Twilio, Inc. Class A (TWLO)

Twilio's stock has experienced fluctuations in the past six months. As of November 25, 2025, the share price was $128.54, a 23.11% increase from November 26, 2024. Over the last year, the stock has shown a 21.05% increase. Recent analyst activities have impacted the stock, with several analysts raising their price targets for Twilio in October 2025. The company is expected to release its next earnings report on February 18, 2026.

Twilio's business model is consumption-based, meaning customers pay for the actual communication services they use. Demand for Twilio's services can be influenced by political cycles, global events, product mix, and customer engagement trends. The company has historically seen an uptick in demand during election cycles. During the COVID-19 pandemic, there was increased demand for communications software. The increasing demand for AI-driven and omnichannel communication tools is expanding Twilio's market.

Twilio Inc. is an American cloud communications platform-as-a-service company that enables developers to embed real-time communication capabilities into their software applications. The company offers APIs and SDKs that allow developers to integrate communication channels like voice, SMS, video, and email into their applications. Twilio's major products and services include Communications APIs, a Customer Engagement Platform, a Customer Data Platform, and AI and Builder Tools. The company serves a diverse range of industries, including retail, healthcare, finance, hospitality, the public sector, and real estate.

Twilio has a significant international presence with its headquarters in San Francisco, California. The company has a network of global offices in locations including Barangaroo, Australia; Prague, Czech Republic; Kesklinna, Estonia; Puteaux, France; Berlin, Germany; Hong Kong; Bengaluru, India; and Dublin, Ireland. Twilio's infrastructure supports communications worldwide, with isolated data centers globally, though its default region is in the eastern United States.

Twilio has strong brand recognition within the developer community for its CPaaS offerings and is working to expand its brand to marketers and CX professionals. Twilio has focused on positioning itself at the center of AI shifts, highlighting product innovation around AI. The company's brand reputation is increasingly tied to its ability to deliver trusted, personalized, and real-time customer engagement experiences, especially with the growing integration of AI.

Twilio is a publicly traded company with approximately 80% of its stock held by institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co., Fmr Llc, State Street Corp., Sachem Head Capital Management LP, ARK Investment Management LLC, Generation Investment Management LLP, Geode Capital Management LLC, Baillie Gifford & Co., and UBS Group AG. Jeff Lawson, a co-founder, is the largest individual shareholder, owning 3.97% of the company.