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

Twilio is buying customer data startup Segment for $3.2 billion. Both companies' CEOs spoke to Forbes about why they wanted the match.

Twilio CEO Jeff Lawson Shares Why He’s Spending $3.2 Billion To Acquire Customer Data Startup Segment

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO) today announced that it has entered into a definitive agreement to acquire Segment for approximately $3.2 billion in Twilio Class A common stock, on a fully diluted and cash free, debt free basis. The transaction is expected to close in the fourth quarter of 2020. “Data silos destroy great customer experiences,” said Jeff Lawson, co-founder and CEO of Twilio. “Segment lets developers and companies break down those silos and build a complete pi

Twilio to Acquire Segment, the Market-leading Customer Data Platform

Twilio (TWLO) to acquire customer data start-up -- Segment -- for $3.2 billion, which is likely to boost the company's cloud communications platform capabilities.

Twilio (TWLO) Intends to Buy Customer Data Start-Up Segment

Alphabet

NVIDIA

Target

Technology stocks have been among the best performers this year. Still, some analysts believe that investors should be more picky with tech stocks going forward.

What are the best tech stocks to buy in Q4?

Cloud communications platform Twilio Inc. (NYSE: TWLO) is set to buy data startup Segment for a price tag between $3 billion and $4 billion. Why It Matters: The deal would bring together two API companies.

Why CRM Innovator Twilio Wants To Spend $3B On Segment

Sources have told TechCrunch that Twilio intends to acquire customer data startup Segment for between $3 and $4 billion. Forbes broke the story on Friday night, reporting a price tag of $3.2 billion.

Twilio is buying customer data startup Segment for between $3B and $4B

Cloud communications platform provider Twilio Inc plans to buy customer data infrastructure company Segment for $3.2 billion, Forbes reported on Friday.

Twilio to buy cloud customer data startup Segment for $3.2 billion: Forbes

With cloud companies booming during the pandemic, one of the category’s recent public-company success stories is set to make a splash by spending billions to acquire one of its up-and-comers.

Twilio Set To Acquire Cloud Customer Data Startup Segment For $3.2 Billion

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that Jeremiah Brazeau will join the company as its chief technology officer. As CTO, Brazeau will be responsible for leading Twilio’s technology strategy and roadmap. With this key hire, Twilio brings its technology architecture, platform, and data design, under one leader. Brazeau will report directly to Twilio chief product officer Chee Chew. “Every day more and more customers are en

Twilio Welcomes Jeremiah Brazeau as Chief Technology Officer

In the latest trading session, Twilio Inc. (TWLO) closed at $298.18, marking a +1.25% move from the previous day.

Twilio Inc. (TWLO) Gains But Lags Market: What You Should Know

Twilio, one of the best-performing cloud stocks, could have more room to run, according to Todd Gordon, founder of TradingAnalysis.com.

High-flying cloud stock Twilio could have more room to run, trader bets

Twilio's stock surged after its Investor Day presentation, but I'm not sure why.

Why I Wasn't So Impressed With Twilio's Investor Day

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE:TWLO), the leading cloud communications platform, today announced that its third quarter 2020 results will be released on Monday, October 26, 2020, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Monday, October 26, 2020, to discuss its results with the investment community. Investors and analysts should register for the call in advance by visiting http://www.directeventreg.com/registration/event/4895144.

Twilio to Announce Third Quarter 2020 Results on October 26, 2020

Solid demand from healthcare, education and crisis management organizations, along with accelerated digital transformation by companies amid the pandemic, aiding Twilio's (TWLO) top-line performance.

Twilio (TWLO) Stock Rallies 13% on Upbeat Q3 Sales Outlook

Seven analysts just raised their 12-month price targets for Twilio stock.

Why Analysts Are Upping Their Price Targets for Twilio Stock

Twilio Inc. (NYSE: TWLO) said on Friday that it is aiming for annual growth of a minimum of 30% in the next four years. The announcement came only a day after the company forecast a higher revenue in the fiscal third quarter than its August’s estimate of up to £313.80 million.

Twilio pledges to a minimum of 30% annual growth in the next four years

Twilio (TWLO) is in the news Friday after boosting its outlook in a recent filing with the U.S. Securities and Exchange Commission. The post Twilio News: TWLO Stock Shoots 11% Higher on Great Growth Outlook appeared first on InvestorPlace.

Twilio News: TWLO Stock Shoots 11% Higher on Great Growth Outlook

A handful of analysts are upgrading their 12-month price targets for Twilio stock after the company's telling investor presentation.

Why Twilio Stock Soared on Friday

Twilio Inc (NYSE: TWLO) shares hit new 52-week highs on Friday after jumping more than 13% in response to a guidance hike during Thursday’s investor day event. In August, Twilio guided for third-quarter revenue of between $401 million and $406 million, but the company said it now expects to exceed that range.

Analysts On Twilio Investor Day: 'More Confidence In Owning TWLO For The Next Decade'

Zoom Video

Investors should be used to this story by now.

The Stock Market's Down, So These Stocks Are Obviously Jumping

Shares of Twilio extended its gains into Friday morning, reaching a 52-week high, after the company said in a filing that it expects better-than-expected third-quarter revenue. 

Twilio hits new 52-week high as stock continues to jump a day after upping forecast

Twilio Inc. TWLO, 13.54% shares rallied Friday following the cloud-computing company’s analyst day where the company pledged 30% or higher annual growth over the next four years.

Twilio stock rallies on growth forecast

A late-day filing signals results could be far better than forecast.

Twilio Stock Soars Nearly 10% as Regulatory Filing Provides Bullish Guidance

Twilio stock has benefited from the rush to cloud during the coronavirus pandemic this year.

Twilio shares rise as it forecasts more quarterly revenue than expected

Thanks to the emergence of the API economy, TWLO stock is a long-term winner that investors should buy amid recent weakness. The post Recent Weakness Is an Opportunity to Buy Twilio appeared first on InvestorPlace.

News for Twilio Stock (TWLO)