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TWLO

TWLO - Twilio Inc Stock Price, Fair Value and News

60.88USD+0.87 (+1.45%)Market Closed

Market Summary

TWLO
USD60.88+0.87
Market Closed
1.45%

TWLO Alerts

  • 3 major insider sales recently.

TWLO Stock Price

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TWLO RSI Chart

TWLO Valuation

Market Cap

11.1B

Price/Earnings (Trailing)

-10.91

Price/Sales (Trailing)

2.67

EV/EBITDA

-16.93

Price/Free Cashflow

26.71

TWLO Price/Sales (Trailing)

TWLO Profitability

Operating Margin

49.20%

EBT Margin

-23.99%

Return on Equity

-10.43%

Return on Assets

-8.75%

Free Cashflow Yield

3.74%

TWLO Fundamentals

TWLO Revenue

Revenue (TTM)

4.2B

Rev. Growth (Yr)

5.01%

Rev. Growth (Qtr)

4.09%

TWLO Earnings

Earnings (TTM)

-1.0B

Earnings Growth (Yr)

-59.27%

Earnings Growth (Qtr)

-157.86%

Breaking Down TWLO Revenue

Last 7 days

5.8%

Last 30 days

-0.2%

Last 90 days

-15.3%

Trailing 12 Months

15.4%

How does TWLO drawdown profile look like?

TWLO Financial Health

Current Ratio

6.64

Debt/Equity

0.1

Debt/Cashflow

0.42

TWLO Investor Care

Buy Backs (1Y)

2.17%

Diluted EPS (TTM)

-5.54

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20234.0B4.1B4.1B4.2B
20223.1B3.4B3.6B3.8B
20212.0B2.3B2.5B2.8B
20201.3B1.4B1.5B1.8B
2019754.1M881.4M1.0B1.1B
2018440.8M492.6M561.0M650.1M
2017305.4M336.7M365.7M399.0M
2016192.9M219.4M246.7M277.3M
2015108.4M127.9M147.4M166.9M
201400088.8M
201300049.9M
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Very Expensive Stocks: $8,224


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Tracking the Latest Insider Buys and Sells of Twilio Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Apr 04, 2024
wagner dana
sold
-51,664
61.4322
-841
chief legal officer, secretary
Apr 04, 2024
viggiano aidan
sold
-205,166
60.79
-3,375
chief financial officer
Apr 01, 2024
shipchandler khozema
sold
-681,058
62.1347
-10,961
chief executive officer
Apr 01, 2024
wagner dana
sold
-256,628
62.1376
-4,130
chief legal officer, secretary
Apr 01, 2024
viggiano aidan
sold
-412,074
62.1249
-6,633
chief financial officer
Mar 30, 2024
stafman andrew
acquired
-
-
7,039
-
Mar 15, 2024
suzuki miyuki
sold (taxes)
-16,927
60.89
-278
-
Mar 15, 2024
epstein jeff
acquired
-
-
1,462
-
Mar 15, 2024
immelt jeffrey r
acquired
-
-
1,276
-
Mar 15, 2024
rottenberg erika
gifted
-
-
-1,296
-

1–10 of 50

Which funds bought or sold TWLO recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Apr 25, 2024
nVerses Capital, LLC
new
-
6,115
6,115
0.01%
Apr 25, 2024
SIMPLEX TRADING, LLC
reduced
-27.09
-3,472,000
4,947,000
-%
Apr 25, 2024
Horrell Capital Management, Inc.
added
50.00
318,000
1,835,000
0.51%
Apr 25, 2024
Triumph Capital Management
added
1.62
-45,994
235,216
0.10%
Apr 25, 2024
Meridian Wealth Management, LLC
sold off
-100
-881,458
-
-%
Apr 25, 2024
Lindbrook Capital, LLC
reduced
-26.64
-23,630
34,183
-%
Apr 25, 2024
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
added
1.25
-557,000
2,470,000
0.03%
Apr 25, 2024
Bank of New York Mellon Corp
reduced
-15.02
-93,343,300
202,941,000
0.04%
Apr 25, 2024
Mendota Financial Group, LLC
unchanged
-
-103
429
-%
Apr 25, 2024
Zurcher Kantonalbank (Zurich Cantonalbank)
added
26.91
81,661
3,651,570
0.01%

1–10 of 47

Are Funds Buying or Selling TWLO?

