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

Atlassian

Two disturbing reports about future growth have these two stocks falling sharply.

Atlassian and Twilio Show the Downside of SaaS Stocks

Shares of Twilio Inc. TWLO, -3.01% plummeted 23.5% toward a 4 1/2-year low in premarket trading Friday, after the customer communications software company reported a large third-quarter net loss and provided a downbeat fourth-quarter outlook. The stock is on track to open at the lowest price seen during regular-session hours since May 2018, and to suffer the biggest one-day drop since it lost 26.3% on May 3, 2017.

Twilio stock plunges toward 4 1/2-year low, kudos to BofA's Funk for pre-results double downgrade

Twilio withdrew its previous target of 30% annual revenue growth and said it was now targeting a range of15%-25%.

Twilio Stock Is Tumbling. Analysts Were Shocked by Its New Growth Forecast.

DoorDash

It is jobs day where traders will be looking to see if interest rate hikes by the Fed is slowing the pace of hiring.

Jobs report, Twilio plunge, DoorDash rise and more: Friday's 5 things to know

Twilio Inc. (NYSE:TWLO ) Q3 2022 Earnings Conference Call November 3, 2022 4:30 PM ET Company Participants Bryan Vaniman – Senior Vice President-Investor Relations and Corporate Development Jeff Lawson – Co-Founder and Chief Executive Officer Eyal Manor – Chief Product Officer Elena Donio – President-Revenue Khozema Shipchandler – Chief Operating Officer Conference Call Participants Bryan Vaniman [Call Starts Abruptly] Twilio's 2022 Investor Day. I'm Bryan Vaniman, Twilio's SVP of Investor Relations and Corporate Development.

Twilio Inc. (TWLO) Q3 2022 Earnings Call Transcript

Twilio (TWLO) delivered earnings and revenue surprises of 30.77% and 1.43%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) Reports Q3 Loss, Tops Revenue Estimates

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We got another huge slab of Q3 earnings reports out after today's closing bell.

Big Late-Market Moves on Q3 Reporting Numbers

Twilio Inc (NYSE: TWLO) shares are down more than 15% in Thursday's after-hours session after the company reported strong

What's Going On With Twilio Stock After Hours? - Twilio (NYSE:TWLO)

Shares of Twilio Inc. tumbled as much as 17% in extended trading Thursday after the customer-engagement technology company reported mixed fiscal third-quarter results that met Wall Street analysts' forecasts, but a hefty quarterly loss and sales forecast seemed to spook investors.

Twilio's stock tumbles as quarterly loss, outlook spook investors

Twilio shares fell after the cloud communications software maker announced third-quarter results that gave a soft revenue outlook.

Twilio tumbles 13% after issuing a soft quarterly revenue projection

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO) (LTSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today reported financial results for its third quarter ended September 30, 2022.

Twilio Announces Third Quarter 2022 Results

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Cloud stocks were as investors worried anew about the implications of interest rates continuing to shoot upward.

Cloud stocks creamed as Fed indicates more rate hikes are coming

Investors fled after an analyst downgraded the tech stock.

Why Twilio Stock Fell Hard Today

Shares of Twilio Inc. fell sharply Wednesday after BofA Securities' Michael Funk pulled an about-face on the customer communications software company, swinging to bearish from bullish just one day before third-quarter earnings are scheduled for release.

Twilio stock should be sold before earnings are released, BofA says

SAN FRANCISCO--(BUSINESS WIRE)--SIGNAL 2022 -- Today at SIGNAL 2022, Twilio (NYSE: TWLO) (LTSE: TWLO), the Customer Engagement Platform (CEP) that drives real-time, personalized experiences for today's leading brands, announced a lineup of products and enhancements designed to equip businesses with the technology they need to build profitable, long-term, direct relationships with customers - an imperative in this economic moment.

Twilio Expands Customer Engagement Platform to Strengthen Digital Businesses in Face of Macroeconomic Headwinds

Twilio's (TWLO) Q3 top line is likely to have gained from accelerated digital transformation and the latest buyouts. However, increased spending on product and market expansions is likely to have weighed on the bottom line.

Twilio (TWLO) to Post Q3 Earnings: Key Factors to Consider

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Software growth stocks are still looking for a catalyst as the sector lags the S&P 500. Guidance for 2023 will be key for software stocks.

Software Growth Stocks: How 2023 Guidance Plays Out Will Be Key

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, and Toyota Connected North America, Inc. (TCNA), an independent software and data innovation center of excellence, today announced Twilio Flex is powering TCNA's Drivelink telematics service platform.

Toyota Connected Leverages Twilio to Build A Faster and More Responsive 'Drivelink' Experience

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We always want to identify hot breakout stocks before they surge higher! Granted, the stock market has always been unpredictable, but it's about to enter a sweet spot, post midterm elections.

7 Breakout Stocks to Buy That Are ‘Immune' to Volatility

TWLO is still trading at inflated bubble-like valuations, despite the drastic correction thus far. Maybe those valuations are justified, since TWLO commands 53.58% of the global CPaaS market in FY2021, significantly aided by the projected 30% growth ahead.

Twilio: Temporary Headwinds In Q3 2022 - Management Promises Profitability By FY2023

U.S. messaging giant Twilio confirmed it was hit by a second breach in June that saw cybercriminals access customer contact information.

Twilio hack investigation reveals second breach, as number of affected customers grows

Twilio Is Losing Money, Should Investors Worry?

Tesla

Zoom Video

Despite the huge pullback by stocks, investors can't help but look for the best Cathie Wood stocks to buy. There is just something about the ARK Innovation ETF (NYSEARCA: ARKK ) that keeps drawing investors back in.

3 Best Cathie Wood Stocks to Buy Now

Cathie Wood-led ARK Investment Management bought over 26,000 shares of Twilio Inc

This Software Stock Is Up 11% In A Month — And Cathie Wood Just Loaded Up Over $2M Worth Of Shares

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.

News for Twilio Stock (TWLO)