TWLO RSI Chart
Last 7 days
3.3%
Last 30 days
5.7%
Last 90 days
6.0%
Trailing 12 Months
27.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 4.2B | 0 | 0 | 0 |
2023 | 4.0B | 4.1B | 4.1B | 4.2B |
2022 | 3.1B | 3.4B | 3.6B | 3.8B |
2021 | 2.0B | 2.3B | 2.5B | 2.8B |
2020 | 1.3B | 1.4B | 1.5B | 1.8B |
2019 | 754.1M | 881.4M | 1.0B | 1.1B |
2018 | 440.8M | 492.6M | 561.0M | 650.1M |
2017 | 305.4M | 336.7M | 365.7M | 399.0M |
2016 | 192.9M | 219.4M | 246.7M | 277.3M |
2015 | 108.4M | 127.9M | 147.4M | 166.9M |
2014 | 0 | 0 | 0 | 88.8M |
2013 | 0 | 0 | 0 | 49.9M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 04, 2024 | wagner dana | sold | -51,664 | 61.4322 | -841 | chief legal officer, secretary |
Apr 04, 2024 | viggiano aidan | sold | -205,166 | 60.79 | -3,375 | chief financial officer |
Apr 01, 2024 | shipchandler khozema | sold | -681,058 | 62.1347 | -10,961 | chief executive officer |
Apr 01, 2024 | wagner dana | sold | -256,628 | 62.1376 | -4,130 | chief legal officer, secretary |
Apr 01, 2024 | viggiano aidan | sold | -412,074 | 62.1249 | -6,633 | chief financial officer |
Mar 30, 2024 | stafman andrew | acquired | - | - | 7,039 | - |
Mar 15, 2024 | suzuki miyuki | sold (taxes) | -16,927 | 60.89 | -278 | - |
Mar 15, 2024 | epstein jeff | acquired | - | - | 1,462 | - |
Mar 15, 2024 | immelt jeffrey r | acquired | - | - | 1,276 | - |
Mar 15, 2024 | rottenberg erika | gifted | - | - | -1,296 | - |
Which funds bought or sold TWLO recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | JANE STREET GROUP, LLC | added | 294 | 65,157,800 | 95,015,500 | 0.02% |
May 16, 2024 | COMERICA BANK | added | 23.86 | -558 | 320,022 | -% |
May 16, 2024 | Creekmur Asset Management LLC | unchanged | - | -103 | 428 | -% |
May 16, 2024 | Beacon Capital Management, LLC | unchanged | - | 2.00 | 61.00 | -% |
May 16, 2024 | Arete Wealth Advisors, LLC | sold off | -100 | -248,048 | - | -% |
May 16, 2024 | Motley Fool Asset Management LLC | sold off | -100 | -222,603 | - | -% |
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -0.97 | -3,952,090 | 15,630,500 | 0.02% |
May 16, 2024 | Garner Asset Management Corp | sold off | -100 | -104,548 | - | -% |
May 16, 2024 | Ancora Advisors LLC | unchanged | - | -8,832 | 36,690 | -% |
May 16, 2024 | Tidal Investments LLC | added | 2.33 | -94,789 | 446,089 | 0.01% |
Unveiling Twilio Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Twilio Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GOOG | 2.2T | 318.1B | 26.64 | 6.9 | ||||
META | 1.2T | 142.7B | 26.25 | 8.42 | ||||
DASH | 47.6B | 9.1B | -113.44 | 5.23 | ||||
SNAP | 27.2B | 4.8B | -20.91 | 5.64 | ||||
MID-CAP | ||||||||
MTCH | 8.3B | 3.4B | 12.69 | 2.41 | ||||
YELP | 2.5B | 1.4B | 21.95 | 1.85 | ||||
SMALL-CAP | ||||||||
GETY | 1.6B | 903.2M | 51.82 | 1.72 | ||||
EVER | 838.3M | 269.8M | -17.89 | 3.11 | ||||
GRPN | 662.7M | 516.4M | -17.2 | 1.28 | ||||
SCOR | 67.6M | 366.6M | -0.94 | 0.18 | ||||
IZEA | 45.8M | 34.4M | -5.86 | 1.33 | ||||
DGLY | 8.9M | 26.1M | -0.38 | 0.34 |
Twilio Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -2.7% | 1,047,050,000 | 1,075,950,000 | 1,033,670,000 | 1,037,761,000 | 1,006,564,000 | 1,024,574,000 | 983,030,000 | 943,354,000 | 875,363,000 | 842,744,000 | 740,176,000 | 668,931,000 | 589,988,000 | 548,090,000 | 447,969,000 | 400,849,000 | 364,868,000 | 331,224,000 | 295,066,000 | 275,039,000 | 233,139,000 |
