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Upturn AI SWOT - About
TWLO 
Twilio Inc (TWLO)
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Upturn Advisory Summary
09/15/2025: TWLO (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
31 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $131.22
1 Year Target Price $131.22
| 11 | Strong Buy |
| 9 | Buy |
| 9 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 72.67% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.70B USD | Price to earnings Ratio 1023.3 | 1Y Target Price 131.22 |
Price to earnings Ratio 1023.3 | 1Y Target Price 131.22 | ||
Volume (30-day avg) 31 | Beta 1.27 | 52 Weeks Range 59.86 - 151.95 | Updated Date 09/15/2025 |
52 Weeks Range 59.86 - 151.95 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.43% | Operating Margin (TTM) 3.01% |
Management Effectiveness
Return on Assets (TTM) 0.51% | Return on Equity (TTM) 0.24% |
Valuation
Trailing PE 1023.3 | Forward PE 19.61 | Enterprise Value 14260850901 | Price to Sales(TTM) 3.32 |
Enterprise Value 14260850901 | Price to Sales(TTM) 3.32 | ||
Enterprise Value to Revenue 3.02 | Enterprise Value to EBITDA 50.54 | Shares Outstanding 153434000 | Shares Floating 146908075 |
Shares Outstanding 153434000 | Shares Floating 146908075 | ||
Percent Insiders 4.26 | Percent Institutions 89.36 |
Upturn AI SWOT
Twilio Inc
Company Overview
History and Background
Twilio Inc. was founded in 2008 and went public in 2016. It provides a cloud communications platform as a service (CPaaS), allowing developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs.
Core Business Areas
- Communications Platform: Provides APIs and SDKs for building communication experiences into applications. This includes Programmable Voice, Programmable Messaging, and Programmable Video.
- Customer Engagement Platform: Offers tools for marketing, sales, and customer service automation. This includes products like Segment (customer data platform), Engage (omnichannel marketing), Flex (cloud contact center), and Verify (identity verification).
Leadership and Structure
CEO: Khozema Shipchandler. Structure involves various departments focused on product development, engineering, sales, marketing, and customer support. They have a distributed workforce across multiple global locations.
Top Products and Market Share
Key Offerings
- Programmable Voice: Enables developers to make and receive phone calls programmatically. Market share is estimated at around 20-25% in the CPaaS voice market. Competitors include Vonage, Bandwidth, and Plivo.
- Programmable Messaging: Allows sending and receiving SMS, MMS, and WhatsApp messages. Market share is estimated at around 20-25% in the CPaaS messaging market. Competitors include Sinch, MessageBird, and Infobip.
- Segment: A customer data platform (CDP) that collects, unifies, and routes customer data. The CDP market is highly fragmented with Salesforce and Adobe competing for market share. Twilio's share is smaller but growing within CDP space.
Market Dynamics
Industry Overview
The CPaaS market is growing rapidly, driven by increasing demand for personalized and seamless customer communication experiences. The CDP market is also rapidly expanding, driven by the increasing importance of first-party data for marketing and customer engagement.
Positioning
Twilio is a leading player in the CPaaS market, offering a comprehensive suite of communication APIs and tools. It is also expanding its presence in the customer engagement platform market with its acquisition of Segment and other products.
Total Addressable Market (TAM)
The combined TAM for CPaaS and customer engagement platforms is estimated to be over $100 billion. Twilio is positioned to capture a significant share of this market through its strong product portfolio and established customer base.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large developer community
- Comprehensive product portfolio
- Global reach
- Scalable infrastructure
Weaknesses
- Reliance on carrier relationships
- Dependence on developer adoption
- Integration challenges with legacy systems
- Pricing pressure from competitors
- High customer churn rate
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary technologies
- Leveraging AI and machine learning
- Partnerships with other technology vendors
Threats
- Increasing competition
- Changes in regulations
- Economic downturn
- Security breaches
- Technological obsolescence
Competitors and Market Share
Key Competitors
- VON
- BAND
- NXGN
Competitive Landscape
Twilio faces competition from established CPaaS vendors, as well as from larger technology companies that offer communication services as part of their broader product portfolios. Twilio's advantages include its strong brand, large developer community, and comprehensive product portfolio. Disadvantages include pricing pressure and reliance on carrier relationships.
Major Acquisitions
Segment
- Year: 2020
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Acquisition of Segment expanded Twilio's capabilities into the customer data platform (CDP) market, enabling it to offer a more comprehensive suite of customer engagement solutions.
Growth Trajectory and Initiatives
Historical Growth: Twilio experienced rapid growth in its early years, driven by the increasing adoption of CPaaS. Growth has slowed more recently as the company focuses on profitability.
Future Projections: Analyst estimates project continued growth for Twilio, albeit at a slower pace than in the past. The company's success will depend on its ability to execute its strategy and compete effectively in the market.
Recent Initiatives: Recent initiatives include focusing on profitability, integrating acquired companies (like Segment) into its platform, and expanding its presence in the customer engagement platform market.
Summary
Twilio, a pioneer in CPaaS, faces a complex landscape. Its established developer community and strong product offerings are working well. Profitability and customer churn are points to consider. Growth through CDP expansion, offset by competitive pressures, shapes Twilio's trajectory and requires strategic adaptability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Analyst estimates
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change. Financial data is placeholder.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Twilio Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2016-06-23 | CEO & Director Mr. Khozema Z. Shipchandler | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 5466 | Website https://www.twilio.com |
Full time employees 5466 | Website https://www.twilio.com | ||
Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user authentication and identity. It also offers software products to build direct and personalized relationships with their end users, such as segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected comprising connections, protocols, unify, engages, and AI capabilities components. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California
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