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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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

Twilio Inc. came up short with its revenue forecast for the current quarter, helping to drive its shares lower in Wednesday's extended session.

Twilio's stock moves lower after earnings as revenue forecast comes in light

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, reported financial results for its fourth quarter and full year ended December 31, 2023. “Twilio had a terrific fourth quarter to close out a strong 2023,” said Khozema Shipchandler, Twilio's CEO. “It's a privilege to lead the Twilio team into its next chapter as we continue to make strides on our path to GAAP profitability. We enter 2.

Twilio Announces Fourth Quarter and Full Year 2023 Results

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Top 10 Tech Stocks For 2024 (SA Quant)

Though softened IT spending may have hurt Twilio's (TWLO) Q4 top line, the company's cost-saving initiatives, including headcount reduction and several office closures, are likely to have aided the bottom line.

Twilio (TWLO) to Report Q4 Earnings: What's in the Offing?

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In the latest trading session, Twilio (TWLO) closed at $70.44, marking a +0.16% move from the previous day.

Twilio (TWLO) Ascends But Remains Behind Market: Some Facts to Note

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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 honorees of its AI Startup Searchlight awards, which recognizes innovative startups that are creatively using Generative Artificial Intelligence (AI) and Twilio to enhance digital communications and experiences for their customers. The AI Startup Searchlight honorees are pioneering the practical application of AI ac.

Twilio Announces the Honorees of the 2024 AI Startup Searchlight Awards

Twilio's strategic focus on improving profitability while maintaining revenue growth is poised to attract investor favor. Despite challenges in its Twilio Data & Applications business, the overall trajectory appears positive. Overall, Twilio is a promising investment option.

Twilio: The Turnaround Is Gathering Steam (Upgrade)

Twilio Inc. stock has been soaring amidst a tech sector melt-up. While growth has slowed, the company has executed on improving operating margins. Twilio maintains a net cash balance sheet and has an outstanding share repurchase program.

Twilio: A Rare Value Stock In The Tech Sector

Twilio (TWLO) is gaining the favor of investors for its impressive fundamentals, solid portfolio and a long lineup of artificial intelligence-based products.

Here's Why Twilio (TWLO) Stock is a Solid Portfolio Pick Now

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Snowflake's capability to handle unstructured and streaming data is proving to be a major benefit in the current AI-powered digital world. Twilio's cloud-based communication strategy has helped generate significant cost savings for its clients.

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Twilio grew rapidly after its public debut in 2016. But its growth has slowed down significantly over the past two years.

Could Twilio Become the Next Amazon?

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Twilio (TWLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Twilio (TWLO) Could Beat Earnings Estimates Again

Having spent much of last year trading in a narrow range, it's looking like shares of tech stock Twilio Inc. NYSE: TWLO are finally ready to break out. The stock is up 45% since the start of November, helped no doubt by the overall risk-on sentiment that's been sweeping equity markets in the meantime, and the rally is sure to be a welcome change of pace for investors.

Twilio stock can't do anything wrong; more gains imminent

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its fourth quarter and full year 2023 results will be released on Wednesday, February 14, 2024, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, February 14, 2024 to discuss its results with the investment community. Investors and analysts can pre-register.

Twilio to Announce Fourth Quarter and Full Year 2023 Results on February 14, 2024

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We have narrowed our search to five Internet software stocks with strong potential for 2024. These are: META, CRWD, PINS, MNDY, TWLO.

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Twilio has only started to begin cleaning up its operations, and now it's getting a new leadership team. The exit of its co-founder CEO signals more upcoming changes at Twilio in 2024.

Twilio Is Getting a New Management Team, Time to Shop the Stock for 2024?

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After many months of activist-investor pressure, Monday's abrupt departure of Twilio Chief Executive Jeff Lawson is a likely precursor to more change, such as a possible sale of its data and applications unit.

As CEO departs, Twilio investors should prepare for more changes — and a possible sale

Twilio (TWLO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

News for Twilio Stock (TWLO)