Twilio 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
- Market Cap: $1.91731 billion
- Outstanding Shares: 90,481,000
- 50 Day Moving Avg: $27.89
- 200 Day Moving Avg: $28.85
- 52 Week Range: $22.80 - $70.96
Sales & Book Value:
- Trailing P/E Ratio: N/A
- Foreward P/E Ratio: -70.30
- P/E Growth: -5.36
- Annual Revenue: $305.37 million
- Price / Sales: 9.16
- Book Value: $3.74 per share
- Price / Book: 8.27
- EBIDTA: ($40,620,000.00)
- Net Margins: -16.07%
- Return on Equity: -14.26%
- Return on Assets: -11.25%
- Current Ratio: 4.29%
- Quick Ratio: 4.29%
- Average Volume: 3.04 million shs.
- Short Ratio: 3.42
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) released its earnings results on Tuesday, May, 2nd. The company reported ($0.14) earnings per share (EPS) for the quarter, meeting the Zacks' consensus estimate of ($0.14). The firm had revenue of $87.37 million for the quarter, compared to analysts' expectations of $83.57 million. Twilio had a negative return on equity of 14.26% and a negative net margin of 16.07%. View Twilio's Earnings History.
When will Twilio make its next earnings announcement?
What guidance has Twilio issued on next quarter's earnings?
Twilio issued an update on its FY17 earnings guidance on Tuesday, May, 2nd. The company provided EPS guidance of ($0.30)-(0.27) for the period, compared to the Thomson Reuters consensus earnings per share 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 twelve-month price targets for Twilio's stock. Their predictions range from $23.00 to $50.00. On average, they anticipate Twilio's share price to reach $36.19 in the next twelve months. 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. Approximately 35.4% of the company's shares are sold short.
Who are some of Twilio's key competitors?
Some companies that are related to Twilio include Mulesoft (MULE), Zendesk (ZEN), Box (BOX), New Relic (NEWR), CyberArk Software (CYBR), Five9 (FIVN), Radware (RDWR), GB Group plc (GBG), Keywords Studios PLC (KWS), Rosetta Stone (RST), YuMe (YUME), Perion Network Ltd (PERI), SeaChange International (SEAC), Finjan Holdings (FNJN), Great Elm Capital Group (GEC), CYREN (CYRN), StatPro Group PLC (SOG) and Mysquare Ltd (MYSQ).
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 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 shareholders include Nepsis Capital Management Inc. (0.24%), Creative Planning (0.03%), Harvey Capital Management Inc. (0.01%), Washington Trust Bank (0.01%), Independent Portfolio Consultants Inc. (0.01%) and US Bancorp DE (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 Independent Portfolio Consultants Inc. 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 acquired by a variety of institutional investors in the last quarter, including Nepsis Capital Management Inc. 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?
MarketBeat Community Rating for Twilio (NYSE TWLO)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.
One share of Twilio stock can currently be purchased for approximately $30.93.
Consensus Ratings for Twilio (NYSE:TWLO) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|Ratings Breakdown: ||3 Hold Ratings, 14 Buy Ratings|
|Consensus Rating:||Buy (Score: 2.82)|
|Consensus Price Target: ||$36.19 (17.00% upside)|
Analysts' Ratings History for Twilio (NYSE:TWLO)
(Data available from 7/22/2015 forward)
|Date||Firm||Action||Rating||Price Target||Impact on Share Price||Details|
|7/17/2017||Summit Redstone||Reiterated Rating||Buy||$36.00||Low|
|7/10/2017||Robert W. Baird||Initiated Coverage||Outperform -> Outperform||$35.00||High|
|6/20/2017||JMP Securities||Reiterated Rating||Outperform||$33.00 -> $35.00||Low|
|5/30/2017||Oppenheimer Holdings, Inc.||Reiterated Rating||Outperform||$38.00||Low|
|5/28/2017||Northland Securities||Reiterated Rating||Outperform||$30.00||Medium|
|5/25/2017||J P Morgan Chase & Co||Reiterated Rating||Outperform||Low|
|5/25/2017||Drexel Hamilton||Reiterated Rating||Buy||$44.00||High|
|5/24/2017||Canaccord Genuity||Reiterated Rating||Buy||$33.00||High|
