TWLOTwilio Inc.

$228.40

$92.4452 weeks$255.94

Price

$228.40+87%1Y

1M+23%1Y+87%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Average

6/10

Value37

Quality59

Momentum71

Growth66

Strongest Momentum, weakest Value · ranked vs Technology peers. The five questions below judge the company on its own terms.

What they do

We envision a world in which every digital interaction is amazing. By combining our leading communications capabilities with rich contextual data and artificial intelligence (“AI”), we provide the infrastructure for businesses of all sizes to revolutionize how they engage with their customers by delivering seamless, trusted, and personalized customer experiences at scale.

In the company’s own words · 10-K filed Feb 24, 2026 · SEC EDGAR

P/E (TTM)31.8

Market Cap$28.26B

1Y Return+87%

5Y Return-40%

Business segments

Q2 2025 · $1.23B

The company’s own SEC segment disclosure.

Communications$1.15B94%
Twilio$75.5M6%

Twilio Inc. (TWLO) reported revenue of $1.50B in Q2 2026 (quarter ended June 30, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 48% and net income of $1.07B (71% of revenue). For the full year FY2025, revenue was $5.07B (+14% year on year) and net income $34M. Its largest segment in 2025-Q2 was Communications at $1.15B, 94% of the disclosed total, just ahead of Twilio at 6.1%.

Raw charts

10 series · TTM

As reported to the SEC, without any scoring.

Software - Infrastructure

Ranks #50 of 78 by Smart Score