Cost Of Revenue | -7.7% | 503,009,000 | 544,784,000 | 517,351,000 | 532,006,000 | 515,874,000 | 543,432,000 | 520,955,000 | 498,065,000 | 450,292,000 | 446,197,000 | 375,561,000 | 337,684,000 | 291,684,000 | 265,969,000 | 217,095,000 | 191,718,000 | 171,333,000 | 156,534,000 | 136,904,000 | 125,024,000 | 107,089,000 |
Gross Profit | 2.4% | 544,041,000 | 531,166,000 | 516,319,000 | 505,755,000 | 490,690,000 | 481,142,000 | 462,075,000 | 445,289,000 | 425,071,000 | 396,547,000 | 364,615,000 | 331,247,000 | 298,304,000 | 282,121,000 | 230,874,000 | 209,131,000 | 193,535,000 | 174,690,000 | 158,162,000 | 150,015,000 | 126,050,000 |
Operating Expenses | -34.2% | 587,545,000 | 892,893,000 | 625,222,000 | 647,582,000 | 754,774,000 | 699,709,000 | 919,072,000 | 757,225,000 | 642,879,000 | 680,173,000 | 596,960,000 | 533,521,000 | 495,643,000 | 467,412,000 | 343,144,000 | 311,775,000 | 286,231,000 | 268,489,000 | 252,828,000 | 243,747,000 | 213,638,000 |
S&GA Expenses | -10.3% | 214,018,000 | 238,602,000 | 262,898,000 | 261,600,000 | 259,885,000 | 296,335,000 | 328,833,000 | 334,958,000 | 287,906,000 | 331,422,000 | 264,548,000 | 238,058,000 | 210,590,000 | 179,987,000 | 140,875,000 | 129,823,000 | 116,722,000 | 106,394,000 | 100,657,000 | 90,421,000 | 71,607,000 |
R&D Expenses | 6.8% | 251,615,000 | 235,645,000 | 241,654,000 | 226,896,000 | 238,595,000 | 274,094,000 | 284,735,000 | 279,641,000 | 240,611,000 | 223,249,000 | 209,890,000 | 181,280,000 | 174,800,000 | 158,856,000 | 136,652,000 | 120,701,000 | 114,339,000 | 110,236,000 | 104,481,000 | 98,783,000 | 77,855,000 |
EBITDA Margin | 40.4% | -0.10 | -0.16 | -0.13 | -0.21 | -0.26 | -0.24 | -0.28 | -0.23 | -0.22 | -0.24 | - | - | - | - | - | - | - | - | - | - | - |
Interest Expenses | 10820.8% | 18,893,000 | 173,000 | 18,955,000 | 511,000 | 18,750,000 | - | 18,750,000 | -261,000 | 19,011,000 | - | - | - | - | - | - | - | - | - | - | - | - |
Income Taxes | 76.3% | 10,188,000 | 5,778,500 | 1,700,000 | 700,000 | 10,467,000 | 9,202,000 | 3,580,000 | 2,600,000 | -2,858,000 | 1,621,000 | -14,800,000 | 1,300,000 | 900,000 | -15,368,000 | 648,000 | 294,000 | 1,000,000 | 1,156,000 | -2,555,000 | -2,033,000 | -51,721,000 |
Earnings Before Taxes | 87.4% | -45,161,000 | -359,654,000 | -139,960,000 | -165,443,000 | -331,672,000 | -220,225,000 | -478,747,000 | -320,175,000 | -224,485,000 | -289,752,000 | -238,958,000 | -226,567,000 | -205,652,000 | -194,717,000 | -116,266,000 | -99,629,000 | -93,814,000 | -89,091,000 | -90,289,000 | -94,612,000 | -88,224,000 |
EBT Margin | 29.4% | -0.17 | -0.24 | -0.21 | -0.30 | -0.34 | -0.33 | -0.36 | -0.32 | -0.31 | -0.34 | -0.34 | -0.33 | -0.31 | -0.29 | -0.26 | -0.27 | -0.29 | -0.32 | -0.32 | -0.29 | -0.25 |
Net Income | 84.9% | -55,349,000 | -365,408,000 | -141,707,000 | -166,187,000 | -342,139,000 | -229,422,000 | -482,327,000 | -322,769,000 | -221,627,000 | -291,396,000 | -224,109,000 | -227,853,000 | -206,542,000 | -179,351,000 | -116,914,000 | -99,923,000 | -94,791,000 | -90,247,000 | -87,734,000 | -92,579,000 | -36,503,000 |
Net Income Margin | 28.9% | -0.17 | -0.24 | -0.21 | -0.30 | -0.35 | -0.33 | -0.36 | -0.31 | -0.31 | -0.33 | -0.33 | -0.32 | -0.30 | -0.28 | -0.26 | -0.27 | -0.29 | -0.27 | -0.26 | -0.23 | -0.18 |
