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: $1.94447 billion
  • Outstanding Shares: 90,481,000
Average Prices:
  • 50 Day Moving Avg: $28.61
  • 200 Day Moving Avg: $28.96
  • 52 Week Range: $22.80 - $70.96
P/E:
  • Trailing P/E Ratio: N/A
  • Foreward P/E Ratio: -68.52
  • P/E Growth: -5.33
Sales & Book Value:
  • Annual Revenue: $305.37 million
  • Price / Sales: 8.93
  • Book Value: $3.74 per share
  • Price / Book: 8.06
Profitability:
  • EBIDTA: ($40,620,000.00)
  • Net Margins: -16.07%
  • Return on Equity: -14.26%
  • Return on Assets: -11.25%
Debt:
  • Current Ratio: 4.29%
  • Quick Ratio: 4.29%
Misc:
  • Average Volume: 2.99 million shs.
  • 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 Tuesday, May, 2nd. The company reported ($0.14) earnings per share for the quarter, meeting analysts' consensus estimates of ($0.14). The firm had revenue of $87.37 million for the quarter, compared to analyst estimates of $83.57 million. Twilio had a negative net margin of 16.07% and a negative return on equity of 14.26%. View Twilio's Earnings History.

When will Twilio make its next earnings announcement?

Twilio is scheduled to release their next quarterly earnings announcement on Monday, August, 7th 2017. View Earnings Estimates for Twilio.

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

Twilio updated its FY17 earnings guidance on Tuesday, May, 2nd. The company provided earnings per share (EPS) guidance of ($0.30)-(0.27) for the period, compared to the Thomson Reuters consensus estimate of ($0.17). The company issued revenue guidance of $356-362 million, compared to the consensus revenue estimate of $369.60 million.Twilio also updated its Q2 guidance to ($0.11)-(0.10) EPS.

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

17 brokers have issued 12 month target prices for Twilio's shares. Their forecasts range from $23.00 to $50.00. On average, they expect Twilio's share price to reach $36.19 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 offers cloud-based software that helps developers make and receive phone calls, text messages and video chats. Estimates for the stock have remained unchanged, of late. 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. However, its largest customer, Uber’s recent strategy on utilizing communication services will dent Twilio’s overall growth prospect throughout this year. Furthermore, intensifying competition in the communications market and growing prevalence of in-app push notifications are major concerns. Notably, the stock has underperformed the broader market in the last one year." (7/19/2017)
  • 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)

Are investors shorting Twilio?

Twilio saw a increase in short interest during the month of June. As of June 30th, there was short interest totalling 20,650,060 shares, an increase of 24.5% from the June 15th total of 16,591,861 shares. Based on an average daily trading volume, of 3,049,730 shares, the short-interest ratio is currently 6.8 days. Currently, 35.4% of the shares of the stock are sold short.

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
  • Roy Ng, Senior Vice President of Commercial Operations
  • Karyn Smith, General Counsel
  • Richard L. Dalzell, Director
  • Byron B. Deeter, Directors
  • Elena A. Donio, Director
  • James McGeever, Director
  • Erika F. Rottenberg, 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 acted 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 institutional and retail investors. Top institutional investors include Sumitomo Mitsui Asset Management Company LTD (1.18%), Hamilton Lane Advisors LLC (0.78%), Pacific Heights Asset Management LLC (0.30%), Kornitzer Capital Management Inc. KS (0.28%), Nepsis Capital Management Inc. (0.24%) and Bessemer Group Inc. (0.06%). 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 Bessemer Group Inc., Independent Portfolio Consultants Inc., Hamilton Lane Advisors LLC and Creative Planning. 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 purchased by a variety of institutional investors in the last quarter, including Sumitomo Mitsui Asset Management Company LTD, Pacific Heights Asset Management LLC, Kornitzer Capital Management Inc. KS, Nepsis Capital Management Inc., Moloney Securities Asset Management LLC, Carl Domino Inc, Great West Life Assurance Co. Can and US Bancorp DE. 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 $30.15.


MarketBeat Community Rating for Twilio (NYSE TWLO)
Community Ranking:  2.6 out of 5 ( )
Outperform Votes:  159 (Vote Outperform)
Underperform Votes:  148 (Vote Underperform)
Total Votes:  307
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: 3 Hold Ratings, 14 Buy Ratings
Consensus Rating:Buy (Score: 2.82)
Consensus Price Target: $36.19 (20.02% upside)

