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

The average of price targets set by Wall Street analysts indicates a potential upside of 101.8% in Twilio (TWLO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Believe Twilio (TWLO) Could Rally 102%: Here's is How to Trade

Shares bounced as optimism rose about the economy.

Why Twilio Stock Was Up This Week

Twilio Inc (NYSE:TWLO) is up 1.5% to trade at $69.80 at last check, but there's several reasons why investors should steer clear of the communications software name for now.

Why Investors Should Ditch Twilio Stock Right Now

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Analysts' estimates suggest these companies are poised to take off

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Investors are turning optimistic after the latest bank earnings.

Why Twilio Stock Popped Today

Twilio hit a fresh low last week, but there are signs, both from a fundamental and a technical point of view, that suggest a Q4 rally could be in the making.

Twilio and Its 65% Upside Going Into Q4

Twilio stock nosedived 15% after Q2 earnings in spite of solid results. The company continues to sustain 30% organic growth.

Twilio At 3x Sales Is A Diamond In The Tech Bloodbath

Twilio is moving into the software space to lift its relatively low gross margins, but its execution risks remain high. TWLO's round trip from its 2021 highs back to its COVID lows highlighted the market's perspective on its valuation. As a result, Twilio needs to move away from being labeled speculative.

Twilio: Buying At These Levels Is Still Speculative - Here's Why

On the backdrop of enterprise digitalization and increased adoption of cloud-based communications solutions, Twilio's business has expanded at a rapid base. But as investor sentiment for growth assets cooled, TWLO stock has suffered strong selling pressure - down 85% from all-time highs.

Twilio: Now A Buy

Why Twilio Stock Was Down This Week

The stock fell as investors worried about stubborn inflation.

Why Twilio Stock Was Down on Thursday

HubSpot

Snowflake

Fears over slowing growth amid higher rates led to software analyst downgrades today.

Why Snowflake, Twilio, and HubSpot Tanked Today

Appian

Software stocks fell as yields remained high and a peer announced its CEO was stepping down.

Why Twilio, Snowflake, and Appian Shares Plunged Today

Bill.com

Atlassian

High-growth software stocks moved up on hopes bond yields may be peaking.

Why Twilio, Bill.com, and Atlassian Surged Double Digits This Week

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO) (LTSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that its third quarter 2022 results will be released on Thursday, November 3, 2022, after market close. In addition, the company announced that it will hold a virtual Investor Day on Thursday, November 3 from 1:30 p.m. (PT) to 5:00 p.m. (PT) during day two of Twilio SIGNAL 2022. Jeff Lawson, co-founder

Twilio to Announce Third Quarter 2022 Results and Hold a Virtual Investor Day on November 3, 2022

Cloudflare

Both Cloudflare and Twilio have the runway necessary to be great investments right now.

2 Stocks You Should Buy in the Bear Market

SAN FRANCISCO & MUNICH--(BUSINESS WIRE)--Twilio (NYSE: TWLO) (LTSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that BSH Home Appliances Group, the largest manufacturer of home appliances in Europe, will leverage Twilio Flex, a cloud-based contact center, to revamp its entire digital infrastructure within their customer service organization. Deloitte Consulting Spain is a consulting partner and advisor for t

BSH Home Appliances Group Chooses Twilio To Revamp Its Digital Customer Engagement Experience

Unity Software

The ARK Invest guru has been an active buyer recently, and much of her money has been going into these two stocks.

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To hear this analyst tell it, Twilio stock is still a screaming "buy."

Why Twilio Stock Is Up On a Down Day

3 Growth Stocks Down 54% to 84% That You Can Buy and Hold Forever

Electronic Arts

The industry is getting no love in 2022 but has a lot of tailwinds that are going to work in its favor over the next 10 years.

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Semrush Holdings

The stock market downturn hasn't deterred Wall Street analysts from recommending these three innovative companies.

3 Growth Stocks Down 53% to 83% to Buy Now, According to Wall Street

Datadog

JFrog

Twilio, JFrog, and Datadog are well-poised for big comebacks.

3 Cloud Stocks That Could Go Parabolic

Trade Desk

Either of these stocks would make an excellent long-term holding.

2 No-Brainer Stocks to Buy Right Now for Less than $100 a Share

NVIDIA

Roku

In the midst of the ongoing meltdown, Wood is stocking up.

News for Twilio Stock (TWLO)