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    Twilio Inc (TWLO)

    Official site

    TECHNOLOGY • SOFTWARE - INFRASTRUCTURE • NYSE

    $270.94
    -10.65 (-3.78%)

    Market Cap: $43.25B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    92%(36/39)
    Avg Surprise
    +73.35%
    Streak
    6 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.47
    Range$1.41 - $1.55
    26 analysts
    EPS Revisions
    19
    0
    7d
    19
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$1.40+5.0%
    60d ago$1.47+0.2%
    30d ago$1.47+0.0%
    7d ago$1.47+0.0%
    Current$1.47
    Revenue Consensus
    $1.5B
    Range$1.5B - $1.6B
    24 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.87
    Range$1.75 - $2.04
    28 analysts
    Revenue Consensus
    $1.7B
    Range$1.7B - $1.8B
    26 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.87---
    Sep 26EST
    		-$1.47---
    Jun 26
    Reported Aug 6
    		$0.72$0.59+22.03%Beat+71.4%
    Mar 26
    Reported Apr 30
    		$1.50$1.27+18.11%Beat+31.6%
    Dec 25
    Reported Feb 12
    		$1.33$1.23+8.13%Beat+33.0%
    Sep 25
    Reported Oct 30
    		$0.23$0.14+64.29%Beat-77.5%
    Jun 25
    Reported Aug 7
    		$0.42$0.33+27.27%Beat-51.7%
    Mar 25
    Reported May 1
    		$1.14$0.96+18.75%Beat+42.5%
    Dec 24
    Reported Feb 13
    		$1.00$1.03-2.91%Miss+16.3%
    Sep 24
    Reported Oct 30
    		$1.02$0.86+18.60%Beat+75.9%
    Jun 24
    Reported Aug 1
    		$0.87$0.70+24.29%Beat+61.1%
    Mar 24
    Reported May 7
    		$0.80$0.59+35.59%Beat+70.2%
    Dec 23
    Reported Feb 14
    		$0.86$0.58+48.28%Beat+290.9%
    Sep 23
    Reported Nov 8
    		$0.58$0.36+61.11%Beat+314.8%
    Jun 23
    Reported Aug 8
    		$0.54$0.30+80.00%Beat+590.9%
    Mar 23
    Reported May 9
    		$0.47$0.21+123.81%Beat+138.4%
    Dec 22
    Reported Feb 15
    		$0.22$-0.08+375.00%Beat+210.0%
    Sep 22
    Reported Nov 3
    		$-0.27$-0.35+22.86%Beat-2800.0%
    Jun 22
    Reported Aug 4
    		$-0.11$-0.20+45.00%Beat+0.0%
    Mar 22
    Reported May 4
    		$-1.23$-0.21-483.38%Miss-2550.2%
    Dec 21
    Reported Feb 9
    		$-0.20$-0.22+9.09%Beat-600.0%
    Sep 21
    Reported Oct 27
    		$0.01N/A+107.14%Beat-75.0%
    Jun 21
    Reported Jul 29
    		$-0.11$-0.13+15.38%Beat-222.2%
    Mar 21
    Reported May 5
    		$0.05$-0.10+150.00%Beat-16.7%
    Dec 20
    Reported Feb 17
    		$0.04$-0.07+157.14%Beat+0.0%
    Sep 20
    Reported Oct 26
    		$0.04$-0.04+200.00%Beat+33.3%
    Jun 20
    Reported Aug 4
    		$0.09$-0.08+212.50%Beat+200.0%
    Mar 20
    Reported May 6
    		$0.06$-0.11+154.55%Beat+20.0%
    Dec 19
    Reported Feb 5
    		$0.04$0.01+300.00%Beat+0.0%
    Sep 19
    Reported Oct 30
    		$0.03$0.01+200.00%Beat-57.1%
    Jun 19
    Reported Jul 31
    		$0.03$0.02+50.00%Beat+0.0%
    Mar 19
    Reported Apr 30
    		$0.05$0.01+400.00%Beat+225.0%
    Dec 18
    Reported Feb 12
    		$0.04$0.04+0.00%Beat+233.3%
    Sep 18
    Reported Nov 6
    		$0.07$0.02+250.00%Beat+187.5%
    Jun 18
    Reported Aug 6
    		$0.03$-0.05+160.00%Beat+160.0%
    Mar 18
    Reported May 8
    		$-0.04$-0.07+42.86%Beat+0.0%
    Dec 17
    Reported Feb 13
    		$-0.03$-0.06+50.00%Beat+79.5%
    Sep 17
    Reported Nov 8
    		$-0.08$-0.08+0.00%Beat-
    Jun 17
    Reported Aug 7
    		$-0.05N/A+54.55%Beat-
    Mar 17
    Reported May 2
    		$-0.04$-0.06+33.33%Beat-
    Dec 16
    Reported Feb 7
    		$-0.15$-0.05-192.80%Miss-

