Twilio (TWLO)
Provides communications APIs, engagement software, and a customer data platform.
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Provides messaging, voice, email, contact-center, authentication, and customer-data tools through Communications and Segment. Usage-based communications products and subscription software serve customers worldwide, with revenue weighted toward the United States and operations dependent on carriers, cloud infrastructure, security, and regulatory compliance.
Provides messaging, voice, email, Flex contact-center software, and authentication and identity tools through the Communications segment. Segment collects, unifies, and activates customer data for engagement workflows.
Developer-oriented APIs hide telecommunications complexity, while packaged engagement software extends the platform beyond communications infrastructure. Messaging, Voice, and identity products are primarily usage-priced; Email, Flex, and Segment are primarily subscription-priced. Customers operate worldwide, although revenue is weighted toward the United States.
Delivery depends on telecommunications networks, carriers, cloud infrastructure, and continued access to communication channels. Handling customer and end-user data also makes platform security, authentication controls, and regulatory compliance core operating dependencies.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Mizuho Securities | Target | Target: $240 | Target: $270 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $200 | Target: $261 |
| Aug 7, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $150 | Target: $330 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $180 | Target: $285 |
| Aug 7, 2026 | Rosenblatt Securities | Target | Target: — | Target: $275 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.66B · Total debt $1.07B · Total assets $10.84B · Shareholders' equity $8.98B
- Revenue
- $1.50B
- Operating income
- $84.5M
- Net income
- $1.07B
No dividends on record.
| Institutions | 91.02% | 139.79M shares | |
|---|---|---|---|
| 1,027 holders · as of Jun 30, 2026 | |||
| Insiders | 9.07% | 13.93M shares | |
| 13 holders · as of Sep 17, 2026 | |||
| Adds to | 100.09% | ||
153.58M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.09%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.83% | 16.63M | as of Jun 30, 2026 |
Jeff Lawson1,2Insiderdirector, 10 percent owner, officer: Chief Executive Officer | 8.66% | 7.45M | filed Jun 30, 2023 |
JPMorgan Chase & CoInstitution | 7.96% | 12.22M | as of Jun 30, 2026 |
FMR LLCInstitution | 7.34% | 11.27M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.98% | 7.64M | as of Jun 30, 2026 |
- Jeff Lawson's transaction reports restate only vehicles that traded; the 2020 ownership statement (7.45M) plus the 5.84M net shares acquired since is used instead.
- Jeff Lawson reports a block also reported by another filer; it is counted once, under that filer.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Aidan Viggiano | officer: Chief Financial Officer | −1,394 | $234.48 |
| Aug 12, 2026 | Andrew Stafman | director | −500,000 | $247.08 |
| Aug 10, 2026 | Erika Rottenberg | director | −3,500 | $251.82 |
| Jul 6, 2026 | Khozema Shipchandler | director, officer: Chief Executive Officer | −14,458 | $210.43 |
| Jul 2, 2026 | Aidan Viggiano | officer: Chief Financial Officer | −8,528 | $205.43 |
- Amazon
Cloud-scale rival in messaging, email, voice, and contact centers
- Bandwidth
Carrier-backed voice and messaging API competitor
- Microsoft
Enterprise rival in communications APIs and contact-center software
- NiCE (ADR)
Enterprise contact-center rival to programmable Flex deployments
- Adobe
Customer-data and journey-orchestration competitor
- Braze
Cross-channel customer-engagement and messaging competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twilio | $282.50 | +6.18% | $40.38B | 37.1 | 45.8 | 7.2 | +22.0% |
| Amazon | $254.65 | −1.47% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Bandwidth | $56.29 | +3.65% | $1.75B | — | 30.3 | 2.1 | +22.2% |
| Microsoft | $496.51 | −1.02% | $3.72T | 27.9 | 25.3 | 11.2 | +17.8% |
| NiCE (ADR) | $114.80 | +0.23% | $6.71B | 16.6 | 9.6 | 2.2 | +7.7% |
| Adobe | $240.06 | −3.79% | $99.18B | 13.9 | 8.9 | 3.8 | +12.9% |
| Braze | $25.51 | +0.42% | $2.86B | — | 31.9 | 3.4 | +26.2% |
| Median | 18.7 | 26.3 | 3.5 | +18.7% |