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.
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 • Activision Blizzard • Gen Digital • 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)
PRE 14A
Preliminary proxy
12 Apr 24
DFAN14A
Additional proxy materials by non-management
4 Apr 24
DEFA14A
Additional proxy soliciting materials
4 Apr 24
8-K
Twilio Announces Retirement of Byron Deeter and Board Declassification
4 Apr 24
DEFA14A
Additional proxy soliciting materials
1 Apr 24
8-K
Twilio Appoints Andy Stafman to Board of Directors
1 Apr 24
8-K
Twilio Concludes Operational Review of Segment Business and Announces $2 Billion Expansion of Share Repurchase Authorization
5 Mar 24
S-8
Registration of securities for employees
27 Feb 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
Twilio Announces Fourth Quarter and Full Year 2023 Results
14 Feb 24
Transcripts
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 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
TWLO
Earnings call transcript
2021 Q4
10 Feb 22
TWLO
Earnings call transcript
2021 Q3
28 Oct 21
Latest ownership filings
4
Dana Wagner
8 Apr 24
4
Aidan Viggiano
8 Apr 24
144
Notice of proposed sale of securities
4 Apr 24
144
Notice of proposed sale of securities
4 Apr 24
4
Dana Wagner
3 Apr 24
4
Aidan Viggiano
3 Apr 24
4
Khozema Shipchandler
3 Apr 24
4
Andrew Stafman
2 Apr 24
3
Andrew Stafman
2 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Jun 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
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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) | 677.92 mm | 677.92 mm | 677.92 mm | 677.92 mm | 677.92 mm | 677.92 mm |
Cash burn (monthly) | (no burn) | (no burn) | 46.65 mm | 71.44 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 309.64 mm | 474.16 mm | n/a | n/a |
Cash remaining | n/a | n/a | 368.28 mm | 203.75 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 7.9 | 2.9 | n/a | n/a |
Institutional ownership, Q4 2023
57.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 497 |
Opened positions | 103 |
Closed positions | 192 |
Increased positions | 120 |
Reduced positions | 184 |
13F shares | Current |
---|---|
Total value | 7.46 tn |
Total shares | 103.84 mm |
Total puts | 1.43 mm |
Total calls | 695.60 k |
Total put/call ratio | 2.1 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 17.81 mm | $1.35 tn |
Generation Investment Management | 8.50 mm | $645.19 bn |
ARK Investment Management | 7.13 mm | $540.97 bn |
FMR | 6.82 mm | $517.65 bn |
CMTDF Sumitomo Mitsui Trust | 6.05 mm | $458.74 bn |
Nikko Asset Management Americas | 5.64 mm | $427.47 bn |
BK Bank Of New York Mellon | 3.91 mm | $296.28 bn |
Baillie Gifford & Co | 3.86 mm | $293.15 bn |
STT State Street | 3.85 mm | $291.77 bn |
Pictet Asset Management Holding | 3.22 mm | $244.34 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
4 Apr 24 | Aidan Viggiano | Class A Common Stock | Sell | Dispose S | No | Yes | 60.79 | 3,375 | 205.17 k | 231,036 |
4 Apr 24 | Dana Wagner | Class A Common Stock | Sell | Dispose S | No | Yes | 61.9623 | 277 | 17.16 k | 166,773 |
4 Apr 24 | Dana Wagner | Class A Common Stock | Sell | Dispose S | No | Yes | 61.1718 | 564 | 34.50 k | 167,050 |
1 Apr 24 | Shipchandler Khozema | Class A Common Stock | Sell | Dispose S | No | No | 62.1347 | 10,961 | 681.06 k | 335,982 |
1 Apr 24 | Aidan Viggiano | Class A Common Stock | Sell | Dispose S | No | No | 62.1249 | 6,633 | 412.07 k | 234,411 |
1 Apr 24 | Dana Wagner | Class A Common Stock | Sell | Dispose S | No | No | 62.1376 | 4,130 | 256.63 k | 167,614 |
News
A Closer Look at 16 Analyst Recommendations For Twilio
17 Apr 24
Oppenheimer Maintains Outperform on Twilio, Maintains $75 Price Target
17 Apr 24
Cathie Wood's Ark Invest Continues To Shed Coinbase, Nvidia Shares
15 Apr 24
The Zacks Analyst Blog Highlights Microsoft, NVIDIA, Twilio, Meta Platforms and Zscaler
15 Apr 24
Peering Into Twilio's Recent Short Interest
15 Apr 24
Press releases
Twilio to Announce First Quarter 2024 Results on May 7, 2024
9 Apr 24
New Twilio Study Points to Lack of Customer Data as Major Obstacle to Reaping AI Rewards
9 Apr 24
Anson Funds Comments on Recent Events at Twilio
4 Apr 24
Twilio Announces Retirement of Byron Deeter and Board Declassification
3 Apr 24
Twilio Appoints Andy Stafman to Board of Directors
1 Apr 24