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

Home Depot

2 Stock Picks for 2021

Alphabet

Cloudflare

Peloton

Incredible capability to grow is just one of the reasons.

Why You Should Consider Software Stocks as Part of Your Portfolio

Syniverse Technologies, a company that helps mobile providers move communications across public and private networks, announced an extensive partnership with Twilio this morning. Under the agreement, Twilio is investing up to $750 million to become a minority owner in the company.

Twilio to become minority owner in Syniverse Technologies with $750M investment

TAMPA, Fla. & SAN FRANCISCO--(BUSINESS WIRE)-- #enterprises--Syniverse and Twilio are announcing a partnership to help accelerate growth of next generation communications network.

Syniverse and Twilio Announce Partnership to Accelerate Growth of Next Generation Communications Network

Carlyle Group

Cloud communications company Twilio Inc (NYSE: TWLO) to invest up to $750 million in Carlyle Group Inc (NASDAQ: CG) owned messaging company Syniverse Technologies ahead of the latter's potential public listing, the Wall Street Journal reports. Reportedly, the investment could be followed by a merger between Syniverse and a special-purpose acquisition company (SPAC).

Twilio Could Invest $750M In Carlyle Group's Syniverse: WSJ

The stock price of Twilio Inc (NYSE: TWLO) increased by over 1.8% pre-market. This is why it happened.

TWLO Stock Price Increases Over 1.8% Pre-Market: Why It Happened

Cloud-communications firm Twilio Inc is in talks to invest as much as $750 million in Syniverse Technologies LLC, the Wall Street Journal reported on Sunday.

Twilio nears deal to invest up to $750 million in Syniverse: WSJ

Cisco Systems

Oracle

Verb Technology Company Inc

PALM BEACH, Fla., Feb. 25, 2021 /PRNewswire/ -- Cloud Application Programming Interface (Cloud API) is a type of API that enables the development of applications and services used for the provisioning of cloud hardware, software, and platforms. Cloud APIs act as a gateway or interface,...

Cloud Application Programming Interface (API) Market Becoming the Next Billion Dollar Opportunity for Tech Stocks

This cloud specialist could replicate its terrific 2020 performance thanks to a fast-growing end-market.

This Growth Stock Could Triple Once Again This Year

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the leading cloud communications platform, today released its second annual State of Customer Engagement Report. Combining insight from the Twilio platform, which powers over 1 trillion human interactions annually, with results of new global research of 2,500 enterprise decision makers, the report reveals that digital communications were critical to business survival in 2020, and that the solutions that were built will shape business success

Twilio's Annual State of Customer Engagement Report Finds Digital Engagement Is Key to Business Survival in a Post-Pandemic World

Fastly

Stitch Fix

Why Stitch Fix, Twilio, and Fastly Shares Plunged Today

Can this hot tech stock grow into its frothy valuations?

Is Twilio an Overvalued Growth Stock?

There are a lot of downsides to this hot SaaS stock.

Why I Won't Buy Twilio Stock

MongoDB

Anaplan Inc

Sunrun

Tiger Global Management, the firm founded by Chase Coleman (Trades, Portfolio), revealed this week that its top five sells during the fourth quarter of 2020 were in Sunrun Inc. (NASDAQ:RUN), Facebook Inc. (NASDAQ:FB), Twilio Inc. (NYSE:TWLO), MongoDB Inc. (NASDAQ:MDB) and Anaplan Inc. (NYSE:PLAN).

Top 5 4th-Quarter Sells of Chase Coleman's Tiger Global

Twilio Inc. (NYSE: TWLO) raised $1.536 billion in a public secondary offering, upsized from $1 billion. The offering is expected to close on February 23, 2021, and underwriters have a 30-day option to procure additional shares worth $230.4 million compared to the previous limited of $150 million.

Twilio Raises $1.5B In Upsized Share Sale

Shares of Twilio Inc. dropped 3.9% in premarket trading Friday, to pull back from the previous session's record close, after the cloud communications platform said the value of its public stock offering was upsized by more than 50%. The company said Friday a public offering of Class A common stock priced, for proceeds of $1.54 billion.

Twilio stock pulls back from record after stock offering value upsized by more than 50%

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (“Twilio”) (NYSE: TWLO), the leading cloud communications platform, today announced the pricing of an underwritten public offering of shares of its Class A common stock for proceeds of $1,536,000,000, before deducting estimated offering expenses payable by Twilio. The offering is expected to close on February 23, 2021, subject to customary closing conditions. In addition, Twilio has granted the underwriters a 30-day option to purchase up to an additio

Twilio Inc. Announces Pricing of Upsized $1.54 Billion Public Offering of Class A Common Stock

The stock price of Twilio Inc (NYSE: TWLO) increased by 7.73%. This is why it happened.

TWLO Stock Price Increased 7.73%: Why It Happened

Twilio Inc. announced Thursday afternoon that it expects to sell $1 billion in fresh shares, after its stock zoomed to record highs following a strong earnings report. Shares dipped 2.5% in after-hours trading, following a 7.7% spike in the regular session to a record close of $443.49.

Twilio to sell $1 billion in fresh shares after earnings send stock to record high

SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (“Twilio”) (NYSE: TWLO), the leading cloud communications platform, today announced that it has commenced an underwritten public offering of $1,000,000,000 of shares of its Class A common stock. All of the shares in the proposed offering will be sold by Twilio. In addition, Twilio expects to grant the underwriters a 30-day option to purchase up to an additional $150,000,000 of shares of its Class A common stock in the offering. The proposed offering i

Twilio Inc. Announces Proposed Public Offering of Class A Common Stock

Shares of Twilio (NYSE: TWLO) were gaining ground Thursday after the San Francisco-based cloud communications platform reported higher-than-expected revenue and earnings for the fourth quarter and full year 2020. Twilio's Numbers: Twilio posted $548.1 million in fourth-quarter revenue, up 65% year-over-year, with the company attributing $23 million from Segment starting on Nov. 2, 2020, the date that it completed the acquisition of the customer data platform.

4 Analysts On Twilio's Year-End Report: 'Digital Darling'

loanDepot

Investors started to lose confidence in the broader market, but they're excited about what these two companies just said.

These 2 High-Growth Stocks Shot Up in an Ugly Stock Market Thursday

Shares of Twilio rose 10% on Thursday after the cloud-computing company reported higher-than-expected revenue and earnings for the fourth quarter as demand for its software continued to rise amid the pandemic. The San Francisco-based company on Wednesday posted adjusted earnings of $0.04 a share, significantly surpassing the expected adjusted loss of $0.8 a share, according to Refinitiv.

Twilio surges 10% as adjusted profit beats expectations and 4th-quarter revenue growth picks up

Twilio's (TWLO) Q4 results reflect benefits from the accelerated digital transformation amid the COVID-19 pandemic-induced remote-working wave.

Twilio (TWLO) Q4 Earnings and Revenues Beat Estimates

Aphria

Tilray Brands

Walmart

One of the most common questions traders have about stocks is “Why Is It Moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

News for Twilio Stock (TWLO)