GPGrossPatternRESEARCH SYSTEM
SEC CHECK OPERATIONAL
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

TWLO · Dec 31, 2020

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

Filing0001447669-21-000070General Corporate
Capex intensityRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.46% · OPTIONAL · NOT_ENOUGH_HISTORY

Operating cash generationRAWCurrent state valid · history insufficient
Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

1.85% · OPTIONAL · NOT_ENOUGH_HISTORY

Revenue growthRAWCurrent state valid · history insufficient
Evidence method

Yoy · gp.fundamentals.revenue

55.30% · CORE · NOT_ENOUGH_HISTORY

Gross marginRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.gross_margin

51.97% · CORE · NOT_ENOUGH_HISTORY

Operating marginRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.operating_margin

-27.98% · CORE · NOT_ENOUGH_HISTORY

R&D intensityRAWCurrent state valid · history insufficient
Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

30.11% · OPTIONAL · NOT_ENOUGH_HISTORY

SBC intensityRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

20.49% · 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.

History29 statesSelf-history eligible
Sep 30, 20214/8 normalizedLevel 3Dec 31, 20216/8 normalizedLevel 3Mar 31, 20226/8 normalizedLevel 3Jun 30, 20226/8 normalizedLevel 3Sep 30, 20226/8 normalizedLevel 3Dec 31, 20225/7 normalizedLevel 3Mar 31, 20237/7 normalizedLevel 3Jun 30, 20237/7 normalizedLevel 3Sep 30, 20237/7 normalizedLevel 3Dec 31, 20237/7 normalizedLevel 3Mar 31, 20247/7 normalizedLevel 3Jun 30, 20247/7 normalizedLevel 3Sep 30, 20247/7 normalizedLevel 3Dec 31, 20247/7 normalizedLevel 3Mar 31, 20257/7 normalizedLevel 3Jun 30, 20257/7 normalizedLevel 3Sep 30, 20257/7 normalizedLevel 3Dec 31, 20257/7 normalizedLevel 3Mar 31, 20267/7 normalizedLevel 3Jun 30, 20267/7 normalizedLevel 4
Period transition

What moved in the state?

Growth Increased
Previous
51.82%
Current
55.30%
Delta
3.48%
Margin Increased
Previous
51.54%
Current
51.97%
Delta
0.44%
Profitability Decreased
Previous
-25.06%
Current
-27.98%
Delta
-2.92%
R And D Intensity Decreased
Previous
30.50%
Current
30.11%
Delta
-0.39%
Sbc Intensity Increased
Previous
19.96%
Current
20.49%
Delta
0.53%
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 GROWTH_INCREASED →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.