Millions of developers around the world have used Twilio to unlock the magic of communications to improve any human experience. Twilio has democratized communications channels like voice, text, chat, video, and email by virtualizing the world's communications infrastructure through APIs that are simple enough for any developer to use, yet robust enough to power the world's most demanding applications. By making communications a part of every software developer's toolkit, Twilio is enabling innovators across every industry - from emerging leaders to the world's largest organizations - to reinvent how companies engage with their customers.
Company profile
Ticker
TWLO
Exchange
Website
CEO
Jeff Lawson
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Microsoft • Oracle • Mobileye Global • Gen Digital • Activision Blizzard • BlackBerry • Vmware • Adobe • Ceridian HCM Holding • McAfee ...
SEC CIK
Corporate docs
Subsidiaries
Ionic Security Inc. • Zipwhip, LLC • Twilio Australia Pty Ltd • Teravoz Telecom Telecomunicacoes Ltda. • Twilio Canada Corp. • Zipwhip Canada, Inc. • Twilio Colombia S.A.S. • Twilio France SARL • Twilio Berlin GmbH • Twilio Germany GmbH ...
TWLO stock data
Analyst ratings and price targets
Latest filings (excl ownership)
S-8
Registration of securities for employees
24 Feb 23
10-K
2022 FY
Annual report
24 Feb 23
8-K
Departure of Directors or Certain Officers
22 Feb 23
8-K
Twilio Announces Fourth Quarter and Full Year 2022 Results
15 Feb 23
8-K
Results of Operations and Financial Condition
13 Feb 23
8-K
Departure of Directors or Certain Officers
3 Feb 23
25
Voluntary exchange delisting
19 Dec 22
8-K/A
Departure of Directors or Certain Officers
9 Dec 22
10-Q
2022 Q3
Quarterly report
4 Nov 22
8-K
Twilio Announces Third Quarter 2022 Results
3 Nov 22
Transcripts
TWLO
Earnings call transcript
2022 Q4
15 Feb 23
TWLO
Earnings call transcript
2022 Q2
5 Aug 22
TWLO
Earnings call transcript
2022 Q1
5 May 22
TWLO
Earnings call transcript
2021 Q4
10 Feb 22
TWLO
Earnings call transcript
2021 Q3
28 Oct 21
TWLO
Earnings call transcript
2021 Q2
30 Jul 21
TWLO
Earnings call transcript
2021 Q1
6 May 21
TWLO
Earnings call transcript
2020 Q4
18 Feb 21
TWLO
Earnings call transcript
2020 Q3
26 Oct 20
TWLO
Earnings call transcript
2020 Q2
4 Aug 20
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
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| Operating income | |||||
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| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Jun 20 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| 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) | 656.08 mm | 656.08 mm | 656.08 mm | 656.08 mm | 656.08 mm | 656.08 mm |
| Cash burn (monthly) | (no burn) | 68.81 mm | 73.41 mm | 103.64 mm | 19.49 mm | 21.20 mm |
| Cash used (since last report) | n/a | 185.23 mm | 197.60 mm | 278.97 mm | 52.45 mm | 57.06 mm |
| Cash remaining | n/a | 470.85 mm | 458.48 mm | 377.11 mm | 603.63 mm | 599.02 mm |
| Runway (months of cash) | n/a | 6.8 | 6.2 | 3.6 | 31.0 | 28.3 |
Institutional ownership, Q4 2022
80.1% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 588 |
| Opened positions | 105 |
| Closed positions | 171 |
| Increased positions | 185 |
| Reduced positions | 209 |
| 13F shares | Current |
|---|---|
| Total value | 6.93 tn |
| Total shares | 142.26 mm |
| Total puts | 9.13 mm |
| Total calls | 9.88 mm |
| Total put/call ratio | 0.9 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 16.54 mm | $809.67 bn |
| BLK Blackrock | 11.26 mm | $551.42 bn |
| FMR | 7.48 mm | $366.23 bn |
| ARK Investment Management | 7.41 mm | $362.79 bn |
| Generation Investment Management | 7.29 mm | $356.74 bn |
| Baillie Gifford & Co | 6.77 mm | $331.49 bn |
| CMTDF Sumitomo Mitsui Trust | 5.94 mm | $290.74 bn |
| Nikko Asset Management Americas | 5.46 mm | $267.22 bn |
| BK Bank Of New York Mellon | 4.29 mm | $210.27 bn |
| STT State Street | 3.49 mm | $171.06 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 Mar 23 | Dalzell Richard L | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,123 | 0.00 | 18,221 |
| 15 Mar 23 | Dubinsky Donna | Class A Common Stock | Grant | Acquire A | Yes | No | 0 | 1,149 | 0.00 | 14,381 |
| 15 Mar 23 | Dubinsky Donna | Class A Common Stock | Gift | Dispose G | No | No | 0 | 1,149 | 0.00 | 0 |
| 15 Mar 23 | Dubinsky Donna | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,149 | 0.00 | 1,149 |
| 15 Mar 23 | Epstein Jeffrey E | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,347 | 0.00 | 24,429 |
| 15 Mar 23 | Immelt Jeffrey R | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,175 | 0.00 | 22,052 |
| 15 Mar 23 | Patrick Deval L | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,101 | 0.00 | 6,899 |
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7 Mar 23
Press releases
PolyAI Deepens Partnership with Twilio to Provide Customer-Led Conversational Assistants
14 Mar 23
Twilio Executive to Participate in Upcoming Investor Event
23 Feb 23
Thinking about trading options or stock in Tesla, Twilio, Scotts Miracle-Gro, Seagen, or Analog Devices?
16 Feb 23
Twilio Announces Fourth Quarter and Full Year 2022 Results
15 Feb 23
Twilio to Announce Fourth Quarter and Full Year 2022 Results on February 15, 2023
18 Jan 23