Twilio Company Profile (NYSE:TWLO)

About Twilio (NYSE:TWLO)

Twilio logoTwilio Inc. offers Cloud Communications Platform, which enables developers to build, scale and operate real-time communications within software applications. The Company's platform consists of Programmable Communications Cloud, Super Network and Business Model for Innovators. Its Programmable Communications Cloud software enables developers to embed voice, messaging, video and authentication capabilities into their applications through its Application Programming Interfaces (APIs). Its Programmable Communications Cloud offers building blocks that enable its customers to build what they need. Its Programmable Communications Cloud includes Programmable Voice, Programmable Messaging, Programmable Video and Use Case APIs. The Super Network is its software layer that allows its customers' software to communicate with connected devices globally. It interconnects with communications networks around the world.

Industry, Sector and Symbol:
  • Sector: Computer and Technology
  • Industry: Application Software
  • Sub-Industry: N/A
  • Symbol: NYSE:TWLO
  • CUSIP: N/A
  • Web: www.twilio.com
Capitalization:
  • Market Cap: $2.99843 billion
  • Outstanding Shares: 91,920,000
Average Prices:
  • 50 Day Moving Avg: $31.08
  • 200 Day Moving Avg: $31.08
  • 52 Week Range: $25.98 - $42.80
P/E:
  • Trailing P/E Ratio: N/A
  • Foreward P/E Ratio: -58.25
  • P/E Growth: -7.15
Sales & Book Value:
  • Annual Revenue: $336.73 million
  • Price / Sales: 8.90
  • Book Value: $3.90 per share
  • Price / Book: 8.36
Profitability:
  • EBITDA: ($34,740,000.00)
  • Net Margins: -13.42%
  • Return on Equity: -15.40%
  • Return on Assets: -12.25%
Debt:
  • Current Ratio: 5.13%
  • Quick Ratio: 5.13%
Misc:
  • Average Volume: 1.43 million shs.
  • Beta: 3.24
  • Short Ratio: 8.23
 

Frequently Asked Questions for Twilio (NYSE:TWLO)

What is Twilio's stock symbol?

Twilio trades on the New York Stock Exchange (NYSE) under the ticker symbol "TWLO."

How were Twilio's earnings last quarter?

Twilio Inc. (NYSE:TWLO) posted its quarterly earnings data on Monday, August, 7th. The company reported ($0.20) EPS for the quarter, meeting the Zacks' consensus estimate of ($0.20). The company had revenue of $95.90 million for the quarter, compared to analyst estimates of $86.28 million. Twilio had a negative net margin of 13.42% and a negative return on equity of 15.40%. The company's quarterly revenue was up 48.7% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.08) EPS. View Twilio's Earnings History.

When will Twilio make its next earnings announcement?

Twilio is scheduled to release their next quarterly earnings announcement on Wednesday, November, 8th 2017. View Earnings Estimates for Twilio.

What guidance has Twilio issued on next quarter's earnings?

Twilio issued an update on its FY17 earnings guidance on Monday, August, 7th. The company provided EPS guidance of ($0.24-0.22) for the period, compared to the Thomson Reuters consensus earnings per share estimate of ($0.29). The company issued revenue guidance of $371-375 million, compared to the consensus revenue estimate of $359.77 million.Twilio also updated its Q3 guidance to ($0.07-0.08) EPS.

Where is Twilio's stock going? Where will Twilio's stock price be in 2017?

17 brokers have issued twelve-month price targets for Twilio's shares. Their forecasts range from $28.00 to $50.00. On average, they anticipate Twilio's stock price to reach $38.13 in the next year. View Analyst Ratings for Twilio.

What are analysts saying about Twilio stock?

