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Twilio Inc. logo

Twilio Inc.

TWLO

NYSETechnologySoftware - Infrastructure

Open in GoAI

Previous close

$225.3

+$5.41 · +2.46%

Aug 21, 4:00 PM ET

Pre-market

$223.26

−$2.04 · -0.91%

Aug 24, 8:55 AM ET

TWLO company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

54

Fair Value

Momentum

70

Gaining

Sentiment

54

Mixed

Risk resilience

56

Elevated Risk

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Company profile

Company website

Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California.

Industry
Software - Infrastructure
Sector
Technology
Headquarters
US
CEO
Khozema Z. Shipchandler
Listed since
Jun 23, 2016
Employees
5,587

Market position

Day range

Current $225.3

52-week range

Current $225.3

Open
$219.51
Previous close
$219.89
Volume
1.28M
0.5× average
Average volume
2.56M
Average daily volume
Market cap
34.19B USD
Beta
1.38
Market reference 1
50-day average
$207.71
+8.47% above average
200-day average
$158.03
+42.57% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
22.16B USD
P/E (TTM)
29.96×
P/B (TTM)
3.83×
P/S (TTM)
6.14×
EV / EBITDA
88.45×
Earnings yield
0.16%
Free cash flow yield
4.75%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
48.54%
Operating margin
5.51%
Net margin
20.62%
Return on equity
0.43%
Return on assets
0.35%
Return on invested capital
1.20%

Financial health

Debt / equity
0.12×
Current ratio
4.03×
Altman Z-score
10.95
Piotroski F-score
5 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends60%26%-8%-42%Gross margin, FY2021: 48.94%Gross margin, FY2022: 47.40%Gross margin, FY2023: 49.20%Gross margin, FY2024: 51.10%Gross margin, FY2025: 48.92%Operating margin, FY2021: -32.22%Operating margin, FY2022: -26.94%Operating margin, FY2023: -9.40%Operating margin, FY2024: -0.91%Operating margin, FY2025: 3.45%Net margin, FY2021: -33.43%Net margin, FY2022: -32.83%Net margin, FY2023: -24.45%Net margin, FY2024: -2.45%Net margin, FY2025: 0.67%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 48.94%. Gross margin FY2022 47.40%. Gross margin FY2023 49.20%. Gross margin FY2024 51.10%. Gross margin FY2025 48.92%. Operating margin FY2021 -32.22%. Operating margin FY2022 -26.94%. Operating margin FY2023 -9.40%. Operating margin FY2024 -0.91%. Operating margin FY2025 3.45%. Net margin FY2021 -33.43%. Net margin FY2022 -32.83%. Net margin FY2023 -24.45%. Net margin FY2024 -2.45%. Net margin FY2025 0.67%.