    Key Metrics

    Valuation
    P/E Ratio71.68EV/EBITDA71.57x
    Price/FCF41.87xFCF Yield2.39%
    Profitability
    Profit Margin20.60%Operating Margin7.83%
    ROE13.50%ROIC3.62%
    Financial Health
    Debt/Equity0.11xInterest CoverageN/A
    Current Ratio4.62xQuick Ratio4.62x
    Trading Statistics
    Beta1.36Avg Volume4.43M
    52-Week High$308.4052-Week Low$104.50

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$285.06
    SMA 20$281.38
    SMA 50$251.33
    SMA 200$181.78
    EMA 10$280.86
    EMA 20$275.64
    EMA 50$254.59
    EMA 200$196.67

    MACD

    Line: 9.33Signal: 12.75Hist: -3.42

    ADX

    ADX: 29.5+DI: 23.0-DI: 17.5

    Aroon & PSAR

    Aroon Up76.0
    Aroon Down4.0
    PSAR$304.91

    Bollinger Bands

    Upper Band$313.22
    Lower Band$249.55
    %B Position2263%(Upper)
    Band Width0.34

    RSI (14-Day)

    Neutral
    50.3

    Momentum Oscillators

    Stoch %K30.2
    Stoch %D41.1
    Williams %R-87.1
    ROC (10d)-7.4%
    Momentum-21.52
    CCI (20d)-31.5
    MFI (14d)68.1

    Volatility Measures

    ATR (14d)$14.69(5.4%)
    StdDev (20d)15.92
    Hist Vol67.7%(High)

    Volume Flow

    VWAP$275.60
    OBV76.5M
    AD Line48.9M
    CMF (20d)0.206

    Volume Metrics

    Avg Vol (20d)4.6M
    Vol Ratio0.4x(Low)
    VWMA (20d)$288.56

    Pivot Points

    R3$297.74
    R2$293.40
    R1$287.49
    Pivot Point$283.15
    S1$277.24
    S2$272.90
    S3$266.99

    Advanced Oscillators

    TSI16.51
    Ultimate Osc36.0
    KST195.79

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.50B$1.41B$1.37B$1.30B$1.23B$1.17B$1.19B$1.13B$1.08B$1.05B$1.08B$1.03B
    Cost of Revenue$773.22M$722.66M$703.58M$668.33M$625.68M$590.90M$595.14M$555.02M$526.66M$503.01M$544.78M$517.35M
    Gross Profit$725.87M$684.24M$662.35M$632.08M$602.74M$581.57M$599.70M$578.63M$555.85M$544.04M$531.17M$516.32M
    Operating Expenses$641.32M$576.58M$605.57M$591.13M$565.75M$558.49M$585.97M$583.52M$574.88M$587.54M$892.89M$625.22M
    R&D$273.32M$262.17M$260.06M$262.31M$243.50M$254.29M$243.99M$261.51M$242.78M$260.46M$235.65M$241.65M
    SG&A$118.43M$102.55M$108.88M$108.19M$101.53M$92.08M$115.77M$106.45M$114.27M$112.58M$106.97M$114.07M
    Operating Income$84.55M$107.67M$56.78M$40.95M$36.99M$23.08M$13.73M$-4,894,000$-19,037,000$-43,504,000$-361,727,000$-108,903,000
    Interest Income$-24,346,000$-27,223,000$-109,647,000$-27,506,000$-25,222,000$-19,471,000$-29,687,000$-25,279,000$-23,940,000$-29,575,000$-28,059,000$-31,058,000
    Interest Expense$9.02M$5.43M$94.55M$8.26M$3.40M$0$27.29M$0$7.21M$1.66M$0$31.06M
    Income Before Tax$75.53M$102.23M$-37,766,000$32.68M$33.59M$26.58M$-13,558,000$-3,651,000$-26,243,000$-45,161,000$-359,654,000$-139,960,000
    Income Tax Expense$-991,683,000$12.09M$8.09M$-4,564,000$11.17M$6.57M$-1,088,000$6.08M$5.62M$10.19M$5.75M$1.75M
    Net Income$1.07B$90.14M$-45,854,000$37.25M$22.42M$20.02M$-12,470,000$-9,726,000$-31,858,000$-55,349,000$-365,408,000$-141,707,000
    EBITDA$143.84M$178.64M$134.40M$123.91M$123.91M$110.57M$80.47M$86.08M$62.18M$50.53M$-252,133,000$-18,950,000
    EBIT$99.87M$129.46M$71.88M$60.19M$58.81M$46.05M$16.13M$21.63M$-2,303,000$-15,586,000$-331,595,000$-108,902,000
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    -$29920
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    N/A
    Active Awards
    2
    New Awards (TTM)
    0
    Avg Remaining Term
    N/A

