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

AppLovin Corp

Catalent

Duolingo

Paramount Global

These fives stocks have strong growth potential for the rest of 2024. These are: APP, DUOL, PARAA, TWLO, CTLT.

More Interest Rate Cuts Ahead: 5 Growth Stocks to Benefit

Shares of Twilio Inc (TWLO, Financial) surged 3.22% in mid-day trading on Oct 2. The stock reached an intraday high of $66.54, before settling at $65.78, up from its previous close of $63.73.

Twilio Inc (TWLO) Shares Up 3.22% on Oct 2

TWLO expands its footprint in the AI space through a new partnership with OpenAI.

Twilio Expands in Conversational AI Space: Should You Buy the Stock?

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, announced an integration in collaboration with OpenAI to bring the company's new Realtime API to the Twilio platform. The integration of streaming speech-to-speech (S2S) capabilities – part of the Realtime API – will enable over 300,000 Twilio customers and more than 10 million developers to build powerful conversational AI virtual age.

Twilio Announces Integration with OpenAI's Realtime API for Building Conversational AI Applications

TWLO's leadership in the customer engagement space, combined with its AI-driven innovations, positions it well for future growth.

Twilio Rises 14% in 3 Months: Should Investors Buy the Stock?

Twilio Inc. TWLO provides developers and businesses tools and products to enhance their communications with customers. Its cloud communication-as-a-service (CPaaS) platform offers basic services like voice, email, and SMS messaging to more advanced interactive services like video, artificial intelligence (AI) chatbots, voice application programming interfaces (APIs), and identity authentication.

Seize the Growth: Twilio's AI Innovations Are Driving Huge Upside

This company is harnessing the power of AI to deliver better customer service solutions.

1 Undervalued AI Stock Down 86% to Buy Now

Twilio, a key player in CPaaS, shows promise despite being unprofitable, with a market cap of $9.7B and growing revenue. Q2 2024 revenue exceeded expectations, showing a positive trend towards profitability, with operating expenses decreasing relative to revenue. The CPaaS market is booming, projected to grow at a 30% CAGR by 2029, with Twilio's active customers increasing significantly.

Twilio: Investment On The Verge Of Growth

Twilio Stock Is A Buy As Risk-Reward Looks Favorable

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today released its State of Nonprofit Digital Engagement Report from Twilio.org, which highlights the impact of new technology on engagement in the nonprofit sector, including public sector, healthcare and education institutions classified as 501c(3) organizations. In its second edition, the report reveals how nonprofit organizations a.

Twilio Report Reveals Nonprofits Are Adopting AI in CPaaS Faster Than the Private Sector

Twilio Inc. (NYSE:TWLO ) Goldman Sachs Communacopia + Technology Conference Call September 9, 2024 6:45 PM ET Company Participants Khozema Shipchandler - Chief Executive Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Matthew Martino - Goldman Sachs Kasthuri Rangan How is everybody doing, by the way? First day, it's just day one.

Twilio Inc. (TWLO) Goldman Sachs Communacopia + Technology Conference (Transcript)

Despite Twilio's low P/E multiple suggesting a potential bargain, recent challenges, including slowing sales growth, cast doubt on the near-term performance.

Twilio Stock Trades at Low P/E Multiple: What Should You Do Now?

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, announced the global availability of Rich Communication Services (RCS) messaging via its Programmable Messaging and Verify APIs. RCS enhances traditional messaging by introducing branded sender identification in their default messages app, ensuring customers can immediately recognize and trust the source of their messages. With this up.

Twilio Expands Access to Rich Communication Services to Enhance Branded Messaging and Build Customer Trust

Twilio (TWLO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

All You Need to Know About Twilio (TWLO) Rating Upgrade to Buy

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 Goldman Sachs Communacopia and Technology Conference on Monday, September 9, 2024 at 3:45 p.m. (PT) / 6:45 p.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com. Di.

Twilio to Participate in Goldman Sachs Communacopia and Technology Conference

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term

Twilio's (TWLO) strong market position, innovative growth initiatives and attractive valuation make it a compelling investment opportunity.

Twilio (TWLO) Plunges 22% YTD: Should Investors Buy the Dip?

Twilio stock gained some momentum following its latest quarterly report. The stock could keep heading higher thanks to a huge customer base to which it could upsell AI-based services.

1 Incredibly Cheap Stock Down 21% to Buy Before It Jumps 95%

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The three-week market selloff sparked by recession fears was led by plunging tech, cyclical, industrial, and energy stocks. High-quality stocks clobbered in the past 30 days, and others beaten down in the past year offer potential buying opportunities. We identified 6 stocks down by double digits within the last year with Buy or Strong Buy Quant Ratings, high forward growth metrics, and attractive valuations.

6 Beaten Down Stocks Rated Buy (SA Quant)

Twilio beat Q2 estimates in terms of the top and bottom line. Despite weak revenue growth, Twilio's free cash flow profile is improving, and the net retention rate remained stable at 102% in Q2'24. Twilio's shares are undervalued with a P/S ratio of 2.1X, indicating potential for upside revaluation.

Twilio: A Solid Cloud Growth Investment

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Twilio's growth is being throttled by macro and competitive challenges. Unity is trying to right-size its business as its growth engines sputter.

Better Tech Stock: Twilio vs. Unity Software

Twilio investors are likely struggling with the stock's performance, seemingly going nowhere. Progress has been made as Twilio pushes to reach GAAP profitability. The market seems uninterested, but investors shouldn't be unnerved. I will explain why.

Twilio: It Is Always Darkest Before Dawn

Twilio reported its Q2 FY24 earnings where revenue and earnings grew 4% and 45% YoY, respectively, beating estimates. The company continued to see stabilization in its Communication business, while the Segment business showed early signs of recovery given targeted go-to-market strategies and product innovation. Meanwhile, its Net Retention rate also stabilized for the third quarter in a row, while profit margins expanded, as losses from its Segment business narrowed.

Twilio: It's Time To Turn Cautiously Optimistic

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We have narrowed our search to three mid-cap Internet software stocks with strong potential for the rest of 2024. These are: TWLO, DAY, APPF.

3 Mid-Cap Internet Software Stocks to Buy for Stellar Returns

Twilio TWLO shares have been beaten down the last few years but it's still growing its business. This Zacks Rank #1 (Strong Buy) is expected to grow earnings by 31% this year.

News for Twilio Stock (TWLO)