TWLO
Twilio IncPrice & Indicators
Blended from price, positioning & fundamentals · daily-close · not investment advice.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Dollar-Based Net Expansion Rate | 114% | Q1 2026 | — |
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| employees | 5,558 | Q1 2026 | — |
| Free cash flow non-GAAP | $132M | Q1 2026 | — |
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| Non-GAAP gross profit non-GAAP | $697M | Q1 2026 | — |
| Non-GAAP income from operations non-GAAP | $279M | Q1 2026 | — |
| Y/Y Organic Revenue Growth | 16% | Q1 2026 | — |
| messaging revenue growth | 25% | Q1 call | — |
| non-GAAP gross margin non-GAAP | 49.6% | Q1 call | — |
| non-GAAP gross profit growth non-GAAP | 16% | Q1 call | — |
| non-GAAP operating margin non-GAAP | 19.8% | Q1 call | — |
| organic revenue growth | 16% | Q1 call | — |
| share repurchases | $253M | Q1 call | — |
| software add-on revenue growth | 20% | Q1 call | — |
| stock-based compensation as a percentage of revenue | 9.7% | Q1 call | — |
| voice channel revenue growth | 20% | Q1 call | — |
| Active Customer Accounts | 402,000 | as of December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TWLO
this stock
Twilio Inc
|
$31.73B | +47.0% | +43.9% | 316.8 | 3.7% |
|
MSFT
Microsoft Corp
|
$2.87T | -19.8% | +6.9% | 23.0 | 1.3% |
|
ORCL
Oracle Corp
|
$414.10B | -26.0% | +17.3% | 24.7 | 1.3% |
|
PLTR
Palantir Technologies Inc.
|
$331.75B | -25.4% | +16.7% | 155.5 | 3.2% |
|
PANW
Palo Alto Networks Inc
|
$291.39B | +94.1% | +29.0% | 293.1 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TWLO | +9.1% | -11.7% | +59.1% | +1.3% | +47.0% |
| SPY | +3.1% | -0.8% | +8.2% | +0.6% | +10.2% |
| vs SPY | +6.1% | -10.9% | +50.9% | +0.7% | +36.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.