Are funds buying TWLO calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own TWLO
No. of Funds

Unveiling Twilio Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2024
lawson jeff
3.8%
6,889,574
SC 13G/A
Feb 13, 2024
vanguard group inc
9.84%
17,809,500
SC 13G/A
Jan 29, 2024
blackrock inc.
5.8%
10,512,625
SC 13G/A
Feb 10, 2023
wolthuis john
0.7%
1,278,474
SC 13G/A
Feb 10, 2023
lawson jeff
3.6%
6,589,388
SC 13G/A
Feb 09, 2023
vanguard group inc
9.48%
16,537,284
SC 13G/A
Feb 07, 2023
blackrock inc.
6.5%
11,262,428
SC 13G/A
Apr 07, 2022
morgan stanley
1.3%
2,234,212
SC 13G/A
Feb 14, 2022
prudential financial inc
1.77%
0
SC 13G/A
Feb 14, 2022
lawson jeff
3.7%
6,480,947
SC 13G/A

Recent SEC filings of Twilio Inc

View All Filings
Date Filed Form Type Document
Apr 26, 2024
ARS
ARS
Apr 26, 2024
DEF 14A
DEF 14A
Apr 26, 2024
DEFA14A
DEFA14A
Apr 12, 2024
PRE 14A
PRE 14A
Apr 08, 2024
4
Insider Trading
Apr 08, 2024
4
Insider Trading
Apr 04, 2024
144
Notice of Insider Sale Intent
Apr 04, 2024
144
Notice of Insider Sale Intent
Apr 04, 2024
8-K
Current Report
Apr 04, 2024
DEFA14A
DEFA14A

Peers (Alternatives to Twilio Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
2.1T
318.1B
14.26% 60.19%
26.08
6.76
11.78% 40.66%
1.1T
142.7B
-10.23% 85.83%
24.66
7.91
21.62% 113.38%
51.9B
8.6B
-4.87% 126.14%
-93.03
6.01
31.17% 59.12%
24.6B
4.8B
26.99% 38.48%
-18.94
5.11
6.28% 7.14%
MID-CAP
8.5B
3.4B
-11.15% -8.89%
13.12
2.54
5.51% 81.01%
2.8B
1.3B
4.40% 38.14%
28.1
2.08
12.03% 172.85%
SMALL-CAP
1.6B
916.6M
-7.75% -
81.48
1.74
-1.05% 125.21%
657.9M
287.9M
4.21% 181.56%
-12.83
2.29
-28.75% -110.05%
455.2M
514.9M
-8.89% 208.99%
-8.21
0.88
-14.05% 76.68%
65.9M
371.3M
-9.77% -29.34%
-0.83
0.18
-1.35% -19.23%
48.4M
36.2M
24.36% 21.25%
-6.58
1.34
-11.88% -64.43%
5.5M
28.2M
-23.35% -37.66%
-0.23
0.2
-23.67% -236.48%

Twilio Inc News

Latest updates
Yahoo Finance • 26 hours ago
Yahoo Finance • 25 Apr 2024 • 10:00 pm
MarketBeat • 25 Apr 2024 • 11:20 am
MarketBeat • 24 Apr 2024 • 10:12 am
Markets Insider • 17 Apr 2024 • 02:12 am
Seeking Alpha • 16 Apr 2024 • 07:00 am
Yahoo Finance • 15 Apr 2024 • 07:00 am
Yahoo Finance • 15 Mar 2024 • 07:00 am

