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

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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

If Twilio stock can protect its apps from abuse, TWLO has an opportunity to not only keep growing but deliver profits.
The post Twilio Needs to Figure Out How to Land the Rocket Ship appeared first on InvestorPlace.

Twilio Needs to Figure Out How to Land the Rocket Ship

Twilio stock and Twilio Inc both face increasing competition that could cause both investors and customers to question their ties to the firm.
The post Twilio Stock Could Be Hurt by Increased Competition appeared first on InvestorPlace.

Twilio Stock Could Be Hurt by Increased Competition

Slowing core markets for Twilio, an overheated valuation, and a tech antitrust crackdown will be a noxious combo for TWLO stock.
The post 3 Reasons Why You Should Sell Twilio Stock Now appeared first on InvestorPlace.

3 Reasons Why You Should Sell Twilio Stock Now

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Microsoft, Lululemon, CSX, Twilio and TransDigm are large-cap leaders that have rebounded from recent slides to regain their 50-day moving averages.

Microsoft And 4 More Top Large-Cap Stocks Make This Bullish Move

Although trade tensions and economic concerns have weighed heavily on growth names, the core business associated with Twilio stock remains largely unaffected.
The post Why Twilio Stock Can Keep Running Higher appeared first on InvestorPlace.

Why Twilio Stock Can Keep Running Higher

Buy Twilio stock at your own risk. The crowd may soon face a reality check they've been ignoring this far.

The Really Risky Side of Twilio Stock Nobody Wants to Talk About

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AT&;T, Constellation Brands, Zscaler, Okta and Constellation Brands are our top stock trades to watch for Monday. Let's look at the charts.

5 Top Stock Trades for Monday: OKTA, T, STZ, TWLO

Cloud communications platform Twilio Inc (NYSE: TWLO) traded higher Friday despite a rough day for the overall markets.

Why Twilio Shares Are Higher

Twilio will get to an annualized $1 billion revenue run rate very soon. Consider holding the stock when it gets there.

If You Can Catch Twilio Stock on the Dip, Buy and Hold

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

Twilio Inc. (TWLO) Up 0.5% Since Last Earnings Report: Can It Continue?

Twilio Inc. shares declined in the extended session Wednesday after the cloud-computing company announced a secondary offering of its stock.

Twilio stock slips on secondary offering announcement

Twilio is looking to raise as much as $750 million in a share offering.

Twilio takes advantage of 760% surge in stock price to raise more capital

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Here are ideas smart investors can use to jump into summer on the right foot.

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Twilio stock is a growth name that will rally as long as macroeconomic headlines stay quiet. Management is delivering results and Wall Street likes it.

A Massive Breakout in Twilio Stock Is Imminent

Twilio reported good Q1 2019 earnings May 1. Trading at more than 23 times sales, is TWLO stock still a buy?

Twilio Stock Still Going Strong 2 Years Later

TWLO stock has made monstrous gains, but as Twilio turns to anti-phishing efforts, the bullish narrative takes a decided hit.

Anti-Phishing Might Be Anti-Climactic For Twilio Stock

The company looks all set to step on the gas.

It's Time to Buy This Top Growth Stock

But it could take a few quarters before the results show up in the share price.

Twilio's Email Business Is Delivering for Investors

"I'm not going to tell you that it's cheap, but I'd much rather own Twilio than these shiny new objects," Cramer said.

Jim Cramer swaps Twilio for Red Hat in his 'cloud kings' group of hot tech stocks

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About to Buy Penny Stocks? Look at These Companies First

Investors need to pay close attention to Twilio (TWLO) stock based on the movements in the options market lately.

Implied Volatility Surging for Twilio (TWLO) Stock Options

The cloud communications company is reinvesting massive revenue growth into more R&D and marketing, paving the way to continued growth in the long run.

Twilio Keeps the Pedal to the Metal

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The fourth one is a software company in disguise.

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Twilio Inc stock dropped 4 percent Wednesday after the company reported first-quarter earnings and revenue beats.

Priced In? Analysts Weigh In On Twilio's Earnings, Sell-Off

Twilio shares moved sharply lower on Wednesday morning, and the ensuing bearish engulfing could signal some consolidation ahead.

News for Twilio Stock (TWLO)