|5/4/2017||Summit Research||Lower Price Target||Buy||$36.00 -> $28.00||High|
|5/4/2017||Mitsubishi UFJ Financial Group||Reiterated Rating||Neutral||$32.50 -> $23.00||Medium|
|5/3/2017||William Blair||Reiterated Rating||Outperform||Low|
|5/2/2017||Goldman Sachs Group, Inc. (The)||Reiterated Rating||Neutral||$38.00||Low|
|2/8/2017||Pacific Crest||Boost Price Target||Overweight||$36.00 -> $40.00||N/A|
|10/31/2016||Citigroup Inc.||Initiated Coverage||Outperform||$50.00||N/A|
Earnings History for Twilio (NYSE:TWLO)Earnings History by Quarter for Twilio (NYSE TWLO)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|5/2/2017||Q1 2017||($0.14)||($0.14)||$83.57 million||$87.37 million||View||Listen|
|11/3/2016||Q316||($0.08)||($0.04)||$64.51 million||$715.50 million||View||N/A|
|8/8/2016||Q216||($0.15)||($0.08)||$39.95 million||$64.50 million||View||N/A|
Earnings Estimates for Twilio (NYSE:TWLO)
Current Year EPS Consensus Estimate: $-0.67 EPS
Next Year EPS Consensus Estimate: $-0.44 EPS
Dividend History for Twilio (NYSE:TWLO)
No dividend announcements for this company have been tracked by MarketBeat.com
Insider Trading and Institutional Ownership History for Twilio (NYSE:TWLO)
Institutional Ownership Percentage: 72.51%Insider Trades by Quarter for Twilio (NYSE:TWLO)
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|7/19/2017||Karyn Smith||General Counsel||Sell||5,381||$31.40||$168,963.40|| |
|7/17/2017||Karyn Smith||General Counsel||Sell||712||$29.18||$20,776.16|| |
|7/17/2017||Lee Kirkpatrick||CFO||Sell||16,000||$29.86||$477,760.00|| |
|7/13/2017||Richard L. Dalzell||Director||Sell||2,500||$30.01||$75,025.00|| |
|6/19/2017||Karyn Smith||General Counsel||Sell||5,213||$28.13||$146,641.69|| |
|6/15/2017||Lee Kirkpatrick||CFO||Sell||10,851||$25.73||$279,196.23|| |
|5/18/2017||Karyn Smith||General Counsel||Sell||5,213||$24.59||$128,187.67|| |
|5/11/2017||James Mcgeever||Director||Buy||10,000||$23.19||$231,900.00|| |
|5/10/2017||Jeff Lawson||CEO||Buy||100,000||$23.43||$2,343,000.00|| |
|4/19/2017||Karyn Smith||General Counsel||Sell||5,399||$31.80||$171,688.20|| |
|4/17/2017||Lee Kirkpatrick||CFO||Sell||10,000||$30.42||$304,200.00|| |
|3/20/2017||Karyn Smith||General Counsel||Sell||5,213||$31.20||$162,645.60|| |
|3/16/2017||Lee Kirkpatrick||CFO||Sell||12,757||$30.96||$394,956.72|| |
|2/10/2017||Scott Campbell Raney||Director||Sell||22,058||$32.17||$709,605.86|| |
|10/26/2016||Bessemer Venture Partners Vii||Major Shareholder||Sell||3,084,651||$38.60||$119,067,528.60|| |
|10/26/2016||Jeff Lawson||CEO||Sell||830,977||$38.60||$32,075,712.20|| |
|10/26/2016||Karyn Smith||General Counsel||Sell||13,863||$38.60||$535,111.80|| |
|10/26/2016||Lee Kirkpatrick||CFO||Sell||69,740||$38.60||$2,691,964.00|| |
|10/26/2016||Scott Campbell Raney||Director||Sell||503,496||$38.60||$19,434,945.60|| |
Headline Trends for Twilio (NYSE:TWLO)
Latest Headlines for Twilio (NYSE:TWLO)
|Twilio Inc (TWLO) Stock Bears Are Poised to Pounce - Investorplace.com|
investorplace.com - July 22 at 10:01 AM
|Twilio Inc (TWLO) Stock Bears Are Poised to Pounce|
investorplace.com - July 21 at 11:15 AM
|Karyn Smith Sells 5,381 Shares of Twilio Inc. (NYSE:TWLO) Stock|
www.americanbankingnews.com - July 20 at 7:45 PM
|Notable Wednesday Option Activity: TWLO, SWKS, MNRO - Nasdaq|
www.nasdaq.com - July 20 at 9:05 AM
|3 Internet Stocks to Buy That Aren't Twilio - Investorplace.com|
investorplace.com - July 20 at 9:05 AM
|3 Internet Stocks to Buy That Aren’t Twilio|
investorplace.com - July 19 at 2:22 PM
|Twilio Inc. (NYSE:TWLO) Rating Increased to Buy at Zacks Investment Research|
www.americanbankingnews.com - July 19 at 12:38 PM
|ETFs with exposure to Twilio, Inc. : July 18, 2017|
finance.yahoo.com - July 19 at 8:43 AM
|Insider Selling: Twilio Inc. (NYSE:TWLO) General Counsel Sells 712 Shares of Stock|
www.americanbankingnews.com - July 18 at 10:26 PM
|Twilio Welcomes Veteran Financial Executive Jeff Epstein to Board of Directors|
finance.yahoo.com - July 18 at 9:24 AM
|Today's Research Reports on Trending Tickers: Freeport-McMoRan Inc. and Twilio Inc.|
finance.yahoo.com - July 18 at 9:24 AM
