Twilio Inc.

TWLO · NYSE · ·

Compară

211,11 USD-0,5 %închidere 13 nov.

Cifre până la 30 septembrie 2026, din 10-Q depus pe 30 octombrie 2026

1W: +4,5 %
1M: -22,1 %

Acțiuni Twilio Inc. (TWLO) — este o companie bună? — InspectStocks

Twilio Inc.

TWLO · NYSE · ·

Compară

211,11 USD-0,5 %închidere 13 nov.

Cifre până la 30 septembrie 2026, din 10-Q depus pe 30 octombrie 2026

1W: +4,5 %
1M: -22,1 %

Just reported

Q3 2026 results

From Twilio's results release of 29 octombrie 2026; its quarterly report has since been filed.

Revenue
Actual
1,56B USD
+20 % y/y
+4,0 % q/q
Guided
1,51B USD
midpoint
Above guide+3,3 %
EPS, GAAP
Actual
1,00 USD
+335 % y/y
-85 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
148,6M USD
+263 % y/y
+76 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue1,595B USD – 1,605B USD+17 % y/y First given
EPS, adjusted1,48 USD – 1,53 USDFirst given
Operating income, adjusted300M USD – 310M USDFirst given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Twilio is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Selecție
Data & AI software
De la InspectStocks · 15 companies
Software for storing, analysing and building applications on company data, including AI.
Preț, 1 an
-1,2 %
Venituri, 1 an
+30,5 %
+9
A 7B 4C 2D 1F 1

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 158 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Cum face bani

Messaging57 %
Programmable Voice12 %
Email10 %
Segment6 %

Ponderile din venituri sunt estimări pentru year ended 2025-12-31, nu cifre dintr-un raport depus.

Concurează cu

Ce vinde6

Twilio Programmable Messaging
Software businesses use to send and receive customer messages, including short message service (SMS), multimedia messaging service (MMS), rich communication services (RCS), and messages through apps such as WhatsApp.
Twilio Programmable Voice
Software businesses use to make, manage, and receive phone calls through regular phone networks or the internet, with features such as call recording and automated voice menus.
Twilio SendGrid Email
Email delivery software for messages such as shipping notices, password resets, newsletters, and marketing campaigns.

Afișează încă 3

Twilio Verify
A service businesses use to confirm that users are who they claim to be, including with one-time codes, push notifications, and passkeys.
Twilio Segment
Software that brings customer information together from websites, apps, and other systems so businesses can build customer profiles and use that information in their business tools.
Twilio Conversations Layer
A set of tools for keeping context about customer conversations, coordinating communications, analyzing conversations, and connecting businesses' artificial intelligence (AI) agents to customers.

Cine cumpără4

Developers and smaller businesses that sign up themselves, pay in advance or by card, and are charged as they use communications products.
Larger businesses that buy directly from Twilio, often under contracts with minimum spending commitments.
Independent software vendors that build Twilio communications into their own products and may resell those products to their customers.
Nonprofits that buy Twilio products at reduced prices or receive donated products and grants.

Pe ce se sprijină și ce l-ar putea dărâma

De ce depinde activitatea

1Twilio relies on mobile carriers, other network providers, and internet service providers to deliver calls and messages; changes in their fees or service quality can affect delivery and costs.
2Twilio depends on cloud infrastructure providers to run its software and on network providers for communications services; in the second quarter of 2026, it wrote down prepaid services it could not use because of problems at two network providers.
3Its services depend on access to phone numbers and compliance with changing telecommunications, privacy, data protection, and communications rules in the countries where it operates.

Ce ar putea merge prost

1Customers can reduce or stop using Twilio's products, and much of its revenue depends on customer usage; businesses may also choose competing communications or customer engagement software.
2Carrier fee increases, interruptions to network or internet services, and problems at service providers can affect message and call delivery, customer costs, and Twilio's ability to use prepaid services.
3Privacy or security failures, misuse of Twilio to send unwanted or fraudulent messages, and changes in telecommunications or email rules can lead to penalties, legal claims, or lost business.

Situațiile financiare complete →

Despre Twilio Inc.

Twilio sells software that businesses connect to their own apps and websites to communicate with customers by text, phone, email, and other channels. Its application programming interfaces (APIs) let developers add those features, while its other software helps businesses verify users, manage customer information, and coordinate customer conversations. Customers pay based on usage for many communications services, or pay subscriptions for products such as email and customer data software.

Sediu: San Francisco, California, United States
Înființată în: 2008
Angajați: 5,587 (December 31, 2025, high)
Listată la: NYSE
Sfârșitul exercițiului financiar: December 31

Construit din raportările proprii ale Twilio Inc. la Comisia pentru Valori Mobiliare și Burse a SUA (SEC). Cifrele sunt cele raportate, iar istoricul pe acțiune este recalculat la baza de acțiuni de azi. Aceasta descrie o afacere — nu este consultanță de investiții și nu este o recomandare de cumpărare sau vânzare.

Just reported