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Twilio TWLO · USD

Information Technology · US listing · 🇺🇸 United States

S&P 500

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206.64

+2.29%

Close of 9 Nov 2026, in USD

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About Twilio

From its filings with the US Securities and Exchange Commission

SEC filings

Twilio is based in San Francisco, California and is incorporated in Delaware. Its shares trade on NYSE under the ticker TWLO. It is a member of the S&P 500. The SEC classifies its business as prepackaged software. In the fiscal year to 31 December 2025, it reported revenue of $5.07bn and net income of $33.8m. At that date it held total assets of $9.77bn and shareholders' equity of $7.82bn. By business, Messaging brought in 56.8% of revenue, followed by Other at 14.7% and Voice at 12.1%. By region, United States accounted for 64.1%, followed by International at 35.9%.

In its own words

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.

We offer highly customizable communications application programming interfaces (“APIs”) that enable developers to embed numerous forms of messaging, voice, email, and video interactions into their customer-facing applications, as well as software products that target specific engagement needs, including our digital engagement centers, marketing campaigns, and user authentication and identity solutions. This combination of flexible APIs and software solutions, together with our customer data capabilities, helps businesses of all sizes and across numerous industries to benefit from smarter and more streamlined engagement at every step of the customer journey, including reduced customer acquisition costs, lasting loyalty, and increased customer value. The value proposition of our offerings has become stronger and our products have become more strategic to our customers as businesses are increasingly prioritizing building more personalized and differentiated customer engagement experiences through digital channels.

Quoted from its 10-K, filed 24 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Information Technology
Industry
IT Services
Listed since
23 Jun 2016
Employees
5,587
Website
twilio.com ↗
Head office
101 SPEAR STREET, San Francisco, CA, 94105
Incorporated in
DE
Classification
Services-Prepackaged Software
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Jeff EpsteinIndependent Chairman of the Board$391,167
  • Mr. Khozema ShipchandlerChief Executive Officer, Director, since 2018$27.2m
  • Ms. Aidan ViggianoChief Financial Officer$10.4m
  • Mr. Charles BellIndependent Director$302,941
  • Ms. Donna DubinskyIndependent Director$301,890
  • Mr. Jeffrey ImmeltIndependent Director$313,756
  • Mr. Deval PatrickIndependent Director$298,100
  • Ms. Erika RottenbergIndependent Director$312,998
  • Mr. Andrew StafmanIndependent Director$646,811
  • Ms. Miyuki SuzukiIndependent Director$303,653

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
58
Environment
53
Social
72
Governance
50
Direct emissions (scope 1)
914.8 t
Energy emissions (scope 2)
6,648.5 t
Value chain emissions (scope 3)
278,309.1 t
Women in the workforce
38.2%
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Twilio Inc has built a strong brand presence in the cloud communications market.
  • The company offers a scalable and reliable platform for developers to integrate communication features into their applications.
  • Twilio's wide range of communication APIs enables businesses to enhance customer experiences and improve operational efficiency.

Weaknesses

  • Twilio heavily relies on third-party infrastructures for its services, which may result in occasional service disruptions and dependency on external providers.
  • The company operates in a highly competitive market, with various players offering similar communication platform solutions.
  • Twilio's pricing structure can sometimes be complex, leading to potential confusion for customers and difficulties in predicting costs.

Opportunities

  • The increasing demand for cloud-based communication solutions presents a significant growth opportunity for Twilio.
  • Expanding into international markets, particularly emerging economies, can unlock new customer segments and revenue streams for the company.
  • The integration of artificial intelligence and machine learning technologies into Twilio's platform could provide innovative communication solutions for businesses.

Threats

  • Rapid advancements in technology may bring new competitors or disrupt the communication industry, posing a threat to Twilio's market position.
  • Changes in regulations related to data privacy and security can impact Twilio's operations and increase compliance requirements.
  • A negative public perception or security breach related to cloud-based communication services could damage Twilio's reputation and erode customer trust.

Sources and methodology

Data on this tab
Our data supplier
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