Free Cashflow | -14.6% | 190,123,000 | 222,545,000 | 188,572,000 | 65,791,000 | -115,721,000 | -76,310,000 | -133,627,000 | -66,365,000 | -24,555,000 | -50,716,000 | -67,606,000 | 14,563,000 | -481,000 | 8,348,000 | -2,613,000 | -8,102,000 | 9,216,000 | -14,350,000 | 4,731,000 | -9,935,000 | -11,766,000 |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -2.8% | 11,289 | 11,610 | 11,858 | 11,904 | 12,299 | 12,564 | 12,613 | 12,869 | 12,891 | 12,999 | 12,977 | 12,534 | 12,242 | 9,487 | 6,724 | 5,291 | 5,166 | 5,151 | 5,110 | 5,109 | 4,120 |
Current Assets | -4.6% | 4,678 | 4,904 | 4,742 | 4,665 | 4,857 | 4,984 | 4,962 | 5,104 | 5,831 | 5,932 | 5,906 | 6,374 | 6,094 | 3,372 | 3,569 | 2,161 | 2,078 | 2,061 | 2,068 | 2,060 | 1,063 |
Cash Equivalents | 2.5% | 673 | 656 | 678 | 675 | 635 | 652 | 633 | 799 | 1,617 | 1,479 | 1,497 | 1,800 | 2,332 | 934 | 1,127 | 476 | 346 | 254 | 331 | 537 | 379 |
Net PPE | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 118 | 106 | 105 |
Goodwill | 0% | 5,243 | 5,243 | 5,243 | 5,243 | 5,284 | 5,284 | 5,285 | 5,286 | 5,287 | 5,263 | 5,263 | 63.00 | 4,635 | 4,595 | 2,292 | 2,292 | 2,292 | 2,297 | 2,283 | 2,284 | 2,277 |
Liabilities | -1.9% | 1,842 | 1,877 | 1,878 | 1,928 | 1,980 | 2,005 | 2,082 | 2,027 | 1,973 | 1,967 | 1,895 | 1,839 | 1,995 | 1,035 | 961 | 969 | 910 | 871 | 826 | 812 | 793 |
Current Liabilities | -3.2% | 715 | 738 | 726 | 760 | 788 | 808 | 864 | 795 | 720 | 704 | 617 | 583 | 500 | 448 | 326 | 296 | 277 | 247 | 216 | 202 | 182 |
Long Term Debt | 0.0% | 989 | 989 | 989 | 988 | 988 | 987 | 987 | 987 | 986 | 986 | 986 | 985 | 1,218 | 302 | 433 | 471 | 464 | 458 | 452 | 446 | 440 |
LT Debt, Non Current | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 302 | 433 | 471 | 464 | 458 | 452 | 446 | 440 |
Shareholder's Equity | -2.9% | 9,448 | 9,733 | 9,979 | 9,977 | 10,319 | 10,559 | 10,531 | 10,842 | 10,917 | 11,031 | 11,082 | 10,694 | 10,247 | 8,453 | 5,762 | 4,322 | 4,257 | 4,279 | 4,284 | 4,297 | 3,328 |
Retained Earnings | -8.7% | -5,508 | -5,065 | -4,578 | -4,382 | -3,842 | -3,375 | -3,146 | -2,664 | -2,341 | -2,119 | -1,828 | -1,604 | -1,376 | -1,169 | -990 | -873 | -773 | -678 | -588 | -500 | -408 |
Additional Paid-In Capital | 1.1% | 14,961 | 14,798 | 14,611 | 14,419 | 14,234 | 14,056 | 13,842 | 13,623 | 13,344 | 13,169 | 12,910 | 12,297 | 11,619 | 9,613 | 6,742 | 5,181 | 5,034 | 4,953 | 4,868 | 4,794 | 3,733 |
Shares Outstanding | -0.5% | 181 | 182 | 182 | 185 | 186 | 186 | 182 | 182 | 181 | 174 | 173 | 170 | 167 | 147 | 143 | 141 | 139 | 130 | 136 | 129 | 117 |
Float | - | - | - | - | 11,100 | - | - | - | 13,100 | - | - | - | 51,000 | - | - | - | 20,800 | - | - | - | 15,900 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -14.6% | 190 | 223 | 206 | 84.00 | -97.87 | -58.45 | -115 | -62.57 | -17.57 | -38.24 | -46.17 | 22.00 | 5.00 | 15.00 | 4.00 | -1.62 | 16.00 | 12.00 | 16.00 | -4.71 | -9.11 |
Share Based Compensation | -4.7% | 159 | 166 | 185 | 153 | 171 | 192 | 209 | 242 | 155 | 187 | 164 | 144 | 137 | 123 | 89.00 | 79.00 | 69.00 | 67.00 | 68.00 | 71.00 | 58.00 |
Cashflow From Investing | 238.4% | 190 | -137 | -144 | 307 | 202 | 66.00 | -46.52 | -786 | 151 | -38.26 | -270 | -815 | -1,366 | -224 | -765 | 73.00 | 72.00 | -103 | -220 | -831 | -130 |
Cashflow From Financing | -238.2% | -363 | -107 | -66.86 | -347 | -121 | 12.00 | -1.15 | 30.00 | 4.00 | 57.00 | 14.00 | 265 | 2,759 | 17.00 | 1,413 | 59.00 | 5.00 | 14.00 | -1.09 | 994 | 13.00 |