Here are some recent quotes from research analysts about Twilio stock:

  • 1. According to Zacks Investment Research, "Twilio recently reported strong results for second-quarter 2017, wherein the top line came ahead of our expectations, while the bottom line matches the same. Also, the company witnessed year-over-year improvement on both the counts. The recently reported robust quarterly results clearly indicate that the company has been able to mitigate the loss of revenues from Uber. The company’s key initiatives, which include product innovation, global expansion and acquisitions, are helping it in gaining customers, which bodes well for long-term growth. We opine that proliferation in cloud and mobile penetration across the globe will continue to fuel Twilio’s customer growth over the long run. Nonetheless, intensifying competition in the communications market and growing prevalence of in-app push notifications are major concerns. Notably, the stock has underperformed the industry in the last one year." (8/11/2017)
  • 2. JMP Securities analysts commented, "Building high-quality, reliable API services that have 99.999 percent availability and have resulted in nearly 30,000 production deployments."Listening to its customers to build higher-value APIs that solve customer’s problems but are also stickier than lower-lower APIs."Introducing new feature and products at a rate of one every 3.5 days, a rate competitors will be hard-pressed to match."Rapidly adding developers to its community, including 600,000 in the last 12 months." (5/25/2017)
  • 3. J P Morgan Chase & Co analysts commented, "Building high-quality, reliable API services that have 99.999 percent availability and have resulted in nearly 30,000 production deployments."Listening to its customers to build higher-value APIs that solve customer’s problems but are also stickier than lower-lower APIs."Introducing new feature and products at a rate of one every 3.5 days, a rate competitors will be hard-pressed to match."Rapidly adding developers to its community, including 600,000 in the last 12 months." (5/25/2017)
  • 4. Drexel Hamilton analysts commented, "We believe Twilio may slightly exceed our 1Q:17 revenue forecast of $83.2 million (up 40% YoY; Street is at $83.5 million) and at least meet our loss per share projection of $0.06 (Street is at a loss per share of $0.07). Our 1Q:17 sales forecast represents a 1% QoQ rise and well below the 2-year average of up 18% for past March quarters. Recall, Twilio’s 1Q:17 outlook calls for sales of $82-84 million and a loss per share of $0.07-0.06. Twilio is recognized as a pioneer in the cloud communications platform market with a following of over 1 million developers across 36,606 active customer accounts in 4Q:16. We estimate Twilio added 3,000 to 3,250 active customer accounts in 1Q:17 and up from the 2,149 added in 4Q:16." (5/2/2017)

Who are some of Twilio's key competitors?

Who are Twilio's key executives?

Twilio's management team includes the folowing people:

  • Jeff Lawson, Chairman of the Board, Chief Executive Officer, Co-Founder
  • Lee Kirkpatrick, Chief Financial Officer
  • George Hu, Chief Operating Officer
  • Karyn Smith, General Counsel, Corporate Secretary
  • Jeffrey Epstein, Director
  • Richard L. Dalzell, Independent Director
  • Byron B. Deeter, Independent Director
  • Elena A. Donio, Independent Director
  • James McGeever, Independent Director

When did Twilio IPO?

(TWLO) raised $130 million in an initial public offering (IPO) on Thursday, June 23rd 2016. The company issued 10,000,000 shares at $12.00-$14.00 per share. Goldman Sachs and J.P. Morgan served as the underwriters for the IPO and Allen, Pacific Crest Securities (a division of KeyBanc Capital Markets), JMP Securities, William Blair and Canaccord Genuity were co-managers.

Who owns Twilio stock?

Twilio's stock is owned by a number of of retail and institutional investors. Top institutional shareholders include Mutual of America Capital Management LLC (0.06%), Trellus Management Company LLC (0.01%) and Moloney Securities Asset Management LLC (0.01%). Company insiders that own Twilio stock include Bessemer Venture Partners Vii, James Mcgeever, Jeff Lawson, Karyn Smith, Lee Kirkpatrick, Richard L Dalzell and Scott Campbell Raney. View Institutional Ownership Trends for Twilio.

Who sold Twilio stock? Who is selling Twilio stock?

