0.16%
37.48%
84.24%
151.29%
111.28%
-27.91%
19.50%
AI Spotlight on TWLO
Company Description
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally.Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications.The company was incorporated in 2008 and is headquartered in San Francisco, California.
Market Data
| Last Price | 148.59 |
| Change Percentage | 0.16% |
| Open | 150 |
| Previous Close | 148.35 |
| Market Cap ( Millions) | 22791 |
| Volume | 1963684 |
| Year High | 151.95 |
| Year Low | 52.51 |
| M A 50 | 110.83 |
| M A 200 | 74.86 |
Financial Ratios
| FCF Yield | 3.40% |
| Dividend Yield | 0.00% |
| ROE | -5.12% |
| Debt / Equity | 13.68% |
| Net Debt / EBIDTA | 440.57% |
| Price To Book | 2.87 |
| Price Earnings Ratio | -51.06 |
| Price To FCF | 29.38 |
| Price To sales | 5.25 |
| EV / EBITDA | 189.44 |
News
- 11:30 - This Artificial Intelligence (AI) Stock Delivered Bigger Gains Than Nvidia. It Can Skyrocket Higher.
- Jan -30 - 4 Technology Stocks Poised to Beat Earnings Estimates in Q4
- Jan -30 - Best Growth Stocks to Buy for January 30th
- Jan -30 - Why Twilio (TWLO) Dipped More Than Broader Market Today
- Jan -29 - AI Stocks Defy DeepSeek Panic: NVDA & 2 Other Top Picks
- Jan -29 - 5 Must-Watch AI Stocks Ahead of Earnings After DeepSeek Storm
- Jan -28 - Twilio (TWLO) Upgraded to Strong Buy: Here's Why
- Jan -28 - Best Growth Stocks to Buy for January 28th
- Jan -27 - Twilio: Inflection Point Near
- Jan -27 - Twilio's Turnaround Story Is Underway, Analyst Turns Bullish And Boosts Price Forecast
- Jan -27 - Chart of the Day: TWLO at Multi-Year High
- Jan -27 - Strength Seen in Twilio (TWLO): Can Its 20.1% Jump Turn into More Strength?
- Jan -24 - Stock Market Today: Stocks Slip as Inflation Worries Rise
- Jan -24 - Twilio Stock Soars on Strong Outlook as AI Demand Booms
- Jan -24 - Why Twilio Rocketed Over 22% Today
- Jan -24 - Twilio stock soars 150%: what's driving the rally?
- Jan -24 - Twilio Soars To Nearly Three-Year High On Q4 Sneak Peek
- Jan -24 - Twilio shares pop 22% and head for biggest gain since Covid pandemic on growth forecast
- Jan -24 - Twilio Is Up 21% But Could Still Climb Another 16% According to Wall Street Expert
- Jan -24 - Cloud Stock Eyeing Its Best Day Since 2020
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Messaging
Expected Growth : 27.43 %
What the company do ?
Twilio Messaging enables businesses to send and receive SMS, MMS, and WhatsApp messages globally, providing a scalable and reliable communication platform.
Why we expect these perspectives ?
Twilio's 27.43% growth in Messaging is driven by increasing adoption of cloud-based communication platforms, rising demand for omnichannel customer engagement, and expansion into new markets. Additionally, the growing need for businesses to enhance customer experience, improve operational efficiency, and reduce costs are key factors contributing to this growth.
Segment n°2 -> Other
Expected Growth : 27.18 %
What the company do ?
Other from Twilio Inc. refers to the remaining products and services not classified under Voice, Messaging, or Video, such as IoT, Authentication, and more.
Why we expect these perspectives ?
Twilio's 'Other' segment growth of 27.18% is driven by increasing adoption of its IoT and messaging services, expansion into new markets, and strategic partnerships. The rise of remote work and digital transformation also fuels demand for Twilio's communication and customer engagement solutions, contributing to its rapid growth.
Segment n°3 -> Voice
Expected Growth : 26.27 %
What the company do ?
