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 has decided to retain Segment but reduce investments as it pushed toward profitability. The company is now targeting the end of 2025 for a shift to GAAP operating profitability.

Twilio Moves Up Profitability Goal as Growth Era Comes to an End

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 results of its operational review of its Segment business. The company also provided targets for FY 2024 and FY 2025, and announced an additional $2 billion share repurchase authorization that it is targeting to complete during FY 2024. In consideration of the recent underperformance of the Segment business, and upo.

Twilio Concludes Operational Review of Segment Business and Announces $2 Billion Expansion of Share Repurchase Authorization

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Thursday, March 7, 2024 at 8:00 a.m. (PT) / 11:00 a.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com.

Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference

Palo Alto Networks

PayPal

Post-earnings tech stocks are our topic for today. As the tech-heavy Nasdaq 100 has surged more than 5% year-to-date (YTD), investors are rigorously assessing companies with accelerated growth potential that may see a surge in price following recent earnings announcements.

3 Tech Stocks Poised for a Post-Earnings Surge in March

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In the dynamic world of the stock market, the true gems often lie beyond the limelight, where companies quietly shape industries and deliver consistent returns. This narrative showcases these three entities.

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Artificial intelligence (AI) is still the hottest trend in 2024. After capturing investor imagination last year and sending almost every AI-adjacent stock skyward, the market may be ready to take a closer look at individual company potential.

3 AI Stocks for Your March Must-Buy List (Hint: None Are Nvidia)

Twilio investors suffered a steep post-earnings selloff as the market assessed the company's operational review. I cautioned investors about chasing its previous surge, as I gleaned that its buying momentum could stall. Uncertainties surrounding Twilio Segment's performance and strategic value have led to a de-rating of TWLO stock.

Twilio: Won't Stay This Cheap For Long (Upgrade)

LOS ANGELES--(BUSINESS WIRE)--Legion Partners Asset Management, LLC, together with its affiliates (collectively, “Legion Partners”), which beneficially owns 601,050 shares, of Twilio Inc. (“Twilio” or the “Company”) (NYSE: TWLO) common stock, today sent a letter to the Company's Board of Directors encouraging it to announce a strategic alternative process to sell the Segment business and immediately expand its stock buyback program by at least an additional $3 billion. The full text of the lett.

Legion Partners Sends Letter to Twilio Board of Directors

ARK Innovation ETF

Twilio's latest quarterly report has sent the stock packing as customer spending and expansion have slowed. The company remains the top player in the cloud communications market, which could help it regain its mojo.

Cathie Wood Is Selling This Tech Stock, but Investors Shouldn't Miss the Bigger Picture

The heavy selling pressure might have exhausted for Twilio (TWLO) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Twilio (TWLO) Loses -23.2% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

Twilio Inc. NYSE: TWLO is a leading cloud-based communications platform-as-a-service (CPaaS) provider. This business services sector company was named a leader in the 2023 Gartner Magic Quadrant for CPaaS.

Twilio: 4 compelling reasons to buy the dip

Coinbase

Zoom Video

Cathie Wood's Ark Innovation ETF is adjusting its portfolio, selling off shares in key tech companies like Coinbase, Zoom, and Twilio. Wood's strategy involves taking profits from Coinbase following its recent bull run, while the Zoom Video and Twilio shifts look more like disappointed business reviews.

Why Can't Cathie Wood Stop Selling These 3 Tech Innovators Right Now?

SAN FRANCISCO--(BUSINESS WIRE)--Businesses are integrating customer data platforms with AI and analytics to personalize customer experiences and drive business success, according to a new report from Twilio Segment (NYSE: TWLO). The fifth annual Customer Data Platform Report, which reflects the findings of anonymized usage data from Twilio Segment's 25,000+ customers, finds that businesses are prioritizing data quality to harness the power of AI and quickly act on nuanced customer insights. Ami.

Twilio Report Reveals Customer Data Platforms are a Critical Foundation for AI-Driven Customer Insights

With Twilio under pressure from activist investors, it's looking at whether to sell Segment, the company it bought in 2020 for $3.2 billion.

With Twilio under activist pressure, Segment could be put up for sale

Despite showcasing expansive quarterly growth and continuing a very impressive streak of exceeding bottom line expectations, Twilio's stock dropped -15% in Thursday's trading session on softer sales guidance for the first quarter.

Time to Buy the Dip in Twilio's (TWLO) Stock After Earnings?

Twilio easily beat expectations in the fourth quarter. But forward guidance was mixed relative to expectations, including a sequential revenue decline in Q1.

Why Twilio Stock Dropped Today

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an AI conversation data platform comes out of stealth announcing $5.5M of funding led by Lightspeed Venture Partners and first product release.

Former Twilio Exec Launches Zocks, an AI-Powered Platform that Captures Industry Specific Insights from Client Conversations

Twilio (NYSE: TWLO ) stock is on the move Thursday after the software and communications solutions company's shares were hit with a price target cut by Needham. The price target for TWLO stock was reduced from $80 per share to $71 per share by Needham analysts.

Needham Just Slashed Its Price Target on Twilio (TWLO) Stock

Twilio's (TWLO) Q4 results reflect growth in the usage of its products and seasonal sales boost during the holiday season, partially offset by the challenges from the crypto customers.

Twilio (TWLO) Q4 Earnings and Revenues Surpass Estimates

Twilio Inc (NYSE:TWLO), the software company, saw shares trade 13% lower on Thursday after it reported weaker-than-expected sales growth guidance in the first trading update since its long-serving chief executive stepped down. Sales are expected to reach US$1.03 billion for the quarter ending in March, lower than the market consensus of US$1.05 billion.

Twilio shares fall as new boss warns of weak sales

Twilio Inc. (TWLO) Q4 2023 Earnings Call Transcript

Weeks after Khozema Shipcandler was made CEO, Twilio said it would begin an operational review of its Segment business, which has been scrutinized by activists.

Twilio begins operational review of activist-targeted business unit

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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The Tech Sector, XLK, dominated market performance in 2023, with seven of the biggest names capping off a banner year. SA Quant's Top 10 Tech Stocks for 2023 were up 43.6%, outperforming the S&P 500 by almost 20%, including SMCI +255%, ACLS +68%, and FN +50% through December 31st*. For 2024, the SA Quant Team selected a new list of 10 tech stocks with a focus on emerging technologies and innovation, particularly companies eager to leverage AI and ChatGPT.

News for Twilio Stock (TWLO)