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    A prearranged trading plan governs Twilio (TWLO) CEO’s sale of 14,442 shares

    Twilio Inc. CEO Khozema Shipchandler sold 14,442 shares of Class A common stock in seven separate transactions on October 5, 2026. These sales were conducted under a Rule 10b5-1 trading plan established on February 18...

    Stock Titan•10/7/26•Somewhat-Bearish

    What's Going On With Twilio Stock Tuesday?

    Twilio Inc. (NYSE: TWLO) stock experienced a nearly 6% decline on Tuesday due to profit-taking after a significant rally...

    Benzinga•10/7/26•Somewhat-Bearish

    Mandated tax sales total 9,084 shares for Twilio (TWLO) CFO Aidan Viggiano.

    Twilio's CFO, Aidan Viggiano, sold 9,084 Class A shares on September 30, 2026. These sales were not discretionary but mandated "sell-to-cover" transactions to satisfy statutory tax withholding obligations related...

    Stock Titan•10/2/26•Somewhat-Bearish

    The 13,898-share sale by Twilio (TWLO)'s CEO was required by company plans, not discretionary.

    Twilio CEO Khozema Shipchandler sold 13,898 Class A shares on September 30, 2026, across seven transactions for approximately $4.09 million. These sales were "sell-to-cover" transactions...

    Stock Titan•10/2/26•Neutral

    Twilio to join S&P 500 as S&P Dow Jones reshuffles indices

    S&P Dow Jones Indices announced several benchmark rebalancings, effective October 6, due to M&A activity and capital structure changes. Twilio Inc. (NYSE:TWLO) will join the S&P 500...

    Yahoo Finance Australia•10/1/26•Bullish

    TWLO Valuation and Fair Value

    P/E
    71.7x
    Forward P/E
    43.7x
    EV/EBITDA
    71.6x
    P/FCF
    41.9x
    PEG
    0.5x
    P/B
    4.6x
    See GNG's fair value

    TWLO Profitability: Margins, ROIC and FCF

    Gross margin
    48.5%
    Operating margin
    7.8%
    Net margin
    20.6%
    ROIC
    3.6%
    ROE
    13.5%
    FCF margin
    17.7%
    FCF yield
    2.4%

    TWLO Competitors

    CompanyTicker
    NetApp IncNTAP
    Celestica Inc.CLS
    STMicroelectronics NV ADRSTM
    Okta IncOKTA
    Workday IncWDAY
    Microchip Technology IncMCHP
    Infosys Ltd ADRINFY
    Paychex IncPAYX

    Sector: Technology

    TWLO Analyst Ratings

    Consensus
    Buy
    Analysts
    30
    Strong Buy
    6
    Buy
    19
    Hold
    3
    Sell
    1
    Strong Sell
    1

    TWLO Bull Case vs Bear Case

    Bull case

    • TWLO converts 17.7% of revenue into free cash flow.
    • TWLO has a 20.6% net profit margin.
    • TWLO beat EPS estimates in 87.5% of its last 8 reported quarters.

    Bear case

    • TWLO trades at 71.7x trailing earnings.

    TWLO Earnings: Beat Rate and Next Report

    Beat rate
    7 of 8 quarters (87.5%)
    Average surprise
    21.8%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.47
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    19 up, 2 down

    Frequently Asked Questions About TWLO

    Does TWLO pay dividends?

    Twilio Inc (TWLO) does not currently pay a regular dividend.

    What is TWLO's P/E ratio?

    Twilio Inc has a price-to-earnings (P/E) ratio of 71.68.

    What is TWLO's market cap?

    Twilio Inc (TWLO) has a market capitalization of $43.25B with a current stock price of $270.94.

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