Twilio, Inc. Class A (TWLO)

In the past six months, Twilio's stock price has experienced fluctuations, closing at $115.02 on February 6, 2026. The stock's 52-week range has been between $77.51 and $147.42. Around February 2026, Twilio's stock declined in sympathy with broader weakness observed across software stocks. The company raised its full-year 2025 guidance for free cash flow to a range of $920 million to $930 million and projected reported revenue growth between 12.4% and 12.6% year-over-year, driven by strong Q3 2025 performance where revenue reached $1.30 billion. Insider selling also occurred, with CEO Khozema Shipchandler and Director Andrew Stafman selling shares in January and December 2025, respectively.

Twilio's financial performance exhibits a notable seasonal uptick in consumer activity during the fourth quarter. The company's revenue model, which combines usage-based and subscription-based fees, also indicates that existing customers tend to increase their spending over time, contributing to consistent growth. Demand for Twilio's communication software saw a boost during the COVID-19 pandemic as companies shifted to digital channels for customer outreach. More recently, there has been strong demand for its voice AI products.

Twilio is a cloud communications platform-as-a-service company that enables developers to integrate real-time communication features into software applications. The company operates within the Information Technology sector, specifically in the Internet Services and Infrastructure industry. Twilio's platform is structured into three layers: Engagement Cloud, Programmable Communications Cloud, and Super Network. Its core business involves providing various application programming interfaces (APIs) and software solutions for communications between customers and end-users. Major products include programmable messaging, voice, and email products, which consistently contribute over 90% of total sales. Other key offerings encompass Twilio Flex, Twilio Video, Marketing Campaigns, customer data platform services, authentication tools, and conversational AI solutions. Twilio also provides builder tools like Serverless, Studio, and Functions for developing communication applications.

Twilio maintains a global operational presence, allowing customers to connect with users worldwide. The company has a significant office in São Paulo, Brazil, which supports sales, marketing, and customer engagement across Latin America. Twilio's platform includes geo-permissions, indicating its capability to manage communication services across various geographic regions for both voice and SMS.

Twilio is recognized as a well-known brand, particularly in the context of voice AI startups. The company's reputation is significantly tied to customer trust. Research indicated that a loss of trust can lead to customers ceasing purchases and informing others, highlighting the critical impact of trust on brand loyalty and sales.

Institutional investors hold a substantial majority of Twilio's stock, with ownership percentages ranging from approximately 80% to 91.77%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., JPMorgan Chase & Co., FMR LLC, and State Street Corp. NORDEA INVESTMENT MANAGEMENT AB was the largest institutional holder as of December 31, 2025. Jeff Lawson, a co-founder, is the largest individual shareholder.