AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

TWLO · NYSE · Software - Infrastructure

Twilio (TWLO)

Provides communications APIs, engagement software, and a customer data platform.

$295.06

vs last close+10.53 (+3.70%)

In millions of USD, except per-share figures

In millions	Q3 FY23Sep 2023	Q4 FY23Dec 2023	Q1 FY24Mar 2024	Q2 FY24Jun 2024	Q3 FY24Sep 2024	Q4 FY24Dec 2024	Q1 FY25Mar 2025	Q2 FY25Jun 2025	Q3 FY25Sep 2025	Q4 FY25Dec 2025	Q1 FY26Mar 2026	Q2 FY26Jun 2026
Revenue	1,034	1,076	1,047	1,083	1,134	1,195	1,172	1,228	1,300	1,366	1,407	1,499
Cost of revenue	517	545	503	527	555	595	591	626	668	704	723	773
Gross profit	516	531	544	556	579	600	582	603	632	662	684	726
	625	893	588	575	584	586	558	566	591	589	577	641
Research & development	242	236	252	243	262	253	254	243	262	260	262	273
	377	346	326	332	322	286	304	322	329	283	314	335
Selling & marketing	263	239	214	218	216	169	212	221	221	174	212	217
General & administrative	114	107	112	114	106	117	92	102	108	109	103	118
Other expenses	7	312	10	0	0	47	0	0	0	46	0	33
Operating income	−109	−362	−44	−19	−5	14	23	37	41	74	108	85
	−31	2	−2	−7	1	−27	4	−3	−8	−111	−5	−9
Interest income	19	25	27	24	20	20	19	18	16	0	18	0
Other non-operating income	−7	−312	−10	7	−1	27	−4	3	8	111	5	9
Income before tax	−140	−360	−45	−26	−4	−14	27	34	33	−38	102	76
Income tax expense	2	6	10	6	6	−1	7	11	−5	8	12	−992
Net income from continuing operations	−142	−365	−55	−32	−10	−12	20	22	37	−46	90	1,067
Net income	−142	−365	−55	−32	−10	−12	20	22	37	−46	90	1,067
EPS, basic	−$0.78	−$2.01	−$0.31	−$0.19	−$0.06	−$0.08	$0.13	$0.15	$0.24	−$0.30	$0.59	$6.99
EPS, diluted	−$0.78	−$2.01	−$0.31	−$0.19	−$0.06	−$0.08	$0.12	$0.14	$0.23	−$0.30	$0.57	$6.68
Weighted average shares, basic	182	182	181	170	159	166	153	153	153	152	152	153
Weighted average shares, diluted	182	182	181	170	159	166	162	160	159	152	158	160
EBITDA	−30	15	20	26	47	36	76	83	81	10	136	139
Depreciation & amortization	73	65	53	52	51	50	50	50	48	48	34	64
EBIT	−102	−50	−34	−26	−4	−14	27	34	33	−38	102	76