GURUFOCUS.COM » STOCK LIST » Communication Services » Interactive Media » Twilio Inc (NYSE:TWLO) » Definitions » Cyclically Adjusted Revenue per Share

Twilio (Twilio) Cyclically Adjusted Revenue per Share : $12.08 (As of Dec. 2023)


View and export this data going back to 2016. Start your Free Trial

What is Twilio Cyclically Adjusted Revenue per Share?

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

Twilio's adjusted revenue per share data for the fiscal year that ended in Dec. 2023 was $22.659. Add all the adjusted revenue per share for the past 10 years together and divide the count will get our Cyclically Adjusted Revenue per Share, which is $12.08 for the trailing ten years ended in Dec. 2023.

During the past 12 months, Twilio's average Cyclically Adjusted Revenue Growth Rate was 25.70% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Revenue Growth Rate using Cyclically Adjusted Revenue per Share data.

As of today (2024-04-27), Twilio's current stock price is $ 60.89. Twilio's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Dec. 2023 was $12.08. Twilio's Cyclically Adjusted PS Ratio of today is 5.04.

During the past 11 years, the highest Cyclically Adjusted PS Ratio of Twilio was 7.69. The lowest was 4.76. And the median was 5.71.


Twilio Cyclically Adjusted Revenue per Share Historical Data

The historical data trend for Twilio's Cyclically Adjusted Revenue per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Twilio Cyclically Adjusted Revenue per Share Chart

Twilio Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Cyclically Adjusted Revenue per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - 9.61 12.08

Twilio Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Cyclically Adjusted Revenue per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.61 - - - 12.08

Competitive Comparison of Twilio's Cyclically Adjusted Revenue per Share

For the Internet Content & Information subindustry, Twilio's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Twilio's Cyclically Adjusted PS Ratio Distribution in the Interactive Media Industry

For the Interactive Media industry and Communication Services sector, Twilio's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Twilio's Cyclically Adjusted PS Ratio falls into.



Twilio Cyclically Adjusted Revenue per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

What is Cyclically Adjusted Revenue per Share? How do we calculate Cyclically Adjusted Revenue per Share?

Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Revenue per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the revenue per share from 2001 through 2010.

We adjusted the 2001 revenue per share data with the total inflation from 2001 through 2010 to the equivalent revenue in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's revenue is $1 a share in 2001, then the 2001's equivalent revenue in 2010 is $1.4 a share. If Wal-Mart's revenue is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 revenue in 2010 is $1.35. So on and so forth, you get the equivalent revenue per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Twilio's adjusted Revenue per Share data for the fiscal year that ended in Dec. 2023 was:

Adj_RevenuePerShare=Revenue per Share /CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=22.659/129.4194*129.4194
=22.659

Current CPI (Dec. 2023) = 129.4194.

Twilio Annual Data

Revenue per Share CPI Adj_RevenuePerShare
201412 1.234 99.070 1.612
201512 9.405 99.792 12.197
201612 5.221 101.863 6.633
201712 4.374 104.011 5.443
201812 6.693 105.998 8.172
201912 8.721 108.420 10.410
202012 12.009 109.897 14.142
202112 16.316 117.630 17.951
202212 20.910 125.222 21.611
202312 22.659 129.419 22.659

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.


Twilio  (NYSE:TWLO) Cyclically Adjusted Revenue per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Revenue per Share may underestimate the company's revenue. Cyclically Adjusted PS Ratio can seem to be too high even the actual PS Ratio is low.

For the Cyclically Adjusted PS Ratio, the revenue per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/S calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PS Ratio is also called CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Twilio's Cyclically Adjusted PS Ratio of today is calculated as

Cyclically Adjusted PS Ratio=Share Price/Cyclically Adjusted Revenue per Share
=60.89/12.08
=5.04

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 11 years, the highest Cyclically Adjusted PS Ratio of Twilio was 7.69. The lowest was 4.76. And the median was 5.71.


Be Aware

Cyclically Adjusted PS Ratio works better for cyclical companies. It gives you a better idea on the company's real revenue value.


Twilio Cyclically Adjusted Revenue per Share Related Terms

Thank you for viewing the detailed overview of Twilio's Cyclically Adjusted Revenue per Share provided by GuruFocus.com. Please click on the following links to see related term pages.


Twilio (Twilio) Business Description

Industry
Address
101 Spear Street, Fifth Floor, San Francisco, CA, USA, 94105
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Executives
Aidan Viggiano officer: Chief Financial Officer 101 SPEAR STREET, FIFTH FLOOR, SAN FRANCISCO CA 94105
Dana Wagner officer: Chief Legal Officer, Secretary C/O TWILIO INC., 101 SPEAR STREET, FIRST FLOOR, SAN FRANCISCO CA 94105
Khozema Shipchandler officer: Chief Financial Officer C/O PIVOTAL SOFTWARE, INC., 875 HOWARD STREET, FIFTH FLOOR, SAN FRANCISCO CA 94103
Elena A. Donio director C/O CONCUR TECHNOLOGIES, INC., 18400 NE UNION HILL RD., REDMOND WA 98052
Charles H Bell director 101 SPEAR STREET, FIFTH FLOOR, SAN FRANCISCO CA 94105
Donna Dubinsky director C/O TWILIO INC., 375 BEALE STREET, SUITE 300, SAN FRANCISCO CA 94105
Jeff Lawson director, 10 percent owner, officer: Chief Executive Officer 645 HARRISON STREET, THIRD FLOOR, SAN FRANCISCO CA 94107
Eyal Manor officer: Chief Product Officer C/O TWILIO INC., 101 SPEAR STREET, FIRST FLOOR, SAN FRANCISCO CA 94105
Miyuki Suzuki director C/O WESTERN DIGITAL CORPORATION, 5601 GREAT OAKS PARKWAY, SAN JOSE CA 95119
Marc Boroditsky officer: Chief Revenue Officer 121 W. WACKER DR., SUITE 2050, CHICAGO IL 60614
Richard L Dalzell director PO BOX 81226, SEATTLE WA 98108-1226
Karyn Smith officer: General Counsel and Secretary TWILIO INC, 645 HARRISON STREET THIRD FLOOR, SAN FRANCISCO CA 94107
Jeffrey R Immelt director GENERAL ELECTRIC COMPANY, 41 FARNSWORTH STREET, BOSTON MA 02210
George Hu officer: Chief Operating Officer C/O YELP INC., 350 MISSION STREET, 10TH FLOOR, SAN FRANCISCO CA 94105
Erika Rottenberg director 2029 STIERLIN COURT, MOUNTAIN VIEW CA 94043