Twilio's revenue growth has re-accelerated from roughly 9.7% in 2024Q3 to about 19.9% in 2026Q3, suggesting renewed demand for its communications infrastructure, though gross margin of 48.8% remains far below the 70-80% typical of pure-play software peers.
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 re-accelerated to 19.9% in 2026Q3 while gross margin compressed from 51.3% in 2024Q2 to 48.8%, leaving operating margin of 9.5% still thin for an infrastructure software business.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $1.65+12.2% vs $1.47 | $1.6B+2.9% vs $1.5B |
Q3 2026 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 |
During the third quarter, Natera achieved record results. Shares advanced during the quarter as Twilio's voice platform was recognized as a backbone for agentic voice agents. Carpenter Technology is benefiting from increased production rates at Boeing that is driving demand for mission-critical materials and components.
Twilio shares have lost 12% since Q3 results, but rising profits, record cash flow and AI opportunities are likely to make the recent dip an attractive buying opportunity.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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 |
|---|---|---|---|---|---|---|---|
| $202.02 | $30.66B | 962.00 | 13.66% | 0.67% | 0.43% | — | |
| $40.34 | $1.3B | -93.81 | 0.71% | 1.01% | 0.01% | — | |
| $0.95 | $35.58K | -0.01 | -28.3% | -25.53% | -30.49% | — | |
| $4.25 | $22.99M | 2.97 | 30.05% | 16.16% | 33.3% | — | |
| $11.76 | $245.63M | 15.68 | 1.49% | 9% | 8.5% | 11% | |
| $89.88 | $26.36B | 14.54 | 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)
Oct 29, 2026·SEC
Aug 6, 2026·SEC
Jun 17, 2026·SEC
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Twilio Inc. (TWLO) stock FAQ — growth, dividends, profitability & financials explained
Twilio Inc. (TWLO) reported $5.83B in revenue over the trailing twelve months. Revenue was $5.07B in fiscal year 2025. That is 10051% more than the $49.9M of fiscal year 2013.
Twilio Inc. (TWLO) grew revenue by 13.7% in fiscal year 2025, compared with the prior fiscal year.
Yes. Twilio Inc. (TWLO) earned $1.27B in net income over the trailing twelve months (a 21.8% net margin).
Twilio Inc. (TWLO) had a return on equity (ROE) of 0.4% in fiscal year 2025. That is below the market's typical 10-15%.
Twilio Inc. (TWLO) generated $1.23B in free cash flow over the trailing twelve months.
