Twilio (TWLO)
Information Technology · Cloud Communications / Customer Engagement Platforms
Twilio is the infrastructure platform that lets businesses deliver seamless, personalized customer engagement through APIs for SMS, voice, email, and video—combined with AI-powered data and orchestration capabilities.
What Twilio does
Twilio provides cloud-based communications APIs and software products that enable businesses to embed messaging, voice, email, and video interactions into customer-facing applications. The company combines flexible APIs with software solutions for digital engagement, marketing campaigns, user authentication, and customer data management to help businesses deliver personalized customer experiences at scale across multiple channels and touchpoints.
Themes: ["Communications APIs","Omnichannel customer engagement","Customer experience / CX infrastructure","AI-powered customer interactions","Customer data platforms","Marketing automation / customer engagement","Authentication and identity management","Cloud communications"]
Fundamentals
- Price$213.30 as of 2026-07-09 close
- Market cap$32.4B as of 2026-07-09
- 1-year return+76.5% as of 2026-07-09 close
- P/E311.49 as of 2026-07-09
- Net margin+2.0% as of 2026-07-09
- Gross margin+48.7% as of 2026-07-09
- ROE+1.3% as of 2026-07-09
- Debt / equity0.13 as of 2026-07-09
- Revenue growth (YoY)+15.7% as of 2026-07-09
- Revenue CAGR (3y)+9.8% SEC XBRL
- Beta1.38 as of 2026-07-09
Key risks (from latest filing)
["Usage-based revenue model creates variability and sensitivity to macroeconomic conditions and consumer spending fluctuations","Reliance on third-party mobile carriers and network service provider fees for A2P messaging, which are increasing and directly impact margins","Seasonal trends and geographic revenue mix (international messaging has lower margins) can create volatility in gross margin and cash flow"]
Competitors & peers
- Vonage (VG)
- Bandwidth (BAND)
- Sinch AB
- AWS (Amazon Web Services)
- Google Cloud
- Microsoft Azure Communications
- Nexmo
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.