its full-year earnings guidance lower due to a "simple math error," and CEO Jeff Lawson promised investors it can't happen again.

'It's On Us,' Twilio CEO Says After Guidance Revision

The high-growth cloud stock lost a third of its value over the past three months.

Is Twilio's Stock Losing Its Mojo?

"We have instituted additional processes and controls to make sure such an error cannot happen again," Twilio CEO Jeff Lawson says in a "Mad Money" interview.

Mea culpa — Twilio CEO assures Jim Cramer 'simple math error' will never happen again

A warning sinks Twilio stock and weakens confidence and trust in the company, but following a significant correction are shares a better short, buy or best approached with a wait-and-see strategy?
The post Is Twilio Stock Finally a Buy?

Is Twilio Stock Finally a Buy?

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Twilio - The Case To Buy The Shares

Share of Twilio Inc. TWLO, -1.64% dropped 1.6% toward a 10-month low in morning trading Monday, after the chat software company disclosed a "calculation error" that led it to lower its full-year profit outlook for a second time in less than a week.

Twilio's stock slumps after another lowered profit outlook, citing 'calculation error'

Twilio's full-year earnings per share guidance is now expected to between 12 cents and 13 cents, instead of the 16 cents to 17 cents originally issued.

Twilio says it got the math wrong on its full-year earnings forecast last week

Text messaging is the future of communication, and because of this, the future for TWLO stock looks very bright. 
The post Twilio Stock May Go From Being Too Expensive to Bargain Levels appeared first on InvestorPlace.

Twilio Stock May Go From Being Too Expensive to Bargain Levels

The cloud-based communications expert is staying laser-focused on optimizing sales growth for a few more years.

Twilio Isn't Planning to Turn a Serious Profit Anytime Soon, and That's Okay

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News for Twilio Stock (TWLO)