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PLTRPalantir Technologies Inc.US$432.5BA+Just reported
From Twilio's results release of 2026年10月29日; its quarterly report has since been filed.
Actual
US$1.56B
+20% y/y
+4.0% q/q
Guided
US$1.51B
midpoint
Actual
US$1.00
+335% y/y
-85% q/q
Guided
—
No guide given
Actual
US$148.6M
+263% y/y
+76% q/q
Guided
—
No guide given
Q4 2026
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.
各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。
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.
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.
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.
基于 Twilio Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
The themes Twilio is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
US$211.11-0.5%11月13日 收盘
数据截至2026年9月30日，来自2026年10月30日提交的10-Q
Twilio sells businesses software for customer text messages, its largest business, plus tools for phone calls, email, and user verification.
公司指引：2026 财年第 4 季度营收 US$1.6B 至 US$1.6B — 同比增长 17.1%
Grade B
价格下方的色带显示每个日期的评级，仅依据当时已公开的文件计算。
显示 Twilio Inc. 评级历史 40 个季度中的 2 个。 其余 38 个可回溯到 2017年2月。
