Zacks Investment Research·6 days ago
Twilio (TWLO) Gains As Market Dips: What You Should KnowTwilio (TWLO) closed the most recent trading day at $209.28, moving +1.43% from the previous trading session.
Twilio Inc.(TWLO)Earnings, Financials & Key Ratios
TWLO•NYSE
$211.97
1009.4× P/E·Price updated Jul 7, 2026
SectorCommunication ServicesIndustryInternet ServicesSub-IndustryConsumer Apps and Utility Platforms
AboutTwilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.Show more
- Revenue$5.07B+13.7%
- EBITDA$392M+112.4%
- Net Income$34M+130.9%
- EPS (Diluted)0.21+131.8%
- Gross Margin48.02%-4.0%
- EBITDA Margin7.74%+86.8%
- Operating Margin3.45%+480.1%
- Net Margin0.67%+127.2%
- ROE0.43%+134.7%
TWLO Price & Volume
Twilio Inc. (TWLO) stock price & volume — 10-year historical chart
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Operational Discipline Drives Revenue Growth and Efficiency
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Carrier fee margin compression
Key Thesis Takeaways
- Twilio has successfully pivoted toward enterprise-focused efficiency, evidenced by a re-acceleration of revenue growth to 20.0% in 2026Q1 and a transition to positive operating income of $107.7 million.
- While the company maintains a robust liquidity position with a current ratio of 4.66, investors should monitor the persistent $136.5 million quarterly stock-based compensation headwind and the $5.3 billion goodwill concentration that remains sensitive to future impairment.
- The long-term outlook appears supported by disciplined capital allocation, though structural gross margin constraints near 48.6% suggest that carrier fee dependencies will continue to limit operating leverage.
Verdict Logic
while the company has achieved a 20.0% revenue growth rate and improved operating income to $107.7 million, the high forward P/E of 33.52 and significant goodwill exposure warrant a cautious approach.
TWLO Growth Metrics
Twilio Inc. (TWLO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years40.68%
5 Years23.53%
3 Years9.82%
TTM15.67%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM405.42%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM403.17%
Return on Capital
10 Years-9.22%
5 Years-3.72%
3 Years-0.63%
Last Year1.95%
TWLO Recent Earnings
Twilio Inc. (TWLO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 12/12 qtrs (100%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$1.50+18.1%
$1.27
Rev
$1.4B+4.7%
$1.3B
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$1.33+8.1%
$1.23
Rev
$1.4B+3.4%
$1.3B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.25+16.8%
$1.07
Rev
$1.3B+3.8%
$1.3B
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$1.19+13.3%
$1.05
Rev
$1.2B+3.4%
$1.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $1.50vs $1.27+18.1% | $1.4Bvs $1.3B+4.7% |
| Q1 2026 | Feb 12, 2026 | $1.33vs $1.23+8.1% | $1.4Bvs $1.3B+3.4% |
| Q4 2025 | Oct 30, 2025 | $1.25vs $1.07+16.8% | $1.3Bvs $1.3B+3.8% |
| Q3 2025 | Aug 7, 2025 | $1.19vs $1.05+13.3% | $1.2Bvs $1.2B+3.4% |
Based on last 12 quarters of dataView full earnings history →
Latest TWLO News
Recent stock market news and headlines for Twilio Inc. (TWLO)
Fool - Investing News·Jun 30, 2026
Should You Buy the Twilio Dip?The Twilio dip looks compelling if you look at year-to-date gains, but the valuation is excessive.
Fool - Investing News·Jun 29, 2026
Meet the Artificial Intelligence (AI) Software Stock That's Quietly Outperforming Palantir Technologies in 2026 (Hint: It's Significantly Cheaper)The adoption of Twilio's AI cloud communications tools is now driving stronger growth for the company.
Zacks Investment Research·Jun 25, 2026
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should KnowRecently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
Zacks Investment Research·Jun 24, 2026
Why the Market Dipped But Twilio (TWLO) Gained TodayThe latest trading day saw Twilio (TWLO) settling at $188.34, representing a +2.34% change from its previous close.
Peers Comparison
Key metrics vs top competitors for Twilio Inc. (TWLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $211.97 | $32.12B | 1009.38 | 13.66% | 0.67% | 0.43% | — | |
| $67.56 | $2.16B | -157.12 | 0.71% | 1.96% | 4.04% | — | |
| $2.20 | $229.21K | -0.01 | -28.3% | -25.53% | -30.49% | — | |
| $4.69 | $23.82M | 3.28 | 30.05% | 45.71% | 87.05% | — | |
| $10.48 | $217.25M | 13.97 | 1.49% | 10.33% | 7.28% | — | |
| $85.68 | $25.12B | 13.86 | 4.36% | 41.99% | 21.79% | — |
Compare TWLO vs Peers
Twilio Inc. (TWLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TWLO SEC Filings & Documents
Twilio Inc. (TWLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Mar 24, 2026·SEC
Material company update
Feb 12, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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TWLO Frequently Asked Questions
Twilio Inc. (TWLO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Twilio Inc.'s revenue?
Twilio Inc. (TWLO) reported $5.30B in revenue for fiscal year 2025. This represents a 10520% increase from $49.9M in 2013.
How fast is Twilio Inc. growing?
Twilio Inc. (TWLO) grew revenue by 13.7% over the past year. This is steady growth.
Is TWLO profitable?
Yes, Twilio Inc. (TWLO) is profitable, generating $104.0M in net income for fiscal year 2025 (0.7% net margin).
Dividend & Returns
What is TWLO's return on equity?
Twilio Inc. (TWLO) has a return on equity (ROE) of 0.4%. This is below average, suggesting room for improvement.
What is Twilio Inc.'s free cash flow?
Twilio Inc. (TWLO) generated $1.01B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.