Twilio
Provides communications APIs, engagement software, and a customer data platform.
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Profile
Provides messaging, voice, email, contact-center, authentication, and customer-data tools through Communications and Segment. Usage-based communications products and subscription software serve customers worldwide, with revenue weighted toward the United States and operations dependent on carriers, cloud infrastructure, security, and regulatory compliance.
Provides messaging, voice, email, Flex contact-center software, and authentication and identity tools through the Communications segment. Segment collects, unifies, and activates customer data for engagement workflows.
Developer-oriented APIs hide telecommunications complexity, while packaged engagement software extends the platform beyond communications infrastructure. Messaging, Voice, and identity products are primarily usage-priced; Email, Flex, and Segment are primarily subscription-priced. Customers operate worldwide, although revenue is weighted toward the United States.
Delivery depends on telecommunications networks, carriers, cloud infrastructure, and continued access to communication channels. Handling customer and end-user data also makes platform security, authentication controls, and regulatory compliance core operating dependencies.
Company facts
Categories
Key statistics
Year to date +71.8% · Average volume (30d) 2.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Mizuho Securities | Target | $240 | $270 | |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Overweight | $200 | $261 |
| Aug 7, 2026 | Goldman Sachs | Reiterate | Buy | $150 | $330 |
| Aug 7, 2026 | UBS | Reiterate | Buy | $180 | $285 |
| Aug 7, 2026 | Rosenblatt Securities | Target | $275 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.32 | $1.47 | +11.4% | $1.43B | $1.50B | +4.8% | +24.89% |
| Apr 30, 2026Q1 FY26 | $1.27 | $1.50 | +18.1% | $1.34B | $1.41B | +4.7% | +23.83% |
| Feb 12, 2026Q4 FY25 | $1.23 | $1.33 | +8.1% | $1.32B | $1.37B | +3.4% | +2.35% |
| Oct 30, 2025Q3 FY25 | $1.07 | $1.25 | +16.8% | $1.25B | $1.30B | +3.8% | +19.51% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $1.23B | $1.30B | $1.37B | $1.41B | $1.50B | |
| Gross profit | $581.6M | $602.7M | $632.1M | $662.4M | $684.2M | $725.9M | |
| Operating income | $23.1M | $37.0M | $40.9M | $73.7M | $107.7M | $84.5M | |
| Net income | $20.0M | $22.4M | $37.2M | −$45.9M | $90.1M | $1.07B | |
| Diluted EPS | $0.12 | $0.14 | $0.23 | −$0.30 | $0.57 | $6.68 | |
| Gross margin | 49.6% | 49.1% | 48.6% | 48.5% | 48.6% | 48.4% | |
| Operating margin | 2.0% | 3.0% | 3.1% | 5.4% | 7.7% | 5.6% |
Fiscal years (4-quarter sums)FY21 $2.84B · FY22 $3.83B · FY23 $4.15B · FY24 $4.46B · FY25 $5.07B
Revenue by product · FY25
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.66B · Total debt $1.07B · Total assets $10.84B · Shareholders' equity $8.98B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 151.77M · Float 151.23M · 99.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.63M | 10.96% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co | 12.22M | 8.05% | 13F | Aug 12, 2026 |
| FMR LLC | 11.27M | 7.43% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 7.64M | 5.04% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 6.85M | 4.51% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Aidan Viggiano | officer: Chief Financial Officer | −1,394 | $234.48 |
| Aug 12, 2026 | Andrew Stafman | director | −500,000 | $247.08 |
| Aug 10, 2026 | Erika Rottenberg | director | −3,500 | $251.82 |
| Jul 6, 2026 | Khozema Shipchandler | director, officer: Chief Executive Officer | −14,458 | $210.43 |
| Jul 2, 2026 | Aidan Viggiano | officer: Chief Financial Officer | −8,528 | $205.43 |
Peers
- Amazon
Cloud-scale rival in messaging, email, voice, and contact centers
- Bandwidth
Carrier-backed voice and messaging API competitor
- Microsoft
Enterprise rival in communications APIs and contact-center software
- NiCE (ADR)
Enterprise contact-center rival to programmable Flex deployments
- Adobe
Customer-data and journey-orchestration competitor
- Braze
Cross-channel customer-engagement and messaging competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twilio | $237.78 | +0.02% | $36.09B | 33.1 | 38.6 | 6.5 | +22.0% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Bandwidth | $48.67 | −0.73% | $1.58B | — | 25.8 | 1.9 | +22.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| NiCE (ADR) | $108.17 | −0.68% | $6.38B | 15.8 | 9.2 | 2.0 | +7.7% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| Braze | $34.53 | 0.00% | $3.89B | — | 48.1 | 4.9 | +30.2% |
| Median | 19.1 | 26.0 | 4.1 | +18.7% |