UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-K _____________________________________________ ____________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, par value $0.001 per share TWLO New York Stock Exchange ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT 1934 For the fiscal year ended December 31, 2023 ☐ TRANS ...

LOS ANGELES--(BUSINESS WIRE)--Legion Partners Asset Management, LLC, together with its affiliates (collectively, “Legion Partners”), which beneficially owns 601,050 shares, of Twilio Inc. (“Twilio” or the “Company”) (NYSE: TWLO) common stock, today sent a letter to the Company’s Board of Directors encouraging it to announce a strategic alternative process to sell the Segment business and immediately expand its stock buyback program by at least an additional $3 billion. The full text of the letter follows: ...

A downtrend has been apparent in Twilio (TWLO) lately with too much selling pressure. The stock has declined 23.2% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spottin ...

Key PointsTwilio is a leading communications-as-a-platform (CPaaS) provider offering a wide range of easy-to-integrate communications APIs for businesses.Twilio shares fell more than 13% in reaction to its Q4 2023 earnings report, which beat EPS estimates by 29 cents on 5% YoY revenue growth but lowered Q1 2024 revenue guidance.Twilio may divest some of its businesses or even be a takeover target as its valuation gets more reasonable.5 stocks we like better than TwilioTwilio Inc. NYSE: TWLO is a leading clo ...

SAN FRANCISCO--(BUSINESS WIRE)--Businesses are integrating customer data platforms with AI and analytics to personalize customer experiences and drive business success, according to a new report from Twilio Segment (NYSE: TWLO). The fifth annual Customer Data Platform Report, which reflects the findings of anonymized usage data from Twilio Segment’s 25,000+ customers, finds that businesses are prioritizing data quality to harness the power of AI and quickly act on nuanced customer insights. Amidst the wi ...

With Twilio under activist pressure, Segment could be put up for sale But recovering the 2020 purchase price could be impossibleTwilio’s foray into the customer data (CDP) business could be heading for an early conclusion. The former startup offers communications software services via APIs, and in recent years expanded its product footprint through the acquisition of companies like Segment, which added CDP capabilities to its larger portfolio.Now, in the wake of the company’s growth slowing to a near halt i ...

The tech sector has largely attributed to the broader year-over-year growth in this year’s Q4 earnings season with internet software player Twilio (TWLO) adding to this correspondence after market hours on Wednesday.Despite showcasing expansive quarterly growth and continuing a very impressive streak of exceeding bottom line expectations, Twilio’s stock dropped -15% in Thursday’s trading session on softer guidance.  With that being said, let’s see if the post-earnings dip is a buying opportunity or if inves ...

Shares of Twilio (TWLO -15.39%) fell 15.4% on Thursday despite stronger-than-expected quarterly results from the communication software tools provider. It seems the market is focused on Twilio's light forward guidance.Twilio ended 2023 on a high noteFor its fourth quarter of 2023, Twilio saw revenue climb 5% year over year to $1.08 billion, while its adjusted (non-GAAP) net income nearly quadrupled over the same period to $0.86 per share. By comparison, most Wall Street analysts were modeling earnings of on ...

Twilio (NYSE:TWLO) stock is on the move Thursday after the software and communications solutions company’s shares were hit with a price target cut by Needham.The price target for TWLO stock was reduced from $80 per share to $71 per share by Needham analysts. That represents a roughly 1.8% downside from its prior closing price. This also sets it below the analysts’ consensus price prediction of $71.36 per share.Needham isn’t the only firm whose analysts’ are souring on TWLO stock. Several others are also adj ...

Core Insights - Twilio Inc. reported better-than-expected fourth-quarter 2023 results with non-GAAP earnings of 86 cents per share, surpassing the Zacks Consensus Estimate of 57 cents and management's guidance range of 53-57 cents, showing significant improvement from 22 cents in the year-ago quarter [1] Revenue Details - The company registered revenues of $1.08 billion, a 5% year-over-year increase, exceeding the consensus mark of $1.04 billion [2] - Seasonal sales during the holiday season contributed to revenue growth, although challenges from customers in the crypto industry impacted the top line [2] - Twilio restructured its business segments, shifting $54 million of revenues from Data and Applications to Communications, and renamed its Data and Applications business unit to the Twilio Segment [2] Customer Metrics - The dollar-based net expansion rate was 102%, up from 101% in the previous quarter but down from 110% in the year-ago quarter [3] - Active customer accounts decreased to 305,000 as of December 31, 2023, from 306,000 at the end of the third quarter, but increased from 290,000 a year ago [3] Operating Results - Non-GAAP gross profit increased by 9% year over year to $564 million, with a non-GAAP gross margin of 52.4%, expanding 180 basis points year over year [4] - Non-GAAP operating income was $172.6 million, a significant improvement from a non-GAAP operating loss of $32.9 million in the year-ago quarter, resulting in a non-GAAP operating margin of 16% [4] - General & administrative expenses decreased by 29.1% to $62.1 million, accounting for 6% of quarterly revenues, down from 9% in the year-ago quarter [4] Balance Sheet - As of December 31, 2023, the company had cash and cash equivalents of $4.01 billion, up from $3.86 billion at the end of the third quarter [5] - Long-term debt stood at $988.6 million, with operating cash flow of $414.8 million generated during fiscal 2023 [5] - The company repurchased $656 million worth of stocks during the fiscal year and had bought back $730 million under a $1 billion share repurchase program authorized in February 2023 [5] Q1 Guidance - For the first quarter ending March 31, 2024, Twilio anticipates revenues between $1.025 billion and $1.035 billion, indicating a year-over-year increase of 2-3% on a reported basis and 5-6% on an organic basis [6] - The company forecasts non-GAAP earnings in the range of 56-60 cents per share for the upcoming quarter [6]