Twilio's stock was sold by a variety of institutional investors in the last quarter, including Moloney Securities Asset Management LLC. Company insiders that have sold Twilio stock in the last year include Bessemer Venture Partners Vii, Jeff Lawson, Karyn Smith, Lee Kirkpatrick, Richard L Dalzell and Scott Campbell Raney. View Insider Buying and Selling for Twilio.

Who bought Twilio stock? Who is buying Twilio stock?

Twilio's stock was bought by a variety of institutional investors in the last quarter, including Mutual of America Capital Management LLC and Trellus Management Company LLC. Company insiders that have bought Twilio stock in the last two years include James Mcgeever and Jeff Lawson. View Insider Buying and Selling for Twilio.

How do I buy Twilio stock?

Shares of Twilio can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

What is Twilio's stock price today?

One share of Twilio stock can currently be purchased for approximately $32.62.


MarketBeat Community Rating for Twilio (NYSE TWLO)
Community Ranking:  2.6 out of 5 (star star)
Outperform Votes:  202 (Vote Outperform)
Underperform Votes:  185 (Vote Underperform)
Total Votes:  387
MarketBeat's community ratings are surveys of what our community members think about Twilio and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Consensus Ratings for Twilio (NYSE:TWLO) (How are Consensus Ratings Calculated?)
Ratings Breakdown: 1 Sell Rating, 2 Hold Ratings, 14 Buy Ratings
Consensus Rating:Buy (Score: 2.76)
Consensus Price Target: $38.13 (16.90% upside)
Consensus Price Target History for Twilio (NYSE:TWLO)
Price Target History for Twilio (NYSE:TWLO)
Analysts' Ratings History for Twilio (NYSE:TWLO)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
10/13/2017Northland SecuritiesReiterated RatingBuy$36.00N/AView Rating Details
9/28/2017JMP SecuritiesReiterated RatingOutperform$38.00LowView Rating Details
9/27/2017Robert W. BairdReiterated RatingBuy$39.00LowView Rating Details
9/27/2017KeyCorpReiterated RatingHoldLowView Rating Details
9/27/2017William BlairReiterated RatingOutperformLowView Rating Details
9/22/2017Drexel HamiltonReiterated RatingBuy$47.00LowView Rating Details
9/18/2017Oppenheimer Holdings, Inc.Reiterated RatingBuy$38.00MediumView Rating Details
8/18/2017ArgusReiterated RatingHoldLowView Rating Details
8/9/2017Goldman Sachs Group, Inc. (The)Reiterated RatingSell$30.00 -> $33.00HighView Rating Details
8/8/2017Canaccord GenuityBoost Price TargetBuy$32.00 -> $38.00HighView Rating Details
8/8/2017J P Morgan Chase & CoBoost Price TargetOverweight$33.00 -> $40.00HighView Rating Details
8/8/2017Mitsubishi UFJ Financial GroupUpgradeNeutral -> Buy$23.00 -> $35.00HighView Rating Details
7/17/2017Summit RedstoneReiterated RatingBuy$36.00LowView Rating Details
5/30/2017CIBCReiterated RatingOutperform$38.00LowView Rating Details
5/4/2017Summit ResearchLower Price TargetBuy$36.00 -> $28.00HighView Rating Details
2/8/2017Pacific CrestBoost Price TargetOverweight$36.00 -> $40.00N/AView Rating Details
10/31/2016Citigroup Inc.Initiated CoverageOutperform$50.00N/AView Rating Details
(Data available from 10/23/2015 forward)

Earnings

Earnings History for Twilio (NYSE:TWLO)
Earnings by Quarter for Twilio (NYSE:TWLO)
Earnings History by Quarter for Twilio (NYSE TWLO)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
11/8/2017($0.08)N/AView Earnings Details
8/7/2017Q2 2017($0.20)($0.20)$86.28 million$95.90 millionViewListenView Earnings Details
5/2/2017Q1 2017($0.14)($0.14)$83.57 million$87.37 millionViewListenView Earnings Details
11/3/2016Q316($0.08)($0.04)$64.51 million$715.50 millionViewN/AView Earnings Details
8/8/2016Q216($0.15)($0.08)$39.95 million$64.50 millionViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for Twilio (NYSE:TWLO)
Current Year EPS Consensus Estimate: $-0.7 EPS
Next Year EPS Consensus Estimate: $-0.56 EPS

