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.

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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) 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

Snowflake

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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Amazon

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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Peloton is transitioning to a software-first fitness company. Roku saw continued user growth while it pushed through a slow advertising market.

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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

CrowdStrike

Atlassian

Workday

Here, we pick four enterprise software stocks - WDAY, CRWD, TEAM and TWLO - that are poised to carry upside momentum in 2024.

4 Enterprise Software Stocks That Promise Gains in 2024

monday.com

Pinterest

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

Top 5 Internet-Centric Stocks for a Strong Portfolio in 2024

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?

Dollar General

Match Group

One good way to find investment opportunities is by looking to see what the smart money is doing at any given time. When corporate insiders or activist investors take a position in a company, it's often a sign that investors should expect favorable developments going forward.

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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.

Strength Seen in Twilio (TWLO): Can Its 6.7% Jump Turn into More Strength?

Shares of cloud-based communications software specialist Twilio (NASDAQ: TWLO ) popped sharply higher on Monday. News broke that Twilio co-founder Jeff Lawson will resign from the CEO role amid mounting activist pressure.

TWLO Stock Jumps as Twilio Announces CEO Transition

Software maker Twilio ousted company co-founder Jeff Lawson as CEO, sending TWLO stock up. Lawson's super-voting rights expired last year.

What Twilio Shake-Up Means For Tech Firms With Powerful CEOs

Twilio said on Monday it has appointed insider Khozema Shipchandler as the new CEO and expects its fourth-quarter revenue to be above the top-end of its earlier forecast range, sending the cloud communications firm's shares up about 7%.

Twilio taps insider Shipchandler as CEO, expects revenue to exceed forecast

Twilio founder Jeff Lawson on Monday said he would step down as CEO of the enterprise communications software company.

Twilio CEO Lawson steps down after bruising activist battles

SAN FRANCISCO--(BUSINESS WIRE)--Twilio announces CEO transition. Khozema Shipchandler is appointed CEO, Jeff Lawson steps down as CEO and from the Twilio Board of Directors.

Twilio Announces CEO Transition

Twilio is operating in a lucrative and fast-growing market, which could send its shares up substantially in the long run. The company is facing a slowdown right now, but investors should focus on the bigger picture.

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Cloudflare

The stock market could do anything in 2024, so investors need to be ready to jump on any opportunities that arise. Twilio is struggling to accelerate growth, but the company's plan to become sustainably profitable has my attention.

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In the latest trading session, Twilio (TWLO) closed at $77.17, marking a -0.28% move from the previous day.

Twilio (TWLO) Stock Falls Amid Market Uptick: What Investors Need to Know

UiPath

Twilio has far more upside than it delivered this year. UiPath's robotics and software ecosystem draws developers and investors alike.

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Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Trending Stock Twilio Inc. (TWLO) a Buy Now?

After reaching an important support level, Twilio Inc. (TWLO) could be a good stock pick from a technical perspective. TWLO recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.

Twilio (TWLO)'s Technical Outlook is Bright After Key Golden Cross

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Twilio's customer-centric software should see growth in 2024 if the consumer strengthens. MercadoLibre continues to post impressive growth numbers for its size.

News for Twilio Stock (TWLO)