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Twilio

TWLONYSEStock Fundamentals

Twilio provides a cloud communications platform that enables businesses to integrate messaging, voice, email, and video interactions into their applications via APIs. By combining communication channels with customer data and artificial intelligence, the company helps organizations deliver personalized customer engagement and automated identity verification at scale.

Market Cap$30.0B
Revenue TTM$5.3B
Net Income TTM$169.8M
P/E Ratio176.67
Net Margin3.2%
EPS TTM$1.06
Employees5.9K
CEOKhozema Z. Shipchandler
CountryUnited States of America
Communication Services
Internet Content & Information
SegmentsInternet Content & Information, Cloud Computing, Software-as-a-Service (SaaS)
Business ModelsUsage-based PaaS, Subscription SaaS, B2B
Most Recent EarningsApr 30, 2026 · 20 days agoQ1 2026
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Next EarningsAug 6, 2026 · in 3 monthsAfter Market Close · Q2 2026

Financials

Based on Q1 2026 filing

Gross Margin48.69%
Op. Margin4.57%
ROE2.15%
D/E13.72%
Current Ratio4.66
Total Debt$1.1B
Cash$542.0M

Gross Profit

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Net Income

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Operating Cash Flow

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Free Cash Flow

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EPS (Diluted)

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Business Segments

Communications

primary

A suite of programmable APIs and software solutions that facilitate global interactions across multiple channels including SMS, voice, and email. This segment focuses on the infrastructure for reliable message delivery, global call routing, and transactional communications.

Products

Twilio Programmable Messaging, Twilio Programmable Voice, Twilio SendGrid Email, Marketing Campaigns, Twilio Verify, Twilio Lookup API, Super Network

Customers

Software Developers, Enterprise Marketing Teams, Customer Support Organizations, Security Operations

Segment

major

A customer data platform (CDP) that unifies real-time information from various touchpoints into unique customer profiles. It enables businesses to orchestrate journeys and activate data across different business tools using AI and machine learning.

Products

Twilio Segment, Reverse ETL, Fraud Guard

Customers

Data Engineers, Product Managers, Digital Marketers, Growth Teams

Segment Financials

Messaging — Revenue

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Voice — Revenue

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Email — Revenue

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Business Overview

Competitive Position

A leading provider of cloud communications and customer data infrastructure with a massive developer ecosystem and a global 'Super Network' software layer.

Geographies

Global

Customer Segments

Small and Medium-sized Businesses, Large Enterprises, Global Organizations

Upstream Dependencies

Telecommunications Carriers, Internet Service Providers, Cloud Infrastructure Providers, Public Switched Telephone Network (PSTN) Operators

Downstream Customers

E-commerce Platforms, Financial Services, Healthcare Providers, Logistics and On-demand Services, Retailers

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Twilio FAQ

Common questions about Twilio

Twilio provides a cloud communications platform that enables businesses to integrate messaging, voice, email, and video interactions into their applications via APIs. By combining communication channels with customer data and artificial intelligence, the company helps organizations deliver personalized customer engagement and automated identity verification at scale.

Twilio (TWLO) has a market capitalization of $30.0B and trades on NYSE.

Twilio generated $5.3B in trailing twelve-month revenue with net income of $169.8M, representing a net margin of 3.2%. Gross margin stands at 48.7%. These figures are based on the Q1 2026 filing.

Twilio's key competitors include Adobe, Braze, AT&T Inc., and others. These companies compete in similar markets and product categories.

Twilio has approximately 5,867 employees.