Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
TWLO
BuyTwilio Inc. · Technology · United States · $36.5B · Avg Vol: $533M/d
COMPANY DESCRIPTION
Twilio Inc. offers a leading cloud communications platform that empowers developers to seamlessly embed voice, video, messaging, and authentication functionalities into their applications through intuitive APIs. The company's strong competitive moat is driven by its developer-centric approach, robust network effects from its extensive community, and the inherent high switching costs once communication capabilities are integrated into client systems. Twilio is a dominant force in the Communications Platform-as-a-Service (CPaaS) market, enabling customer engagement for businesses worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.8B | 4.2B | 4.5B | 5.1B | 9.8% | 5.6B | 6.0B | 6.7B | 14.6% |
| EPS | -6.86 | -5.54 | -0.66 | 0.22 | — | 7.24 | 0.27 | 0.30 | 17.7% |
| Shares | 186.0M | 181.9M | 152.6M | 152.4M | -18.0% | 153.6M | — | — | — |
| Debt | 1.2B | 1.2B | 1.1B | 1.1B | -4.4% | 1.1B | — | — | — |
| Equity | 10.6B | 9.7B | 8.0B | 7.8B | -9.5% | — | — | — | — |
| Op CF | -254.4M | 414.8M | 716.2M | 1.0B | 55.5% | 1.1B | — | — | — |
| Inv CF | -616.5M | 228.6M | 1.4B | 80.9M | — | — | — | — | — |
| Fin CF | 45.0M | -643.6M | -2.3B | -833.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of TWLO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TWLO | Twilio Inc.(you) | $36.5B | 76 | Buy |
| OKTA | Okta, Inc. | $29.1B | 76 | Buy |
| CPAY | Corpay, Inc. | $26.8B | 77 | Buy |
| XYZ | Block, Inc. | $50.2B | 77 | Buy |
| VRSN | VeriSign, Inc. | $26.4B | 84 | Strong Buy |
| NTAP | NetApp, Inc. | $36.7B | 93 | Strong Buy |
| FFIV | F5, Inc. | $22.3B | 85 | Strong Buy |
| TOST | Toast, Inc. | $20.3B | 84 | Strong Buy |
| GDDY | GoDaddy Inc. | $12.4B | 77 | Buy |
| MDB | MongoDB, Inc. | $35.9B | 53 | Hold |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.3%