Buy Backs | 228.6% | 387 | 118 | 55.00 | 373 | 125 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Condensed Consolidated Statements of Operations - USD ($) | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Income Statement [Abstract] | ||
Revenue | $ 1,047,050,000 | $ 1,006,564,000 |
Cost of revenue | 503,009,000 | 515,874,000 |
Gross profit | 544,041,000 | 490,690,000 |
Operating expenses: | ||
Research and development | 251,615,000 | 238,595,000 |
Sales and marketing | 214,018,000 | 259,885,000 |
General and administrative | 111,966,000 | 112,568,000 |
Restructuring costs | 9,946,000 | 121,942,000 |
Impairment of long-lived assets | 0 | 21,784,000 |
Total operating expenses | 587,545,000 | 754,774,000 |
Loss from operations | (43,504,000) | (264,084,000) |
Other expenses, net: | ||
Share of losses from equity method investment | (29,575,000) | (30,419,000) |
Impairment of strategic investments | 0 | (46,154,000) |
Other income, net | 27,918,000 | 8,985,000 |
Total other expenses, net | (1,657,000) | (67,588,000) |
Loss before provision for income taxes | (45,161,000) | (331,672,000) |
Provision for income taxes | (10,188,000) | (10,467,000) |
Net loss attributable to common stockholders | $ (55,349,000) | $ (342,139,000) |
Net loss per share attributable to common stockholders, basic (in dollars per share) | $ (0.31) | $ (1.84) |
Net loss per share attributable to common stockholders, diluted (in dollars per share) | $ (0.31) | $ (1.84) |
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares) | 181,017,726 | 186,403,349 |
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares) | 181,017,726 | 186,403,349 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 672,595 | $ 655,931 |
Short-term marketable securities | 3,154,005 | 3,356,064 |
Accounts receivable, net | 540,932 | 562,773 |
Prepaid expenses and other current assets | 310,063 | 329,204 |
Total current assets | 4,677,595 | 4,903,972 |
Property and equipment, net | 201,273 | 209,639 |
Operating right-of-use assets | 68,887 | 73,959 |
Equity method investment | 568,145 | 593,582 |
Intangible assets, net | 321,501 | 350,490 |
Goodwill | 5,243,266 | 5,243,266 |
Other long-term assets | 208,622 | 234,799 |
Total assets | 11,289,289 | 11,609,707 |
Current liabilities: | ||
Accounts payable | 82,194 | 119,615 |
Accrued expenses and other current liabilities | 442,133 | 424,311 |
Deferred revenue and customer deposits | 142,372 | 144,499 |
Operating lease liability, current | 47,904 | 49,872 |
Total current liabilities | 714,603 | 738,297 |
Operating lease liability, noncurrent | 110,267 | 120,770 |
Finance lease liability, noncurrent | 6,960 | 9,191 |
Long-term debt, net | 989,356 | 988,953 |
Other long-term liabilities | 20,373 | 19,944 |
Total liabilities | 1,841,559 | 1,877,155 |
Commitments and contingencies (Note 11) | ||
Stockholders' equity: | ||
Preferred stock | 0 | 0 |
Class A common stock | 177 | 182 |
Additional paid-in capital | 14,960,837 | 14,797,723 |
Accumulated other comprehensive (loss) income | (4,941) | 619 |
Accumulated deficit | (5,508,343) | (5,065,972) |
Total stockholders’ equity | 9,447,730 | 9,732,552 |
Total liabilities and stockholders’ equity | $ 11,289,289 | $ 11,609,707 |
 | Mr. Jeffrey Lawson |
---|---|
 | twilio.com |
 | Internet Retail |
 | 6428 |