T

    Twilio Inc (TWLO)

    Official site

    TECHNOLOGY • SOFTWARE - INFRASTRUCTURE • NYSE

    $235.74
    -2.04 (-0.86%)

    Market Cap: $36.52B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    93%(37/40)
    Avg Surprise
    +72.76%
    Streak
    6 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.47
    Range$1.41 - $1.55
    26 analysts
    EPS Revisions
    19
    0
    7d
    19
    2
    30d
    EPS Estimate Drift
    90d ago$1.40-4.7%
    60d ago$1.40-4.7%
    30d ago$1.40-4.6%
    7d ago$1.47+0.1%
    Current$1.47
    Revenue Consensus
    $1.5B
    Range$1.5B - $1.6B
    24 analysts
    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
    		$0.72$0.59+22.03%Beat+71.4%
    Mar 26
    		$1.50$1.27+18.11%Beat+31.6%
    Dec 25
    		$1.33$1.23+8.13%Beat+33.0%
    Sep 25
    		$0.23$0.14+64.29%Beat-77.5%
    Jun 25
    		$0.42$0.33+27.27%Beat-51.7%
    Mar 25
    		$1.14$0.96+18.75%Beat+42.5%
    Dec 24
    		$1.00$1.03-2.91%Miss+16.3%
    Sep 24
    		$1.02$0.86+18.60%Beat+75.9%
    Jun 24
    		$0.87$0.70+24.29%Beat+61.1%
    Mar 24
    		$0.80$0.59+35.59%Beat+70.2%
    Dec 23
    		$0.86$0.58+48.28%Beat+290.9%
    Sep 23
    		$0.58$0.36+61.11%Beat+314.8%
    Jun 23
    		$0.54$0.30+80.00%Beat+590.9%
    Mar 23
    		$0.47$0.21+123.81%Beat+138.4%
    Dec 22
    		$0.22$-0.08+375.00%Beat+210.0%
    Sep 22
    		$-0.27$-0.35+22.86%Beat-2800.0%
    Jun 22
    		$-0.11$-0.20+45.00%Beat+0.0%
    Mar 22
    		$-1.23$-0.21-483.38%Miss-2550.2%
    Dec 21
    		$-0.20$-0.22+9.09%Beat-600.0%
    Sep 21
    		$0.01N/A+107.14%Beat-75.0%
    Jun 21
    		$-0.11$-0.13+15.38%Beat-222.2%
    Mar 21
    		$0.05$-0.10+150.00%Beat-16.7%
    Dec 20
    		$0.04$-0.07+157.14%Beat+0.0%
    Sep 20
    		$0.04$-0.04+200.00%Beat+33.3%
    Jun 20
    		$0.09$-0.08+212.50%Beat+200.0%
    Mar 20
    		$0.06$-0.11+154.55%Beat+20.0%
    Dec 19
    		$0.04$0.01+300.00%Beat+0.0%
    Sep 19
    		$0.03$0.01+200.00%Beat-57.1%
    Jun 19
    		$0.03$0.02+50.00%Beat+0.0%
    Mar 19
    		$0.05$0.01+400.00%Beat+225.0%
    Dec 18
    		$0.04$0.04+0.00%Beat+233.3%
    Sep 18
    		$0.07$0.02+250.00%Beat+187.5%
    Jun 18
    		$0.03$-0.05+160.00%Beat+160.0%
    Mar 18
    		$-0.04$-0.07+42.86%Beat+0.0%
    Dec 17
    		$-0.03$-0.06+50.00%Beat+79.5%
    Sep 17
    		$-0.08$-0.08+0.00%Beat-100.0%
    Jun 17
    		$-0.05N/A+54.55%Beat-
    Mar 17
    		$-0.04$-0.06+33.33%Beat-
    Dec 16
    		$-0.15$-0.05-192.80%Miss-
    Sep 16
    		$-0.04$-0.08+50.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio62.37EV/EBITDA71.04x
    Price/FCF36.43xFCF Yield2.74%
    Profitability
    Profit Margin20.60%Operating Margin7.83%
    ROE13.50%ROIC3.62%
    Financial Health
    Debt/Equity0.11xInterest Coverage3.08x
    Current Ratio4.62xQuick Ratio4.62x
    Trading Statistics
    Beta1.38Avg Volume2.65M
    52-Week High$258.3552-Week Low$98.44