Dividends

Dividend History for Twilio (NYSE:TWLO)
No dividend announcements for this company have been tracked by MarketBeat.com

Insider Trades

Insider Trading and Institutional Ownership History for Twilio (NYSE:TWLO)
Institutional Ownership Percentage: 58.11%
Insider Trades by Quarter for Twilio (NYSE:TWLO)
Institutional Ownership by Quarter for Twilio (NYSE:TWLO)
Insider Trades by Quarter for Twilio (NYSE:TWLO)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
10/18/2017Karyn SmithGeneral CounselSell5,381$31.48$169,393.88View SEC Filing  
10/16/2017Karyn SmithGeneral CounselSell711$32.60$23,178.60View SEC Filing  
10/16/2017Lee KirkpatrickCFOSell10,000$32.17$321,700.00View SEC Filing  
9/18/2017Karyn SmithGeneral CounselSell5,213$31.23$162,801.99View SEC Filing  
9/15/2017Lee KirkpatrickCFOSell13,829$30.85$426,624.65View SEC Filing  
8/21/2017Karyn SmithGeneral CounselSell5,213$29.21$152,271.73View SEC Filing  
8/15/2017Lee KirkpatrickCFOSell10,000$31.17$311,700.00View SEC Filing  
8/15/2017Richard L. DalzellDirectorSell2,500$31.18$77,950.00View SEC Filing  
7/19/2017Karyn SmithGeneral CounselSell5,381$31.40$168,963.40View SEC Filing  
7/17/2017Karyn SmithGeneral CounselSell712$29.18$20,776.16View SEC Filing  
7/17/2017Lee KirkpatrickCFOSell16,000$29.86$477,760.00View SEC Filing  
7/13/2017Richard L. DalzellDirectorSell2,500$30.01$75,025.00View SEC Filing  
6/19/2017Karyn SmithGeneral CounselSell5,213$28.13$146,641.69View SEC Filing  
6/15/2017Lee KirkpatrickCFOSell10,851$25.73$279,196.23View SEC Filing  
5/18/2017Karyn SmithGeneral CounselSell5,213$24.59$128,187.67View SEC Filing  
5/11/2017James McgeeverDirectorBuy10,000$23.19$231,900.00View SEC Filing  
5/10/2017Jeff LawsonCEOBuy100,000$23.43$2,343,000.00View SEC Filing  
4/19/2017Karyn SmithGeneral CounselSell5,399$31.80$171,688.20View SEC Filing  
4/17/2017Lee KirkpatrickCFOSell10,000$30.42$304,200.00View SEC Filing  
3/20/2017Karyn SmithGeneral CounselSell5,213$31.20$162,645.60View SEC Filing  
3/16/2017Lee KirkpatrickCFOSell12,757$30.96$394,956.72View SEC Filing  
2/10/2017Scott Campbell RaneyDirectorSell22,058$32.17$709,605.86View SEC Filing  
10/26/2016Bessemer Venture Partners ViiMajor ShareholderSell3,084,651$38.60$119,067,528.60View SEC Filing  
10/26/2016Jeff LawsonCEOSell830,977$38.60$32,075,712.20View SEC Filing  
10/26/2016Karyn SmithGeneral CounselSell13,863$38.60$535,111.80View SEC Filing  
10/26/2016Lee KirkpatrickCFOSell69,740$38.60$2,691,964.00View SEC Filing  
10/26/2016Scott Campbell RaneyDirectorSell503,496$38.60$19,434,945.60View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Headline Trends for Twilio (NYSE:TWLO)
Latest Headlines for Twilio (NYSE:TWLO)
Source:
Loading headlines, please wait.

Social

Chart

Twilio (TWLO) Chart for Monday, October, 23, 2017

This page was last updated on 10/23/2017 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.