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

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Earnings data Q4 2022

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Earnings data Q2 2023

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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

Amazon

Alibaba

Home Depot

NVIDIA

AT&T

Visa

Top investors leave a convenient blueprint of stocks to buy for the average trader. These seven stocks are key to their portfolios.

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The cloud-based communications specialist gets another bullish analyst note two weeks ahead of critical quarterly results.

Don't Bet Against Twilio Stock

Mimecast

Okta

RingCentral

Technology investors, especially those in the software segment, have enjoyed an outstanding first half of 2019.

Deutsche Bank Has 4 Sizzling Software Stocks for the Rest of 2019

TWLO stock is up big over the past 18 months, and current market dynamics imply that this big rally isn't over just yet.
The post 3 Big Reasons Twilio Stock Will Stay on an Uptrend This Summer appeared first on InvestorPlace.

3 Big Reasons Twilio Stock Will Stay on an Uptrend This Summer

Tapping Immelt's global experience and vast connections could open new territories and markets at just the right time.

Why Investors Should Want Jeff Immelt on Twilio's Board

Given TWLO stock's impressive run-up, investors may consider selling some shares of Twilio stock to realize some of their paper profits.
The post Are Investors Getting Too Bullish on Twilio Stock?

Are Investors Getting Too Bullish on Twilio Stock?

Twilio (TWLO) incorporates Automation and Email Testing tools in its SendGrid Marketing Campaign to help marketers send effective emails.

Twilio Enhances Email Tools for SendGrid Marketing Campaigns

Apple

Roku

Todd Shaver and his contributing editors at BullMarket Report, selected three favorite stocks in January’s MoneyShow.com Top Picks report. Apple (AAPL) rose an admirable 28%; Twilio (TWLO) rose a very strong 53%; and Roku (ROKU) jumped 198%, making the latter the #1 performer in our annual survey.

BullMarket Report: MoneyShow's #1 Stock Picker Eyes Apple, Twilio & Roku

Could the cloud communications company go even higher after its incredible start to the year?

Why Twilio Stock Popped 52.7% in the First Half of 2019

Deutsche Bank

Pinterest

Advanced Micro Devices

Village Farms International

Twilio, AMD, Pinterest, Deutsche Bank and Village Farms are our top stock trades to watch going into Tuesday's trading session. Here's why.

5 Top Stock Trades for Tuesday (July 9)

Although I don't see Twilio stock as one to buy right now, this type of investor could make a case for staying with TWLO.
The post Twilio Stock Has Become a ‘Hold’ for This Type of Investor appeared first on InvestorPlace.

Twilio Stock Has Become a ‘Hold’ for This Type of Investor

JD.com

Snap

Zillow

Roku, JD.com, Snap, Zillow, and Twilio have soared through the first six months of 2019, and they aren't likely to cool down now.

5 Hot Stocks to Buy in July

When should you get off the Twilio stock bandwagon? While TWLO stock has farther to run, keep a watchful eye on the exits.

With Twilio Stock Clearly In A Bubble, Should Investors Sell?

Stitch Fix

Zendesk

Twilio, Zendesk, and Stitch Fix are three companies that are appealing in today's smartphone-driven convenience economy.

3 Stocks for the Convenience Economy

The best companies take advantage of any opportunities to build out their business and that's exactly what Twilio is doing, thereby boosting the longer-term outlook for Twilio stock.
The post Henry Singleton Would Love Twilio Stock appeared first on InvestorPlace.

Henry Singleton Would Love Twilio Stock

Twilio Inc (NASDAQ: TWLO) shares have been on fire in the past year, gaining more than 147%.

Short Sellers Double Down On Twilio Following Rally

TWLO stock has been a spectacular performer since the beginning of last year. But investors can't ignore the risks to Twilio stock.

The Three Key Risks of Buying Twilio Stock

Twilio has been on fire this year.  But things may be getting overdone.

Twilio Stock Is Heading from Priced-to-Perfection to Overheated

Twilio has been consistently making 52-week highs throughout the year, earning its spot as a leading cloud communications platform. With so much strength in the cloud computing sector amidst recent trade war-driven market swings, Twilio is a stock you want to have a position in.

Patience Is a Virtue: Let Twilio Stock Run

VMware

Twilio and VMware have the capacity to yield strong valuations despite the threat of Amazon Web Services and Microsoft Azure.

VMware And Twilio Stocks Outperform In A Monopolistic Cloud Market

The cloud-based communications specialist has been a six-bagger since the start of last year, but the party may not be over.

Is Twilio a Buy?

Twilio stock has enjoyed a tremendous run of late, but like any other high-flyer, TWLO stock is due for a correction.
The post Sell Overvalued Twilio Stock At This Great Exit Price To Lock In Gains appeared first on InvestorPlace.

Sell Overvalued Twilio Stock At This Great Exit Price To Lock In Gains

Twilio stock has been on fire, doubling in just six months. Should we pass on TWLO or look to load up?

For Investors Who Missed Their Chance, Here’s Where to Buy Twilio Stock

Cronos Group

MongoDB

Don’t write these names off because you think you’ve missed the boat.

Three Stocks That Have Doubled and Still Have Room to Grow.

Always present, rarely seen, and increasingly essential, the fast-growing tech company is slowly emerging as a cloud titan in its own right.

News for Twilio Stock (TWLO)