Analysts' Ratings History for Twilio (NYSE:TWLO)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
7/17/2017Summit RedstoneReiterated RatingBuy$36.00LowView Rating Details
7/10/2017Robert W. BairdInitiated CoverageOutperform -> Outperform$35.00HighView Rating Details
6/20/2017JMP SecuritiesReiterated RatingOutperform$33.00 -> $35.00LowView Rating Details
5/30/2017CIBCReiterated RatingOutperform$38.00LowView Rating Details
5/30/2017Oppenheimer Holdings, Inc.Reiterated RatingOutperform$38.00LowView Rating Details
5/28/2017Northland SecuritiesReiterated RatingOutperform$30.00MediumView Rating Details
5/25/2017J P Morgan Chase & CoReiterated RatingOutperformLowView Rating Details
5/25/2017Drexel HamiltonReiterated RatingBuy$44.00HighView Rating Details
5/24/2017Canaccord GenuityReiterated RatingBuy$33.00HighView Rating Details
5/4/2017Summit ResearchLower Price TargetBuy$36.00 -> $28.00HighView Rating Details
5/4/2017Mitsubishi UFJ Financial GroupReiterated RatingNeutral$32.50 -> $23.00MediumView Rating Details
5/3/2017William BlairReiterated RatingOutperformLowView Rating Details
5/2/2017Goldman Sachs Group, Inc. (The)Reiterated RatingNeutral$38.00LowView Rating Details
2/14/2017ArgusReiterated RatingHoldN/AView Rating Details
2/8/2017Pacific CrestBoost Price TargetOverweight$36.00 -> $40.00N/AView Rating Details
1/5/2017KeyCorpUpgradeOverweight$36.00N/AView Rating Details
10/31/2016Citigroup Inc.Initiated CoverageOutperform$50.00N/AView Rating Details
(Data available from 7/28/2015 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
8/7/2017($0.11)N/AView 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: $-0.67 EPS
Next Year EPS Consensus Estimate: $-0.44 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: 72.37%
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
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:
DateHeadline
bizjournals.com logoHere's how much early-career salaries can differ at San Francisco tech companies - San Francisco Business Times
www.bizjournals.com - July 27 at 8:46 AM
investorplace.com logoTwilio Inc (TWLO) Stock Bears Are Poised to Pounce - Investorplace.com
investorplace.com - July 22 at 10:01 AM
investorplace.com logoTwilio Inc (TWLO) Stock Bears Are Poised to Pounce
investorplace.com - July 21 at 11:15 AM
americanbankingnews.com logoKaryn Smith Sells 5,381 Shares of Twilio Inc. (NYSE:TWLO) Stock
www.americanbankingnews.com - July 20 at 7:45 PM
nasdaq.com logoNotable Wednesday Option Activity: TWLO, SWKS, MNRO - Nasdaq
www.nasdaq.com - July 20 at 9:05 AM
investorplace.com logo3 Internet Stocks to Buy That Aren't Twilio - Investorplace.com
investorplace.com - July 20 at 9:05 AM
investorplace.com logo3 Internet Stocks to Buy That Aren’t Twilio
investorplace.com - July 19 at 2:22 PM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Rating Increased to Buy at Zacks Investment Research
www.americanbankingnews.com - July 19 at 12:38 PM
finance.yahoo.com logoETFs with exposure to Twilio, Inc. : July 18, 2017
finance.yahoo.com - July 19 at 8:43 AM
americanbankingnews.com logoInsider Selling: Twilio Inc. (NYSE:TWLO) General Counsel Sells 712 Shares of Stock
www.americanbankingnews.com - July 18 at 10:26 PM
finance.yahoo.com logoTwilio Welcomes Veteran Financial Executive Jeff Epstein to Board of Directors
finance.yahoo.com - July 18 at 9:24 AM
finance.yahoo.com logoToday's Research Reports on Trending Tickers: Freeport-McMoRan Inc. and Twilio Inc.
finance.yahoo.com - July 18 at 9:24 AM
americanbankingnews.com logoTwilio Inc. (TWLO) Short Interest Up 24.5% in June
www.americanbankingnews.com - July 18 at 7:22 AM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Given Average Rating of "Buy" by Brokerages
www.americanbankingnews.com - July 17 at 10:51 PM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) CFO Lee Kirkpatrick Sells 16,000 Shares
www.americanbankingnews.com - July 17 at 10:15 PM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Director Richard L. Dalzell Sells 2,500 Shares
www.americanbankingnews.com - July 17 at 10:14 PM
bizjournals.com logoTechnical Reports on Application Software Equities -- Oracle, Red Hat, Twilio, and Zendesk
www.bizjournals.com - July 11 at 8:56 AM