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$228.90
    SMA 20$228.98
    SMA 50$211.92
    SMA 200$161.09
    EMA 10$231.55
    EMA 20$226.57
    EMA 50$214.19
    EMA 200$172.34

    MACD

    Line: 6.81Signal: 6.90Hist: -0.09

    ADX

    ADX: 20.8+DI: 28.4-DI: 18.4

    Aroon & PSAR

    Aroon Up44.0
    Aroon Down8.0
    PSAR$256.07

    Bollinger Bands

    Upper Band$265.73
    Lower Band$192.23
    %B Position3210%(Upper)
    Band Width0.59

    RSI (14-Day)

    Neutral
    58.1

    Momentum Oscillators

    Stoch %K53.0
    Stoch %D49.1
    Williams %R-52.7
    ROC (10d)3.1%
    Momentum7.13
    CCI (20d)31.7
    MFI (14d)49.7

    Volatility Measures

    ATR (14d)$11.13(4.7%)
    StdDev (20d)18.37
    Hist Vol98.9%(High)

    Volume Flow

    VWAP$235.94
    OBV20.7M
    AD Line27.2M
    CMF (20d)-0.029

    Volume Metrics

    Avg Vol (20d)2.7M
    Vol Ratio0.7x
    VWMA (20d)$229.41

    Pivot Points

    R3$248.77
    R2$246.37
    R1$242.08
    Pivot Point$239.68
    S1$235.39
    S2$232.99
    S3$228.70

    Advanced Oscillators

    TSI15.66
    Ultimate Osc60.2
    KST130.21

    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

    Twilio Inc. Class A Common Stock (NY: TWLO)

    This page provides recent news headlines concerning Twilio Inc. Class A Common Stock (NY: TWLO), with articles primarily from January and December 2023. The news covers various analyses on Twilio's stock performance, growth prospects, and comparisons with other tech companies, along with general discussions on enterprise software and cloud stocks. The stock price is listed at $222.59, unchanged, as of 7:00 PM EDT, Aug 24, 2026.

    FinancialContent•8/24/26•
    Neutral

    Twilio (TWLO) CFO’s 1,394-share stock sale is tax-driven

    Twilio's CFO, Aidan Viggiano, sold 1,394 shares of Class A common stock on August 17, 2026. This transaction was not a discretionary sale but rather a "sell-to-cover" arrangement to meet statutory tax withholding obligations associated with the vesting of Restricted Stock Units. The sales occurred at weighted average prices ranging from approximately $232.8450 to $238.18 per share.

    Stock Titan•8/19/26•
    Neutral

    Twilio director Erika Rottenberg sells $881k in stock

    Twilio director Erika Rottenberg sold 3,500 shares of Class A Common Stock for over $881,000 on August 10, 2026, under a pre-arranged trading plan. This sale occurred after Twilio's stock surged 125% over the past year, though analysis suggests it might be overvalued. The company recently reported strong Q2 financial results, exceeding revenue and earnings expectations, leading several analysts to raise their price targets.

    Investing.com•8/15/26•
    Neutral

    Twilio director Andrew Stafman sells $123.5 million in shares

    Twilio director Andrew Stafman sold 500,000 shares of Class A Common Stock for $123.5 million on August 12, 2026, at $247.08 per share. This sale occurred as Twilio's stock traded near its 52-week high after a 142% gain. The transaction details also highlight Stafman's remaining direct and indirect holdings and recent positive analyst adjustments for Twilio following strong Q2 results.

    Investing.com•8/13/26•
    Neutral

    Twilio (TWLO) stake trimmed as Sachem Head-linked funds sell 500K shares

    Funds linked to Sachem Head Capital Management LP, including Twilio director Andrew J. Stafman, sold 500,000 shares of Twilio Inc. Class A common stock at $247.08 per share. Following the transaction, the entities indirectly hold 120,000 shares, while Stafman directly holds 13,492 shares. The reporting persons disclaim beneficial ownership except for any pecuniary interest.

    Stock Titan•8/13/26•
    Bearish

    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 62.37.
    What is TWLO's market cap?
    Twilio Inc (TWLO) has a market capitalization of $36.52B with a current stock price of $235.74.

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