twilio's mission is to fuel the future of communications. developers and businesses use twilio to make communications relevant and contextual by embedding messaging, voice, and video capabilities directly into their software applications. founded in 2008, twilio has over 800 employees, with headquarters in san francisco and other offices in bogotá, dublin, hong kong, london, madrid, malmö, mountain view, munich, new york city, singapore and tallinn.
![Twilio Inc - Ordinary Shares logo](/files/LOGO/1447669-TWLO.png)
Company profile
Ticker
TWLO, TWLO-MM
Exchange
Website
CEO
Jeff Lawson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Gen Digital • Activision Blizzard • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
Twilio Australia Pty Ltd • Teravoz Telecom Telecomunicacoes Ltda. • Twilio Canada Corp. • Twilio Colombia S.A.S. • Twilio France SARL • Twilio Berlin GmbH • Twilio Germany GmbH • Twilio Hong Kong Limited • Twilio Technology • Twilio Ireland Limited ...
TWLO stock data
Latest filings (excl ownership)
8-K
Submission of Matters to a Vote of Security Holders
10 Jun 24
DEFA14A
Additional proxy soliciting materials
4 Jun 24
DEFA14A
Additional proxy soliciting materials
24 May 24
10-Q
2024 Q1
Quarterly report
8 May 24
8-K
Twilio Announces First Quarter 2024 Results
7 May 24
ARS
2023 FY
Annual report to shareholders
26 Apr 24
DEFA14A
Additional proxy soliciting materials
26 Apr 24
DEF 14A
Definitive proxy
26 Apr 24
PRE 14A
Preliminary proxy
12 Apr 24
DFAN14A
Additional proxy materials by non-management
4 Apr 24
Transcripts
TWLO
Earnings call transcript
2024 Q1
7 May 24
TWLO
Earnings call transcript
2023 Q4
14 Feb 24
TWLO
Earnings call transcript
2023 Q3
8 Nov 23
TWLO
Earnings call transcript
2023 Q2
8 Aug 23
TWLO
Earnings call transcript
2023 Q2
8 Aug 23
TWLO
Earnings call transcript
2023 Q1
9 May 23
TWLO
Earnings call transcript
2022 Q4
15 Feb 23
TWLO
Earnings call transcript
2022 Q3
3 Nov 22
TWLO
Earnings call transcript
2022 Q2
5 Aug 22
TWLO
Earnings call transcript
2022 Q1
5 May 22
Latest ownership filings
4
Dana Wagner
9 Jul 24
4
Aidan Viggiano
9 Jul 24
4
Khozema Shipchandler
9 Jul 24
144
Notice of proposed sale of securities
5 Jul 24
144
Notice of proposed sale of securities
5 Jul 24
144
Notice of proposed sale of securities
5 Jul 24
4
Dana Wagner
3 Jul 24
4
Aidan Viggiano
3 Jul 24
4
Khozema Shipchandler
3 Jul 24
144
Notice of proposed sale of securities
1 Jul 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 672.60 mm | 672.60 mm | 672.60 mm | 672.60 mm | 672.60 mm | 672.60 mm |
Cash burn (monthly) | (no burn) | (no burn) | 15.05 mm | 59.36 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 58.21 mm | 229.52 mm | n/a | n/a |
Cash remaining | n/a | n/a | 614.39 mm | 443.08 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 40.8 | 7.5 | n/a | n/a |
Institutional ownership, Q1 2024
76.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 593 |
Opened positions | 201 |
Closed positions | 114 |
Increased positions | 159 |
Reduced positions | 142 |
13F shares | Current |
---|---|
Total value | 7.81 tn |
Total shares | 131.30 mm |
Total puts | 6.76 mm |
Total calls | 7.46 mm |
Total put/call ratio | 0.9 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 17.95 mm | $1.10 tn |
BLK Blackrock | 10.69 mm | $653.87 bn |
FMR | 8.19 mm | $500.65 bn |
Generation Investment Management | 7.90 mm | $483.34 bn |
Voya Investment Management | 5.89 mm | $360.47 bn |
STT State Street | 3.89 mm | $237.64 bn |
Alyeska Investment | 3.79 mm | $231.98 bn |
Pictet Asset Management Holding | 3.37 mm | $205.88 bn |
BK Bank Of New York Mellon | 3.32 mm | $202.94 bn |
Sachem Head Capital Management | 3.30 mm | $201.49 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
5 Jul 24 | Shipchandler Khozema | Class A Common Stock | Sell | Dispose S | No | Yes | 56.26 | 10,877 | 611.94 k | 289,207 |
5 Jul 24 | Aidan Viggiano | Class A Common Stock | Sell | Dispose S | No | Yes | 56.26 | 6,586 | 370.53 k | 188,462 |
5 Jul 24 | Dana Wagner | Class A Common Stock | Sell | Dispose S | No | Yes | 56.26 | 820 | 46.13 k | 159,317 |
1 Jul 24 | Shipchandler Khozema | Class A Common Stock | Sell | Dispose S | No | No | 56.2877 | 11,241 | 632.73 k | 300,084 |
1 Jul 24 | Aidan Viggiano | Class A Common Stock | Sell | Dispose S | No | No | 56.3316 | 6,797 | 382.89 k | 195,048 |
News
Logitech Q1 Earnings and Revenues Surpass Estimates
23 Jul 24
Critical Insights From Twilio Analyst Ratings: What You Need To Know
10 Jul 24
Piper Sandler Maintains Overweight on Twilio, Lowers Price Target to $77
10 Jul 24
Reported Earlier, 'Twilio Has Confirmed Hackers Abused API To Verify Millions Of Authy MFA Phone Numbers' - BleepingComputer
3 Jul 24
Jim Cramer Says He's 'Going To Have To Wait' On SoFi, But Recommends This 'Great Little Industrial Company'
17 Jun 24
Press releases
Twilio to Announce Second Quarter 2024 Results on August 1, 2024
12 Jul 24
Twilio Invests in Enhanced Interoperability with Data Platforms and Data Warehouses with Launch of Linked Audiences
5 Jun 24
Twilio to Participate in 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference
8 May 24