finance.yahoo.com logoTwilio to Announce Second Quarter 2017 Financial Results on August 7
finance.yahoo.com - July 11 at 8:56 AM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Coverage Initiated by Analysts at Robert W. Baird
www.americanbankingnews.com - July 10 at 6:36 PM
finance.yahoo.com logoETFs with exposure to Twilio, Inc. : July 7, 2017
finance.yahoo.com - July 8 at 2:56 PM
americanbankingnews.com logoTwilio Inc. (TWLO) Expected to Post Quarterly Sales of $86.18 Million
www.americanbankingnews.com - July 8 at 10:28 AM
fool.com logoWhy No One Really Knows What to Make of Twilio Inc. Stock
www.fool.com - July 7 at 7:06 AM
americanbankingnews.com logoTwilio Inc. (TWLO) Rating Increased to Strong-Buy at Vetr Inc.
www.americanbankingnews.com - July 7 at 12:38 AM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Expected to Post Earnings of -$0.20 Per Share
www.americanbankingnews.com - July 6 at 10:31 AM
fool.com logoBetter Buy: Twilio Inc vs. Line Corp
www.fool.com - July 5 at 11:16 PM
americanbankingnews.com logoTwilio Inc. (NYSE:TWLO) Rating Increased to Hold at Zacks Investment Research
www.americanbankingnews.com - July 5 at 2:08 PM
finance.yahoo.com logo5 Things You Didn't Know About Twilio Inc.
finance.yahoo.com - July 2 at 8:05 AM
fool.com logo5 Things You Didn't Know About Twilio Inc.
www.fool.com - July 1 at 12:53 PM
investorplace.com logoTwilio Inc (TWLO) Stock Could Have 38% Upside By Next Summer - Investorplace.com
investorplace.com - June 29 at 3:49 PM
investorplace.com logoTwilio Inc (TWLO) Stock Could Have 38% Upside By Next Summer
investorplace.com - June 29 at 11:56 AM
finance.yahoo.com logoCan Twilio Stock Keep Going After Last Week's 11% Pop?
finance.yahoo.com - June 27 at 9:26 AM
finance.yahoo.com logoETFs with exposure to Twilio, Inc. : June 26, 2017
finance.yahoo.com - June 27 at 9:26 AM
americanbankingnews.com logoVetr Inc. Downgrades Twilio Inc. (TWLO) to Buy
www.americanbankingnews.com - June 26 at 11:58 PM
americanbankingnews.com logoTwilio Sees Unusually Large Options Volume (TWLO)
www.americanbankingnews.com - June 26 at 7:00 PM
investorplace.com logoDon't Let Twilio Inc (TWLO) Stock Fool You! - Investorplace.com
investorplace.com - June 24 at 7:32 AM
investorplace.com logoDon’t Let Twilio Inc (TWLO) Stock Fool You!
investorplace.com - June 23 at 11:36 AM
investorplace.com logoHedge Your Twilio Inc (TWLO) Stock Bet Without Feeling Guilty - Investorplace.com
investorplace.com - June 22 at 7:23 PM
americanbankingnews.com logoTwilio Inc. (TWLO) General Counsel Sells $146,641.69 in Stock
www.americanbankingnews.com - June 21 at 10:44 PM
investorplace.com logoHedge Your Twilio Inc (TWLO) Stock Bet Without Feeling Guilty
investorplace.com - June 21 at 1:01 PM
americanbankingnews.com logoTwilio Inc (TWLO) Given Consensus Rating of "Buy" by Brokerages
www.americanbankingnews.com - June 20 at 10:50 PM
americanbankingnews.com logoTwilio Inc (TWLO) Rating Reiterated by JMP Securities
www.americanbankingnews.com - June 20 at 2:56 PM
finance.yahoo.com logoTwilio, Inc. breached its 50 day moving average in a Bullish Manner : TWLO-US : June 20, 2017
finance.yahoo.com - June 20 at 8:49 AM
americanbankingnews.com logoLee Kirkpatrick Sells 10,851 Shares of Twilio Inc. (TWLO) Stock
www.americanbankingnews.com - June 19 at 10:34 PM
americanbankingnews.com logoTraders Buy High Volume of Twilio Call Options (TWLO)
www.americanbankingnews.com - June 19 at 12:44 PM
finance.yahoo.com logoCan Twilio Stock Keep Going After Last Week's 9% Pop?
finance.yahoo.com - June 18 at 7:36 PM
finance.yahoo.com logo3 Opportunities Twilio Inc. Bears Need to Know About
finance.yahoo.com - June 17 at 6:53 AM
finance.yahoo.com logoETFs with exposure to Twilio, Inc. : June 16, 2017
finance.yahoo.com - June 17 at 6:53 AM
fool.com logoWhy Twilio Inc. Stock Dropped 26.4% in May
www.fool.com - June 15 at 8:19 PM
finance.yahoo.com logoTwilio, Inc. :TWLO-US: Earnings Analysis: Q1, 2017 By the Numbers : June 15, 2017
finance.yahoo.com - June 15 at 3:40 PM
finance.yahoo.com logoTwilio Is Still Expensive
finance.yahoo.com - June 15 at 2:53 AM

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Chart

Twilio (TWLO) Chart for Friday, July, 28, 2017

This page was last updated on 7/28/2017 by MarketBeat.com Staff