Twilio Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
Income Statement (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue4.1%1,075,950,0001,033,670,0001,037,761,0001,006,564,0001,024,574,000983,030,000943,354,000875,363,000842,744,000740,176,000668,931,000589,988,000548,090,000447,969,000400,849,000364,868,000331,224,000295,066,000275,039,000233,139,000204,302,000
Cost Of Revenue5.3%544,784,000517,351,000532,006,000515,874,000543,432,000520,955,000498,065,000450,292,000446,197,000375,561,000337,684,000291,684,000265,969,000217,095,000191,718,000171,333,000156,534,000136,904,000125,024,000107,089,00096,288,000
Gross Profit2.9%531,166,000516,319,000505,755,000490,690,000481,142,000462,075,000445,289,000425,071,000396,547,000364,615,000331,247,000298,304,000282,121,000230,874,000209,131,000193,535,000174,690,000158,162,000150,015,000126,050,000108,014,000
Operating Expenses42.8%892,893,000625,222,000647,582,000754,774,000699,709,000919,072,000757,225,000642,879,000680,173,000596,960,000533,521,000495,643,000467,412,000343,144,000311,775,000286,231,000268,489,000252,828,000243,747,000213,638,000152,001,000
  S&GA Expenses-9.2%238,602,000262,898,000261,600,000259,885,000296,335,000328,833,000334,958,000287,906,000331,422,000264,548,000238,058,000210,590,000179,987,000140,875,000129,823,000116,722,000106,394,000100,657,00090,421,00071,607,00059,035,000
  R&D Expenses-2.5%235,645,000241,654,000226,896,000238,595,000274,094,000284,735,000279,641,000240,611,000223,249,000209,890,000181,280,000174,800,000158,856,000136,652,000120,701,000114,339,000110,236,000104,481,00098,783,00077,855,00051,631,000
EBITDA Margin-25.9%-0.16-0.13-0.21-0.26-0.24-0.28-0.23-0.22-0.24------------
Interest Expenses-99.1%173,00018,955,000511,00018,750,000-18,750,000-261,00019,011,000-------------
Income Taxes239.9%5,778,5001,700,000700,00010,467,0009,202,0003,580,0002,600,000-2,858,0001,621,000-14,800,0001,300,000900,000-15,368,000648,000294,0001,000,0001,156,000-2,555,000-2,033,000-51,721,000420,000
Earnings Before Taxes-157.0%-359,654,000-139,960,000-165,443,000-331,672,000-220,225,000-478,747,000-320,175,000-224,485,000-289,752,000-238,958,000-226,567,000-205,652,000-194,717,000-116,266,000-99,629,000-93,814,000-89,091,000-90,289,000-94,612,000-88,224,000-46,738,000
EBT Margin-14.8%-0.24-0.21-0.30-0.34-0.33-0.36-0.32-0.31-0.34-0.34-0.33-0.31-0.29-0.26-0.27-0.29-0.32-0.32-0.29-0.25-0.19
Net Income-157.9%-365,408,000-141,707,000-166,187,000-342,139,000-229,422,000-482,327,000-322,769,000-221,627,000-291,396,000-224,109,000-227,853,000-206,542,000-179,351,000-116,914,000-99,923,000-94,791,000-90,247,000-87,734,000-92,579,000-36,503,000-47,158,000
Net Income Margin-14.0%-0.24-0.21-0.30-0.35-0.33-0.36-0.31-0.31-0.33-0.33-0.32-0.30-0.28-0.26-0.27-0.29-0.27-0.26-0.23-0.18-0.19
Free Cashflow7.8%222,545,000206,427,00065,791,000-115,721,000-76,310,000-133,627,000-66,365,000-24,555,000-50,716,000-67,606,00014,563,000-481,0008,348,000-2,613,000-8,102,0009,216,000-14,350,0004,731,000-9,935,000-11,766,000-6,911,000
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets-2.1%11,61011,85811,90412,29912,56412,61312,86912,89112,99912,97712,53412,2429,4876,7245,2915,1665,1515,1105,1094,1201,029
  Current Assets3.4%4,9044,7424,6654,8574,9844,9625,1045,8315,9325,9066,3746,0943,3723,5692,1612,0782,0612,0682,0601,063873
    Cash Equivalents-3.2%6566786756356526337991,6171,4791,4971,8002,3329341,127476346254331537379505
  Net PPE------------------11810610564.00
  Goodwill0%5,2435,2435,2435,2845,2845,2855,2865,2875,2635,26363.004,6354,5952,2922,2922,2922,2972,2832,2842,27738.00
Liabilities-0.1%1,8771,8781,9281,9802,0052,0822,0271,9731,9671,8951,8391,9951,035961969910871826812793590
  Current Liabilities1.7%738726760788808864795720704617583500448326296277247216202182138
  Long Term Debt0.0%9899899889889879879879869869869851,218302433471464458452446440434
    LT Debt, Non Current-------------302433471464458452446440434
Shareholder's Equity-2.5%9,7339,9799,97710,31910,55910,53110,84210,91711,03111,08210,69410,2478,4535,7624,3224,2574,2794,2844,2973,328438
  Retained Earnings-10.6%-5,065-4,578-4,382-3,842-3,375-3,146-2,664-2,341-2,119-1,828-1,604-1,376-1,169-990-873-773-678-588-500-408-371
  Additional Paid-In Capital1.3%14,79814,61114,41914,23414,05613,84213,62313,34413,16912,91012,29711,6199,6136,7425,1815,0344,9534,8684,7943,733809
Shares Outstanding0.1%18218218518618618218218117417317016714714314113913013612911797.00
Float---11,100---13,100---51,000---20,800---15,900--
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations7.8%222,545206,42783,646-97,866-58,455-115,772-62,566-17,575-38,243-46,17121,7174,50514,9013,842-1,62415,53512,02415,843-4,706-9,113-4,850
  Share Based Compensation-10.2%166,490185,474153,094170,799192,300208,895242,090155,275186,919164,043144,168137,155123,11489,41079,38769,02566,98668,26870,74058,32431,986
Cashflow From Investing4.8%-137,142-144,032307,312202,46565,701-46,524-786,596150,967-38,260-270,247-815,468-1,366,021-224,910-765,71073,12071,645-103,081-220,847-831,663-130,2018,983
Cashflow From Financing-60.6%-107,389-66,865-347,818-121,53811,755-1,15030,2954,10757,02514,444265,4072,759,44916,7521,413,27058,6864,60314,116-1,093994,31112,81111,829
  Buy Backs114.3%117,76554,963373,147124,992-----------------

