Twilio/$TWLO
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
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
- 5,587
- Headquarters
- San Francisco, United States
- Website
- www.twilio.com
Twilio Metrics
BasicAdvanced
$42B
37.74
$7.23
1.38
-
Price and volume
Market cap
$42B
Beta
1.38
52-week high
$308.40
52-week low
$104.50
Average daily volume
3.6M
Financial strength
Current ratio
4.621
Quick ratio
4.214
Long term debt to equity
0.115
Total debt to equity
0.119
Profitability
EBITDA (TTM)
499.808
Gross margin (TTM)
48.56%
Net profit margin (TTM)
20.62%
Operating margin (TTM)
6.10%
Effective tax rate (TTM)
-565.26%
Revenue per employee (TTM)
$1,000,000
Management effectiveness
Return on assets (TTM)
2.05%
Return on equity (TTM)
13.50%
Valuation
Price to earnings (TTM)
37.743
Price to revenue (TTM)
7.479
Price to book
4.65
Price to tangible book (TTM)
11.74
Price to free cash flow (TTM)
42.151
Free cash flow yield (TTM)
2.37%
Free cash flow per share (TTM)
6.477
Growth
Revenue change (TTM)
17.82%
Earnings per share change (TTM)
5,608.62%
3-year revenue growth (CAGR)
11.21%
10-year revenue growth (CAGR)
38.19%
3-year earnings per share growth (CAGR)
3.06%
10-year earnings per share growth (CAGR)
13.77%
What the Analysts think about Twilio
Analyst ratings (Buy, Hold, Sell) for Twilio stock.
Analyst projections of the future price of Twilio stock.
Bulls say / Bears say
Second-quarter organic revenue growth accelerated to 17%, and Twilio raised its 2026 organic growth outlook to 13%–13.5%. That points to stronger demand than the company had expected. (Morningstar)
Dollar-based net expansion rose to 116% from 108% a year earlier, showing that existing customers are spending more. This gives Twilio a growth driver beyond winning new customers. (Morningstar)
Twilio’s new conversation products give it a way to sell more than communications APIs: one early customer implementation became a seven-figure deal. The customer’s AI assistant handled nearly 300,000 conversations, with users converting to approved leads 1.6 times faster. (Exa, Business Wire)
Twilio’s shares had climbed about 30% after Meta launched its Muse agent, but HSBC estimated that even an optimistic scenario would add only $49.2 million of revenue, or 0.8% of its 2026 estimate. If that forecast is right, the AI-related rally may have outrun the near-term revenue opportunity. (StreetInsider)
Twilio faces competition from other CPaaS providers and from companies building their own voice-AI systems. Meta could also connect directly to carriers, so rising AI-agent traffic is not guaranteed to bring Twilio a large share of the revenue. (Seeking Alpha, StreetInsider)
Twilio’s 2026 forecast includes about $250 million of additional US carrier-fee pass-through revenue, while those fees are expected to lower its non-GAAP gross-margin rate by roughly 210 basis points. This makes reported sales growth a less clear guide to organic demand and weighs on the reported margin rate. (Morningstar)
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2026.
Twilio Financial Performance
Revenues and expenses
Twilio Earnings Performance
Company profitability
Upcoming events
No upcoming events
Twilio News
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Funds containing Twilio
AllUSDEURGBP
Fund name | Fund size | $TWLO weighting |
|---|---|---|
iShares Edge MSCI World Value Factor$IWVL | $7.4B | 0.31% |
iShares Edge MSCI World Value Factor€IS3S | €6.4B | 0.31% |
iShares Edge MSCI World Value Factor£IWFV | £5.5B | 0.31% |
Xtrackers Artificial Intelligence And Big Data€XAIX | €7.9B | 0.31% |
Xtrackers Artificial Intelligence And Big Data£XAIX | £6.8B | 0.31% |
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.
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