Twilio Voice is a cloud communication platform enabling developers to build, scale, and operate real-time voice experiences, such as voice calls and conferencing, into their applications.
Why we expect these perspectives ?
Twilio's Voice segment growth is driven by increasing adoption of cloud-based communication platforms, rising demand for omnichannel customer engagement, and expansion into new industries such as healthcare and finance. Additionally, the growing need for real-time communication and analytics capabilities, as well as the shift towards API-based communication, are contributing to the segment's 26.27% growth.
Segment n°4 -> Email and Marketing Campaigns
Expected Growth : 11.7 %
What the company do ?
Twilio's Email and Marketing Campaigns enable businesses to send personalized, targeted, and automated email campaigns at scale, leveraging customer data and behavioral insights.
Why we expect these perspectives ?
Twilio's 11.7% growth in Email and Marketing Campaigns is driven by increasing demand for omnichannel customer engagement, expansion into new industries, and growing adoption of cloud-based communication platforms. Additionally, the rise of e-commerce and digital transformation initiatives across enterprises are fueling the need for personalized and automated marketing campaigns, further boosting Twilio's growth.
Segment n°5 -> Twilio
Expected Growth : 27.93 %
What the company do ?
Twilio is a cloud communication platform that enables developers to build, scale, and operate real-time communication and collaboration applications.
Why we expect these perspectives ?
Twilio's 27.93% growth is driven by increasing adoption of cloud-based communication platforms, rising demand for customer engagement solutions, and expansion into new markets. Additionally, the company's strategic acquisitions, such as Segment, have enhanced its offerings and contributed to revenue growth.
Twilio Inc. Products
| Product Range | What is it ? |
|---|---|
| Twilio Voice | A cloud communication platform that enables businesses to make and receive voice calls programmatically. |
| Twilio Messaging | A messaging platform that enables businesses to send and receive SMS, MMS, and WhatsApp messages programmatically. |
| Twilio Video | A cloud-based video platform that enables businesses to build real-time video experiences into their applications. |
| Twilio Flex | A cloud-based contact center platform that enables businesses to build custom, omnichannel customer service experiences. |
| Twilio Autopilot | A conversational AI platform that enables businesses to build custom, omnichannel chatbots and IVRs. |
| Twilio Verify | A two-factor authentication platform that enables businesses to verify user identities programmatically. |
| Twilio Lookup | A phone number lookup platform that enables businesses to validate and enrich phone number data programmatically. |
Twilio Inc.'s Porter Forces
Threat Of Substitutes
Twilio's platform is highly specialized and customizable, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
While customers have some bargaining power due to the availability of alternative communication platforms, Twilio's strong brand recognition and customer loyalty mitigate this force.
Bargaining Power Of Suppliers
Twilio has a diversified supplier base, and its technology is not heavily reliant on any single supplier, reducing the bargaining power of suppliers.
Threat Of New Entrants
The cloud communication platform market is highly competitive, and new entrants can easily enter the market, posing a significant threat to Twilio's market share.
Intensity Of Rivalry
The cloud communication platform market is highly competitive, with many established players, leading to a high intensity of rivalry among competitors.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 9.72% |
| Debt Cost | 3.95% |
| Equity Weight | 90.28% |
| Equity Cost | 10.53% |
| WACC | 9.89% |
| Leverage | 10.76% |
Twilio Inc. : Quality Control
Twilio Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IAC | IAC/InterActiveCorp operates as a media and internet company worldwide. The company publishes original and engaging digital content in the form of articles, illustrations, and videos and images across entertainment, food, … |
| CARG | CarGurus, Inc. operates an online automotive marketplace connecting buyers and sellers of new and used cars in the United States and internationally. The company provides consumers an online automotive marketplace … |
| YELP | Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business categories, including restaurants, shopping, beauty and … |
| GOOG | Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and … |
| CCOI | Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Cogent Communications
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Alphabet
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CarGurus
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Yelp
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Twilio
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1-Year Total Return ->
6
