Zacks Investment Research·2d ago
Salesforce vs. Twilio: Which Customer Engagement Stock Has the Edge?TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.
Twilio's revenue growth accelerated to 22.0% in 2026Q2, with operating margin expanding to 5.6% from -4.2% in 2024Q1, indicating improving cost discipline and operating leverage. The balance sheet is nearly debt-free (D/E of 0.01) with strong liquidity (curren...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 22.0% in 2026Q2, while operating margin improved to 5.6% from -4.2% in 2024Q1, though gross margin compressed to 48.4% from 52.0%.
Twilio's transition from transactional messaging to a comprehensive multi-product platform is viewed as a compelling growth opportunity.
Vanguard Group holds 12.2% of Twilio, indicating strong institutional confidence in the company.
Twilio's forward P/E of 22 suggests attractive valuation potential for growth investors.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.47+11.4% vs $1.32 | $1.5B+4.8% vs $1.4B |
Q2 2026 Apr 30, 2026 | $1.50+18.1% vs $1.27 | $1.4B+4.7% vs $1.3B |
Q1 2026 Feb 12, 2026 | $1.33+8.1% vs $1.23 | $1.4B+3.4% vs $1.3B |
Q4 2025 Oct 30, 2025 | $1.25+16.8% vs $1.07 | $1.3B+3.8% vs $1.3B |
TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.
Nykredit A S acquired a new position in shares of Twilio Inc. (NYSE: TWLO) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 50,959 shares of the technology company's stock, valued at approximately $10,514,000. A number of other hedge funds and
Twilio Inc. (NYSE: TWLO - Get Free Report) has been assigned a consensus recommendation of "Moderate Buy" from the twenty-seven ratings firms that are presently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating, twenty-two have issued a buy rating and two
Duos Technologies Group (NASDAQ: DUOT - Get Free Report) and Twilio (NYSE: TWLO - Get Free Report) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, risk, dividends, valuation and profitability. Analyst Ratings This is a summary of recent
Benchmark TWLO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Twilio Inc. (TWLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $284.53 | $43.18B | 1354.90 | 13.66% | 0.67% | 0.43% | — | |
| $58.40 | $1.88B | -135.81 | 0.71% | 0.27% | 0% | — | |
| $1.03 | $107.31K | -0.01 | -28.3% | -25.53% | -30.49% | — | |
| $4.23 | $22.88M | 2.96 | 30.05% | 16.16% | 33.3% | — | |
| $10.53 | $219.94M | 14.04 | 1.49% | 9% | 8.5% | — | |
| $90.95 | $26.67B | 14.72 | 4.36% | 65.19% | 32.25% | — |
Twilio Inc. (TWLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Twilio Inc. (TWLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 17, 2026·SEC
Apr 30, 2026·SEC
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Twilio Inc. (TWLO) stock FAQ — growth, dividends, profitability & financials explained
Twilio Inc. (TWLO) reported $5.57B in revenue for fiscal year 2025. This represents a 11063% increase from $49.9M in 2013.
Twilio Inc. (TWLO) grew revenue by 13.7% over the past year. This is steady growth.
Yes, Twilio Inc. (TWLO) is profitable, generating $1.15B in net income for fiscal year 2025 (0.7% net margin).
Twilio Inc. (TWLO) has a return on equity (ROE) of 0.4%. This is below average, suggesting room for improvement.
Twilio Inc. (TWLO) generated $1.11B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
