TWLO

Twilio Inc.

Communication Services · Interactive Media & Services

$206.70last close

+69.2%~252d

Price

+69.20% over 1Y

4 auto-fib

Thesis

as of 2026-07-16

Bull case

CPaaS incumbent re-rating on the AI-agent voice/messaging thesis. Pure-play scale matters: ~300k+ active accounts, ~10M+ developers, multi-billion-message-per-day runtime. Segment + Twilio AI is the integration bet - every voice-agent or SMS-automation product built on $OPENAI / $GOOG / $MSFT models needs a carrier-grade transport layer, and TWLO is the default.

- GAAP profitability inflection through 2025-26; opex discipline post-activist (Anson, Legion Partners)

- RCS rollout on iOS expands TAM; richer messaging = higher per-message ARPU

- Voice-AI agents (Twilio + ElevenLabs, OpenAI Realtime API) bring net-new minute volume

- Segment CDP turns into the data layer for AI personalization - defensible if cross-sell lands

- Buyback + FCF inflection support multiple expansion vs SaaS peers

Bear case

- Messaging is commoditized; carrier fees passed through compress gross margin (~50% blended)

- Hyperscaler encroachment: $MSFT Azure Communication Services, $GOOG CCAI, AWS End User Messaging

- Segment integration has underperformed since 2020; CDP category crowded ($CRM Data Cloud)

- Per-message pricing vulnerable to AI agents collapsing volume (one agent call replaces 5 SMS)

- Multi-quarter dollar-based net expansion below 105% signals customer churn at the SMB tier

•2025 expanded partnership with $OPENAI for voice agents on Realtime API (TWLO is preferred carrier-grade transport)
•2025 ElevenLabs integration - Twilio voice + ElevenLabs TTS bundled for conversational AI deployments
•2024 SAP CX integration - Segment CDP + SAP Customer Experience unified data pipeline
•2024 Airbnb, Lyft, Stripe, DoorDash multi-year renewals (disclosed as "top 10 customers")
•2024 RCS Business Messaging rollout with Google + Apple - phased iOS support through 2025-26

customersAirbnb · Lyft · Stripe · DoorDash · Shopify · Uber · Salesforce · OpenAI

Analyze TWLO· interactive tools

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Top correlated· 252d co-movement

Recent news· high-signal only

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Held by ETFs

IJHiShares Core S&P Mid-Cap ETF
0.86%
VBVanguard Small-Cap ETF
0.38%

Key levels

$123.30
0.786 retr of 92.44->236.64 (52w)
+67.6%
$147.52
0.618 retr of 92.44->236.64 (52w)
+40.1%
$164.54
0.5 retr of 92.44->236.64 (52w)
+25.6%
$181.56
0.382 retr of 92.44->236.64 (52w)
+13.8%

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Facts

Exchange: US
Currency: USD
Market cap: $31.37B
Last update: 2026-07-16

Revenue (TTM)$5.3B

P/E313.2×

P/S5.9×

Net margin2.0%

Frequently asked questions

Is TWLO in IJH?: Yes, iShares Core S&P Mid-Cap ETF (IJH) holds TWLO with 0.86% (as of 2026-07-16).
Is TWLO in VB?: Yes, Vanguard Small-Cap ETF (VB) holds TWLO with 0.38% (as of 2026-07-16).
What ETFs hold TWLO?: Twilio Inc. (TWLO) is held by IJH (0.86%), VB (0.38%).
What sector is TWLO in?: Twilio Inc. is classified under GICS Communication Services (Interactive Media & Services).
What is TWLO's last close price?: TWLO last closed at $206.70 on 2026-07-16.

Frequently asked questions

Is TWLO in IJH?

Yes, iShares Core S&P Mid-Cap ETF (IJH) holds TWLO with 0.86% (as of 2026-07-16).

Is TWLO in VB?

Yes, Vanguard Small-Cap ETF (VB) holds TWLO with 0.38% (as of 2026-07-16).

What ETFs hold TWLO?

Twilio Inc. (TWLO) is held by IJH (0.86%), VB (0.38%).

What sector is TWLO in?

Twilio Inc. is classified under GICS Communication Services (Interactive Media & Services).

What is TWLO's last close price?

TWLO last closed at $206.70 on 2026-07-16.