Twilio/$TWLO

13:30
21:10
04:45
12:25
20:00
1D1W1MYTD1Y5YMAX

About Twilio

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.

Ticker

$TWLO

Sector

Business services

Primary listing

NYSE

Employees

5,535

Twilio Metrics

BasicAdvanced
$16B
822.56
$0.13
1.24
-

What the Analysts think about Twilio

Analyst ratings (Buy, Hold, Sell) for Twilio stock.

Bulls say / Bears say

Twilio reported Q2 revenue of $1.23 billion, up 13% year-over-year and ahead of analyst forecasts of $1.19 billion. Growth was fueled by a 14% increase in communications revenue, highlighting strong demand for its CPaaS offerings (Barron’s).
The company’s restructuring—which will cut roughly 17% of its workforce and realign the business into two units: Communications and Data & Applications—resulted in a 2% rise in the share price, reflecting investor optimism about greater efficiency and a stronger profitability focus (Reuters).
Twilio demonstrated proactive governance by appointing Sachem Head partner Andy Stafman to its board, signaling strengthened oversight and a commitment to aligning with shareholder value in the face of activist investor pressure (Reuters).
Despite beating revenue and EPS forecasts, Twilio’s adjusted gross margin dropped to 50.7%, marking its fifth consecutive quarterly decrease. This continued decline, attributed to foreign exchange pressures and rising carrier fees, raises questions about the company’s ability to sustain profitability (Barron’s).
Twilio’s stock plunged about 20% after earnings, as the company chose to keep its full-year operating income guidance unchanged even though it raised its organic revenue growth outlook, reflecting investor concerns about the future path to profitability (Barron’s).
A slowdown in enterprise cloud spending—expected to rise just 20.7% this year compared to 52.8% in 2021—could threaten demand for Twilio’s CPaaS products, as customers look for ways to cut back, potentially slowing future sales growth (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Twilio Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Twilio Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

Buy $TWLO

Sign up or log in to buy
Capital at risk
Market open

Upcoming events

No upcoming events
FAQs