Twilio Inc - Ordinary Shares Class A

Twilio Inc - Ordinary Shares Class A

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Market Cap$28.93B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Twilio Inc - Ordinary Shares Class ATwilio Inc - Ordinary Shares Class A279.5-1%6.7-

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Q1 results (strong “inflection”): accelerating growth + profitability - Revenue: $1.4B, +20% YoY reported and +16% YoY organic (fastest organic growth since 2022). - Non-GAAP gross profit: up 16% YoY to $697M; non-GAAP gross margin 49.6% (down 180 bps YoY, largely due to higher carrier pass-through fees). - Non-GAAP operating income: $279M, +31% YoY; non-GAAP operating margin 19.8% (record). - Cash: $132M free cash flow; SBC as % of revenue 9.7% (below 10% for first time since IPO). - Surprising/good: record profitability while still facing fee headwinds.
Growth drivers by product: Voice + Messaging both strong; software add-ons accelerating - Voice revenue +20% YoY; CEO said voice growth is now sixth consecutive quarter of accelerated growth with Voice AI as a catalyst. - Voice AI + add-ons: self-serve voice +45%; voice software add-ons mid-30s%; “AI + software layer,” not just connectivity. - Messaging revenue +25% YoY, but CFO clarified ~7 pts of that is incremental carrier fees—so “apples-to-apples” was high teens; underlying messaging still strong. - Messaging mix: strength in WhatsApp + RCS; RCS volume more than doubled QoQ; RCS adoption “early but ramping,” with international deals (e.g., KPN Netherlands, Telavox). - Software add-ons >20% YoY (notably Verify, plus newer products like Branded Calling and Conversational Intelligence).
Customer/go-to-market momentum: multiproduct adoption accelerating - Self-serve and ISV channels each drove 25%+ YoY revenue growth; CFO highlighted improving onboarding/conversion. - Dollar-based net expansion rate (DBNER): 114% (incremental carrier fees contributed ~4 pts). - Multiproduct customers: count +29% in Q1; management expects multiproduct revenue to continue accelerating through the year as customers roll out more software capabilities. - Examples of demand: AI agent deployments boosting outcomes (e.g., Scorpion agent drove +39% booking rates, 6,500 appointments, $8.4M revenue mentioned). - Platform strategy narrative: customers moving from “channels” to Twilio as infrastructure for AI-era conversational experiences.

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$185.83

Target Price by Analysts

18.2% downsideTwilio Target Price DetailsTarget Price
$190.88

Current Fair Value

16% downside

Overvalued by 16% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.93 Billion
Enterprise Value$28.63 Billion
Dividend Yield$- (-)
Earnings per Share$0.22
Beta1.32
Outstanding Shares152,424,306

Return

Return on Equity1.34%ROE
Return on Assets1.09%
Return on Invested Capital3.03%

Valuation & Multiples

P/E Ratio279.52P/E Ratio
PEG79.79PEG
Price to Sales6.68Price to Sales
Price to Book Ratio4.46Price to Book Ratio
Enterprise Value to Revenue5.4
Enterprise Value to EBIT107.01
Enterprise Value to Net Income275
Total Debt to Enterprise0.01
Debt to Equity0.03Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$1.26
Average shareholder expectation
Revenue Estimate
$1.34 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$1.31
Average shareholder expectation
Revenue Estimate
$1.43 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9924▼ 0.97%
Total Calls1,434,945▼ 54.62%
Total Puts1,424,100▼ 55.06%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.81%▼ 0.55%
Total Invested$17.04B▼ 12.38%
Investors Holding850▼ 78.00%

ESG Score

No data

About Twilio Inc

CEO: Jeff Lawson

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly shaping the tax policies that are highly material to Twilio's financial performance and corporate structure.

Finance

As the primary tax-writing committee, it controls corporate tax rates, R&D credits, and international tax policies. These decisions directly affect Twilio's profitability, cash flow, capital allocation, and overall valuation.

Judiciary

This committee oversees antitrust laws, intellectual property rights, and data privacy enforcement by the DOJ. Antitrust scrutiny on tech giants or critical IP protections are highly material for a major software company like Twilio.

Commerce, Science, and Transportation

This committee has direct oversight over the FCC and FTC, which regulate telecommunications, internet commerce, data privacy, and consumer protection. These areas are central to Twilio's cloud communications platform business model and its ability to operate.