Income trends

Revenue

5.07B USD+13.66%

Operating income

174.68M USD+215.12M USD

Net income

33.83M USD+143.24M USD
Income trends across reported periods5.7B USD3.17B USD640.86M USD−1.89B USDRevenue, FY2021: 2.84B USDRevenue, FY2022: 3.83B USDRevenue, FY2023: 4.15B USDRevenue, FY2024: 4.46B USDRevenue, FY2025: 5.07B USDOperating income, FY2021: −915.58M USDOperating income, FY2022: −1.03B USDOperating income, FY2023: −390.3M USDOperating income, FY2024: −40.44M USDOperating income, FY2025: 174.68M USDNet income, FY2021: −949.9M USDNet income, FY2022: −1.26B USDNet income, FY2023: −1.02B USDNet income, FY2024: −109.4M USDNet income, FY2025: 33.83M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 2.84B USD. Revenue FY2022 3.83B USD. Revenue FY2023 4.15B USD. Revenue FY2024 4.46B USD. Revenue FY2025 5.07B USD. Operating income FY2021 −915.58M USD. Operating income FY2022 −1.03B USD. Operating income FY2023 −390.3M USD. Operating income FY2024 −40.44M USD. Operating income FY2025 174.68M USD. Net income FY2021 −949.9M USD. Net income FY2022 −1.26B USD. Net income FY2023 −1.02B USD. Net income FY2024 −109.4M USD. Net income FY2025 33.83M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue5.07B USD4.46B USD4.15B USD3.83B USD2.84B USD
Cost of goods sold2.59B USD2.18B USD2.11B USD2.01B USD1.45B USD
Gross profit2.48B USD2.28B USD2.04B USD1.81B USD1.39B USD
Research and development1.02B USD1.01B USD942.79M USD1.08B USD789.22M USD
Selling, general, and administrative1.24B USD1.26B USD1.41B USD1.68B USD1.52B USD
Operating expenses2.3B USD2.32B USD2.43B USD2.84B USD2.31B USD
Interest income70.6M USD90.2M USD77.7M USD64.6M USD55.7M USD
Depreciation and amortization195.44M USD205.98M USD284.41M USD279.13M USD258.38M USD
Operating income174.68M USD−40.44M USD−390.3M USD−1.03B USD−915.58M USD
Net income33.83M USD−109.4M USD−1.02B USD−1.26B USD−949.9M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
100%
11 beats, 0 misses, 0 met estimates
Average EPS surprise
+19.23%
11 comparable reports
Latest EPS result
1.47
Estimate 1.32 · Beat by 11.36%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.561.341.120.9Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 13, 2025: actual 1, estimate 0.99, surprise +1.01%, Beat. Q2 2025, reported May 1, 2025: actual 1.14, estimate 0.958, surprise +19.00%, Beat. Q3 2025, reported Aug 7, 2025: actual 1.19, estimate 1.05, surprise +13.33%, Beat. Q4 2025, reported Oct 30, 2025: actual 1.25, estimate 1.07, surprise +16.82%, Beat. Q1 2026, reported Feb 12, 2026: actual 1.33, estimate 1.23, surprise +8.13%, Beat. Q2 2026, reported Apr 30, 2026: actual 1.5, estimate 1.27, surprise +18.11%, Beat. Q3 2026, reported Aug 6, 2026: actual 1.47, estimate 1.32, surprise +11.36%, Beat. Q4 2026, reported Oct 29, 2026: actual —, estimate 1.45, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.57B1.41B1.24B1.08BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 13, 2025: actual 1.19B USD, estimate 1.18B USD, surprise +0.97%, Beat. Q2 2025, reported May 1, 2025: actual 1.17B USD, estimate 1.14B USD, surprise +2.88%, Beat. Q3 2025, reported Aug 7, 2025: actual 1.23B USD, estimate 1.19B USD, surprise +3.38%, Beat. Q4 2025, reported Oct 30, 2025: actual 1.3B USD, estimate 1.25B USD, surprise +3.83%, Beat. Q1 2026, reported Feb 12, 2026: actual 1.37B USD, estimate 1.32B USD, surprise +3.37%, Beat. Q2 2026, reported Apr 30, 2026: actual 1.41B USD, estimate 1.34B USD, surprise +4.72%, Beat. Q3 2026, reported Aug 6, 2026: actual 1.5B USD, estimate 1.43B USD, surprise +4.76%, Beat. Q4 2026, reported Oct 29, 2026: actual —, estimate 1.51B USD, surprise —, Comparison unavailable.

TWLO news

fool.com

Twilio Stock: Buy or Sell?

Restructuring efforts have enabled the business to achieve higher profit margins as revenue increases.

Read source
fxempire.com

Twilio Inc. (TWLO) Price Forecast: Is TWLO Ready for Another Leg Up?

Twilio stock is testing a key support zone where former resistance, the 20-day average, and Fibonacci support could provide the foundation for another advance.

Read source
globenewswire.com

Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors

Appointment adds a third independent director and a third Audit Committee member as the Company scales its Global Infrastructure Business and Alpha / Sovereign division Appointment adds a third independent director and a…

Read source
zacks.com

Buy 3 Momentum Anomaly Stocks as Surging Oil Prices Rattle Markets

Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.

Read source
zacks.com

Best Momentum Stock to Buy for August 18th

MSGE, TWLO and AII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 18, 2026.

Read source
fool.com

Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million

The transaction involved ~500,000 shares with a total value of $123.5 million based on the August 12, 2026 execution price. The sale reduced the insider's total equity holdings by 79%.

Read source

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ETFs holding TWLO

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Mid-Cap ETF logoiShares Core S&P Mid-Cap ETFIJH
Market value
1.2B
Weight
0.93%
AUM
125.92B USD
Expense ratio
0.05%
Price / 1D
$76.77+0.52%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
953.53M
Weight
0.04%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
688.49M
Weight
0.37%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
398.33M
Weight
0.89%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
344.95M
Weight
0.36%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
Vanguard Information Technology ETF logoVanguard Information Technology ETFVGT
Market value
264.26M
Weight
0.16%
AUM
160.2B USD
Expense ratio
0.09%
Price / 1D
$118.42+0.05%
State Street SPDR S&P MIDCAP 400 ETF Trust logoState Street SPDR S&P MIDCAP 400 ETF TrustMDY
Market value
244.41M
Weight
0.92%
AUM
26.72B USD
Expense ratio
0.23%
Price / 1D
$699.6+0.48%
iShares S&P Mid-Cap 400 Growth ETF logoiShares S&P Mid-Cap 400 Growth ETFIJK
Market value
202.5M
Weight
1.79%
AUM
10.95B USD
Expense ratio
0.16%
Price / 1D
$115.45+0.37%

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