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) expands its enduring partnership with Jack Henry, offering the latter access to its array of communication tools.

Twilio (TWLO) to Help Jack Henry Enhance Financial Services

Twilio Inc (NYSE: TWLO) has hired Qatalyst Partners as an advisor to work on its defense against activist investors. Its shares are roughly flat at writing.

Twilio hires Qatalyst as an advisor against activist investors

Twilio is working with bankers from Qatalyst Partners as it fends off activist investors who are pushing for changes at the company, including a potential sale

Twilio hired Qatalyst to advise on defense against activist investor group

Jack Henry & Associates

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, and Jack Henry™ (Nasdaq: JKHY) today announced Jack Henry is leveraging a suite of Twilio products to enable banks and credit unions to better communicate and engage with their customers across digital channels. Jack Henry uses Twilio's products for various steps across the customer journey – including: SMS text alerts for account.

Twilio and Jack Henry Shape the Future of Financial Services with Personalized Experiences

UiPath

Palantir Technologies

We've all dreamed of the future when robots would take over. That day appears to be now.

Cathy Wood's Top 3 AI Stocks For 2024

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--DataVisor, the world's leading AI-powered fraud and risk platform, announced the expansion of its end-to-end platform capabilities with the integration of SMS customer verification for fraudulent transactions. This new offering, powered by Twilio technology, provides customers with enhanced fraud protection via additional end-user authentication and verification capabilities. Additionally, it introduces a more cohesive and fully end-to-end fraud operation.

DataVisor Expands Fraud Detection Ecosystem with Twilio-Powered SMS Customer Verification Integration

Twilio's stock has plunged 85% from its all-time high. Its growth slowed down significantly over the past two years.

Will Twilio Be a Trillion-Dollar Stock by 2050?

PayPal

Twilio has pivoted and turned toward profitability. PayPal has a large customer base and new management with a clear vision.

2 No-Brainer Stocks to Buy Right Now for Less than $70

Twilio (TWLO) reported earnings 30 days ago. What's next for the stock?

Why Is Twilio (TWLO) Up 22.8% Since Last Earnings Report?

Twilio has made progress in cutting costs and boosting efficiency in its core communications segment. But the company's investments in growing its customer data platform haven't panned out, prompting additional job cuts.

Twilio Cuts More Jobs as Growth Strategy Stumbles

Twilio (TWLO) plans to reduce its total global workforce by approximately 5% to improve its profitability.

Twilio (TWLO) to Lay Off 5% Workforce to Improve Profitability

Iridium Communications

Teradyne

In the dynamic world of investment, Cathie Wood is a name that shines brightly. Wood, born in 1955, began her career in finance in the late 1970s.

Cathie Wood Growth Stock Picks: 3 Names She's Betting on Now

Following a workforce reduction announcement, Twilio (NYSE: TWLO ) saw its shares incur a muted price action. Notably, management cited underperformance in a business unit that activist investors targeted for divesture.

Twilio Layoffs 2023: What to Know About the Latest TWLO Job Cuts

Twilio Inc (NYSE: TWLO) just announced plans of cutting another 5.0% of its workforce in pursuit of profitable growth. Its shares are roughly flat at writing.

Twilio announces layoff shortly after activist investor took stake

Just a few hours after Spotify announced a large round of layoffs, Twilio is also announcing hundreds of job cuts. Around 5% of the company's workforce will be impacted.

Twilio lays off another 5% of employees following activist pressure

Twilio Inc (NYSE:TWLO) plans to slash about 295 jobs or 5% of its employees by the first quarter of 2024 after earlier this year cutting 17% of its workforce and closing several offices. The San Francisco-based customer engagement platform provider said it expects to incur about $25 million to $35 million in charges associated with the staff cuts during the fourth quarter.

Twilio announces another round of layoffs impacting about 5% of its workforce

The company has been targeted by two short sellers who are pushing for at least the divestiture of Twilio's Data & Applications business.

Twilio lays off 5% of employees in unit activists want to divest

Twilio Inc.'s stock TWLO, -0.30% fell 2% early Monday, after the cloud computing company said it plans to cut 5% of its global workforce and book $25 million to $35 million in severance charges. The company's most recent 10-K filing with the Securities and Exchange Commission shows it had 3,590 employees at of Dec. 31, 2022.

Twilio's stock slides 2% after company announces to cut 5% of workforce

UiPath, a specialist in robotic process automation, is the fourth-largest holding across Cathie Wood's portfolios at Ark. Ark recently added to its position in Twilio even as it sold several other AI stocks.

Cathie Wood's 3 Top Artificial Intelligence Stocks

Twilio Inc. (NYSE:TWLO ) UBS Global Technology Conference November 28, 2023 3:35 PM ET Company Participants Aidan Viggiano - CFO Conference Call Participants Taylor McGinnis - UBS Taylor McGinnis Okay. Well, hello, everyone.

Twilio Inc. (TWLO) UBS Global Technology Conference (Transcript)

Due to pressure from an activist investor, programmable communication tools provider Twilio (NYSE: TWLO ) saw its shares pop higher on Tuesday. Building a stake in TWLO stock, Anson Funds sent a letter to the company's board, urging the sale of the enterprise or, at minimum, the divestiture of its data and applications units.

Anson Funds Is Betting Big on Twilio (TWLO) Stock. What Comes Next?

Twilio Inc (NYSE: TWLO) is in the green this morning after an activist investor was reported to have taken a stake in the provider of cloud communication platforms. Anson Funds wants Twilio to find a buyer Anson Funds wants the technology company to consider selling the entire business, as per “The Information”.

Anson Funds has reportedly built a stake in Twilio

Activist investor Anson Funds is pushing for a sale or business divestiture at Twilio after building a stake in the enterprise software company.

Activist fund Anson takes Twilio stake, urges board to sell

CrowdStrike

Microsoft

CrowdStrike, Twilio, and Microsoft are three tech stocks that should keep building on their 2023 upticks in the coming year. CrowdStrike is hoping to deliver another "beat and raise" performance on Tuesday afternoon.

Got $3,000? These Top 3 Tech Stocks Could Make You Rich in 2024

BlackLine

Costco

Alphabet

Netflix

Red Rock Resorts

SecureWorks Corp.

trivago

Trade Desk

Under Armour

A financial advisor can help you understand the advantages and disadvantages of investment properties.

News for Twilio Stock (TWLO)