Evidence method
Level · gp.fundamentals.capex_revenue_ratio
4.00% · OPTIONAL · NOT_ENOUGH_HISTORY
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME
TWLO · Dec 31, 2019
TWILIO INC. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.
STATE CAPABILITYLEVEL 3[email protected]
Inspectable configuration
State dimensions
Filing0001447669-20-000045General Corporate
Evidence method
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
1.24% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.gross_margin
53.67% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.operating_margin
-32.60% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
34.50% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.sbc_revenue_ratio
23.30% · OPTIONAL · NOT_ENOUGH_HISTORY
As-filed lineage
Fundamental state history
Each observation is tied to the filing and facts available at that report date. Amendments remain separate.
History11 statesSelf-history eligible
Jun 30, 20190/6 normalizedLevel 3Sep 30, 20190/6 normalizedLevel 3Dec 31, 20190/6 normalizedLevel 3Mar 31, 20200/6 normalizedLevel 3Jun 30, 20200/4 normalizedLevel 3Sep 30, 20200/5 normalizedLevel 3Dec 31, 20225/7 normalizedLevel 3Mar 31, 20237/7 normalizedLevel 3Jun 30, 20237/7 normalizedLevel 3Sep 30, 20237/7 normalizedLevel 3Sep 30, 20267/7 normalizedLevel 4
Period transition
What moved in the state?
- Previous
- 3.77%
- Current
- 4.00%
- Delta
- 0.23%
- Previous
- 5.37%
- Current
- 1.24%
- Delta
- -4.13%
- Previous
- 53.60%
- Current
- 53.67%
- Delta
- 0.07%
- Previous
- -32.08%
- Current
- -32.60%
- Delta
- -0.51%
- Previous
- 35.41%
- Current
- 34.50%
- Delta
- -0.91%
- Previous
- 23.14%
- Current
- 23.30%
- Delta
- 0.16%
Self-history only
Previous similar states
Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.
Not enough compatible prior states for a transparent self-history match.
Research Graph
Related governed research
Transitioned To · TWLO Fundamental State →Has State · TWILIO INC →Transitioned To · TWLO Fundamental State →Transitioned To · TWLO CAPEX_INTENSITY_INCREASED →Transitioned To · TWLO CASH_GENERATION_DECREASED →Transitioned To · TWLO MARGIN_INCREASED →Transitioned To · TWLO PROFITABILITY_DECREASED →Transitioned To · TWLO R_AND_D_INTENSITY_DECREASED →Transitioned To · TWLO SBC_INTENSITY_INCREASED →
Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.