Communication Services
Twilio Inc.(TWLO)
Live Price
Offline$204.08
-1.23% today
1Y Change
+61.47%
Window
Jun 20, 2025 โ Jun 17, 2026
- Market Cap
- $27.78B
- Revenue Growth
- +13.7%
- EPS Growth
- +133.3%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 20, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Twilio Inc. (TWLO) is a Communication Services stock with a market cap of $27.78B and listed on NYSE. The stock last traded around $204.08 and up 61.5% across the available one-year price window (Jun 20, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +13.7%, EPS growth of +133.3%, a dividend yield of 0.0%. What stands out right now is revenue +13.7%, EPS +133.3%, free cash flow +57.1% with operating margin 4.7% and ROIC 2.2%. Valuation already assumes a fairly strong business story at P/E 268.8 and price/sales 5.2. Stock Foundry combines TWLO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Communication Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+13.7% vs +5.5% peer median
Operating Margin
Near sector median
+4.7% vs +3.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +13.7% and EPS at +133.3%, with operating margin around 4.7%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +5.3% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | โ | +2.3% | +0.5% | +14.7% |
2026 Feb 12, 2026 | +8.1% | +2.3% | +2.5% | +12.8% |
2025 Oct 30, 2025 | +16.8% | +19.5% | +13.0% | +14.9% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TWLO
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
TWLO Max Drawdown
-30.34%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TWLO and SPY.
Company Overview
Twilio Inc.
New York Stock Exchange
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
- Leadership
- Khozema Z. Shipchandler
- IPO Date
- Jun 23, 2016
- Employees
- 5.5k
- Street Address
- 101 Spear Street
- Mailing
- San Francisco, CA, 94105
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 415 390 2337
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 268.8
- EV/EBITDA
- 82.0
- Price/Sales
- 5.2
- Price/Book
- 3.6
Growth
- Revenue
- +13.7%
- EPS
- +133.3%
- Free Cash Flow
- +57.1%
Profitability
- Gross Margin
- 48.6%
- Operating Margin
- 4.7%
- Net Margin
- 2.0%
- ROE
- 1.3%
- ROIC
- 2.2%
Balance Sheet
- Debt/Equity
- 0.14
- Current Ratio
- 4.66
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.