|Twilio Inc. (TWLO) Short Interest Up 24.5% in June|
www.americanbankingnews.com - July 18 at 7:22 AM
|Twilio Inc. (NYSE:TWLO) Given Average Rating of "Buy" by Brokerages|
www.americanbankingnews.com - July 17 at 10:51 PM
|Twilio Inc. (NYSE:TWLO) CFO Lee Kirkpatrick Sells 16,000 Shares|
www.americanbankingnews.com - July 17 at 10:15 PM
|Twilio Inc. (NYSE:TWLO) Director Richard L. Dalzell Sells 2,500 Shares|
www.americanbankingnews.com - July 17 at 10:14 PM
|Technical Reports on Application Software Equities -- Oracle, Red Hat, Twilio, and Zendesk|
www.bizjournals.com - July 11 at 8:56 AM
|Twilio to Announce Second Quarter 2017 Financial Results on August 7|
finance.yahoo.com - July 11 at 8:56 AM
|Twilio Inc. (NYSE:TWLO) Coverage Initiated by Analysts at Robert W. Baird|
www.americanbankingnews.com - July 10 at 6:36 PM
|ETFs with exposure to Twilio, Inc. : July 7, 2017|
finance.yahoo.com - July 8 at 2:56 PM
|Twilio Inc. (TWLO) Expected to Post Quarterly Sales of $86.18 Million|
www.americanbankingnews.com - July 8 at 10:28 AM
|Why No One Really Knows What to Make of Twilio Inc. Stock|
www.fool.com - July 7 at 7:06 AM
|Twilio Inc. (TWLO) Rating Increased to Strong-Buy at Vetr Inc.|
www.americanbankingnews.com - July 7 at 12:38 AM
|Twilio Inc. (NYSE:TWLO) Expected to Post Earnings of -$0.20 Per Share|
www.americanbankingnews.com - July 6 at 10:31 AM
|Better Buy: Twilio Inc vs. Line Corp|
www.fool.com - July 5 at 11:16 PM
|Twilio Inc. (NYSE:TWLO) Rating Increased to Hold at Zacks Investment Research|
www.americanbankingnews.com - July 5 at 2:08 PM
|5 Things You Didn't Know About Twilio Inc.|
finance.yahoo.com - July 2 at 8:05 AM
|5 Things You Didn't Know About Twilio Inc.|
www.fool.com - July 1 at 12:53 PM
|Twilio Inc (TWLO) Stock Could Have 38% Upside By Next Summer - Investorplace.com|
investorplace.com - June 29 at 3:49 PM
|Twilio Inc (TWLO) Stock Could Have 38% Upside By Next Summer|
investorplace.com - June 29 at 11:56 AM
|Can Twilio Stock Keep Going After Last Week's 11% Pop?|
finance.yahoo.com - June 27 at 9:26 AM
|ETFs with exposure to Twilio, Inc. : June 26, 2017|
finance.yahoo.com - June 27 at 9:26 AM
|Vetr Inc. Downgrades Twilio Inc. (TWLO) to Buy|
www.americanbankingnews.com - June 26 at 11:58 PM
|Twilio Sees Unusually Large Options Volume (TWLO)|
www.americanbankingnews.com - June 26 at 7:00 PM
|Don't Let Twilio Inc (TWLO) Stock Fool You! - Investorplace.com|
investorplace.com - June 24 at 7:32 AM
|Don’t Let Twilio Inc (TWLO) Stock Fool You!|
investorplace.com - June 23 at 11:36 AM
|Hedge Your Twilio Inc (TWLO) Stock Bet Without Feeling Guilty - Investorplace.com|
investorplace.com - June 22 at 7:23 PM
|Twilio Inc. (TWLO) General Counsel Sells $146,641.69 in Stock|
www.americanbankingnews.com - June 21 at 10:44 PM
|Hedge Your Twilio Inc (TWLO) Stock Bet Without Feeling Guilty|
investorplace.com - June 21 at 1:01 PM
|Twilio Inc (TWLO) Given Consensus Rating of "Buy" by Brokerages|
www.americanbankingnews.com - June 20 at 10:50 PM
|Twilio Inc (TWLO) Rating Reiterated by JMP Securities|
www.americanbankingnews.com - June 20 at 2:56 PM
|Twilio, 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
|Lee Kirkpatrick Sells 10,851 Shares of Twilio Inc. (TWLO) Stock|
www.americanbankingnews.com - June 19 at 10:34 PM
|Traders Buy High Volume of Twilio Call Options (TWLO)|
www.americanbankingnews.com - June 19 at 12:44 PM
|Can Twilio Stock Keep Going After Last Week's 9% Pop?|
finance.yahoo.com - June 18 at 7:36 PM
|3 Opportunities Twilio Inc. Bears Need to Know About|
finance.yahoo.com - June 17 at 6:53 AM
|ETFs with exposure to Twilio, Inc. : June 16, 2017|
finance.yahoo.com - June 17 at 6:53 AM
|Why Twilio Inc. Stock Dropped 26.4% in May|
www.fool.com - June 15 at 8:19 PM
|Twilio, Inc. :TWLO-US: Earnings Analysis: Q1, 2017 By the Numbers : June 15, 2017|
finance.yahoo.com - June 15 at 3:40 PM
|Twilio Is Still Expensive|
finance.yahoo.com - June 15 at 2:53 AM
|Twilio Inc (TWLO) Stock Is in an Uber-Competitive Space|
investorplace.com - June 14 at 1:04 PM
Twilio (TWLO) Chart for Saturday, July, 22, 2017