TWLO Income Statement

2023-12-31
Consolidated Statements of Operations - USD ($)
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Income Statement [Abstract]   
Revenue$ 4,153,945,000$ 3,826,321,000$ 2,841,839,000
Cost of revenue2,110,015,0002,012,744,0001,451,126,000
Gross profit2,043,930,0001,813,577,0001,390,713,000
Operating expenses:   
Research and development942,790,0001,079,081,000789,219,000
Sales and marketing1,022,985,0001,248,032,0001,044,618,000
General and administrative468,459,000517,414,000472,460,000
Restructuring costs165,733,00076,636,0000
Impairment of long-lived assets320,504,00097,722,0000
Total operating expenses2,920,471,0003,018,885,0002,306,297,000
Loss from operations(876,541,000)(1,205,308,000)(915,584,000)
Other expenses, net:   
Share of losses from equity method investment(121,897,000)(35,315,000)0
Impairment of strategic investments(46,154,000)00
Other income (expenses), net47,863,000(3,009,000)(45,345,000)
Total other expenses, net(120,188,000)(38,324,000)(45,345,000)
Loss before provision for income taxes(996,729,000)(1,243,632,000)(960,929,000)
Provision for income taxes(18,712,000)(12,513,000)11,029,000
Net loss attributable to common stockholders$ (1,015,441,000)$ (1,256,145,000)$ (949,900,000)
Net loss per share attributable to common stockholders, basic (in dollars per share)$ (5.54)$ (6.86)$ (5.45)
Net loss per share attributable to common stockholders, diluted (in dollars per share)$ (5.54)$ (6.86)$ (5.45)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)183,327,844182,994,038174,180,465
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)183,327,844182,994,038174,180,465

TWLO Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 655,931$ 651,752
Short-term marketable securities3,356,0643,503,317
Accounts receivable, net562,773547,507
Prepaid expenses and other current assets329,204281,510
Total current assets4,903,9724,984,086
Property and equipment, net209,639263,979
Operating right-of-use assets73,959121,341
Equity method investment593,582699,911
Intangible assets, net350,490849,935
Goodwill5,243,2665,284,153
Other long-term assets234,799360,899
Total assets11,609,70712,564,304
Current liabilities:  
Accounts payable119,615124,605
Accrued expenses and other current liabilities424,311490,221
Deferred revenue and customer deposits144,499139,110
Operating lease liability, current49,87254,222
Total current liabilities738,297808,158
Operating lease liability, noncurrent120,770164,551
Finance lease liability, noncurrent9,19121,290
Long-term debt, net988,953987,382
Other long-term liabilities19,94423,881
Total liabilities1,877,1552,005,262
Commitments and contingencies (Note 17)
Stockholders' equity:  
Preferred stock, $0.001 par value, 100,000,000 shares authorized, none issued00
Class A and Class B common stock182186
Additional paid-in capital14,797,72314,055,853
Accumulated other comprehensive income (loss)619(121,161)
Accumulated deficit(5,065,972)(3,375,836)
Total stockholders’ equity9,732,55210,559,042
Total liabilities and stockholders’ equity$ 11,609,707$ 12,564,304
TWLO
Twilio Inc., together with its subsidiaries, provides software and communications solutions in the United States and internationally. The company operates cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications. Its customer engagement platform provides a set of application programming interfaces that enable developers to embed voice, messaging, and email interactions into their customer-facing applications. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
 CEO
 WEBSITEtwilio.com
 INDUSTRYInternet Retail
 EMPLOYEES6428

Twilio Inc Frequently Asked Questions


What is the ticker symbol for Twilio Inc? What does TWLO stand for in stocks?

TWLO is the stock ticker symbol of Twilio Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Twilio Inc (TWLO)?

As of Fri Apr 26 2024, market cap of Twilio Inc is 11.08 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of TWLO stock?

You can check TWLO's fair value in chart for subscribers.

What is the fair value of TWLO stock?

You can check TWLO's fair value in chart for subscribers. The fair value of Twilio Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Twilio Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for TWLO so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Twilio Inc a good stock to buy?

The fair value guage provides a quick view whether TWLO is over valued or under valued. Whether Twilio Inc is cheap or expensive depends on the assumptions which impact Twilio Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for TWLO.

What is Twilio Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Apr 26 2024, TWLO's PE ratio (Price to Earnings) is -10.91 and Price to Sales (PS) ratio is 2.67. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. TWLO PE ratio will change depending on the future growth rate expectations of investors.