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Upturn AI SWOT - About
TWLO 
Twilio Inc (TWLO)
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Upturn Advisory Summary
07/29/2025: TWLO (5-star) is a STRONG-BUY. BUY since 54 days. Profits (16.78%). Updated daily EoD!
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 $132.81
1 Year Target Price $132.81
| 11 | Strong Buy |
| 9 | Buy |
| 9 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 127.23% | Avg. Invested days 57 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.08B USD | Price to earnings Ratio - | 1Y Target Price 132.81 |
Price to earnings Ratio - | 1Y Target Price 132.81 | ||
Volume (30-day avg) 31 | Beta 1.31 | 52 Weeks Range 56.16 - 151.95 | Updated Date 07/29/2025 |
52 Weeks Range 56.16 - 151.95 | Updated Date 07/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.22 |
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 -0.74% | Operating Margin (TTM) 1.97% |
Management Effectiveness
Return on Assets (TTM) 0.16% | Return on Equity (TTM) -0.39% |
Valuation
Trailing PE - | Forward PE 29.67 | Enterprise Value 18731048883 | Price to Sales(TTM) 4.38 |
Enterprise Value 18731048883 | Price to Sales(TTM) 4.38 | ||
Enterprise Value to Revenue 4.09 | Enterprise Value to EBITDA 82.02 | Shares Outstanding 152674000 | Shares Floating 146148918 |
Shares Outstanding 152674000 | Shares Floating 146148918 | ||
Percent Insiders 4.29 | Percent Institutions 84.55 |
Upturn AI SWOT
Twilio Inc
Company Overview
History and Background
Twilio Inc. was founded in 2008. It emerged from a frustration with the complexity of building communication features into software. Twilio initially offered a cloud communications platform as a service (CPaaS), democratizing access to communication technologies. Significant milestones include its IPO in 2016 and subsequent expansion into a broader customer engagement platform.
Core Business Areas
- Twilio Programmable Communications: Provides APIs for SMS, voice, video, and email, enabling developers to build custom communication experiences.
- Twilio Segment: A customer data platform (CDP) that collects, unifies, and activates customer data across various touchpoints.
- Twilio Engage: Enables businesses to build personalized customer journeys and orchestrate cross-channel marketing campaigns.
- Twilio Flex: A cloud-based contact center platform that allows businesses to customize their customer service operations.
Leadership and Structure
Twilio's leadership includes Khozema Shipchandler as CEO. The company has a functional organizational structure with departments focused on engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Programmable SMS: Twilio's core product, providing APIs for sending and receiving SMS messages. Market share is significant in the CPaaS market, estimated around 30%. Competitors include Vonage (VG), MessageBird, and Sinch (SINCH.ST).
- Segment: A leading Customer Data Platform (CDP), helping businesses unify customer data. The CDP market is competitive, with Segment vying for market share with Adobe (ADBE), Salesforce (CRM), and Oracle (ORCL).
- Twilio Flex: A customizable contact center solution. It competes with established players like Five9 (FIVN) and Genesys.
Market Dynamics
Industry Overview
The communication platform as a service (CPaaS) and customer engagement platform markets are experiencing rapid growth, driven by the increasing need for businesses to personalize customer interactions and integrate communication features into their applications.
Positioning
Twilio is a leading player in the CPaaS and customer engagement platform market, known for its developer-friendly APIs, scalability, and broad range of communication channels. Its competitive advantage lies in its comprehensive platform and large developer community.
Total Addressable Market (TAM)
The total addressable market for CPaaS and customer engagement is estimated to be over $100 billion. Twilio is well-positioned to capture a significant portion of this market, focusing on various segments and industry verticals.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the CPaaS market
- Developer-friendly APIs and extensive documentation
- Scalable and reliable infrastructure
- Broad range of communication channels
- Large and active developer community
Weaknesses
- Dependence on carrier relationships
- Exposure to regulatory changes
- Profitability concerns, especially after acquisitions
- Reliance on usage-based pricing, susceptible to customer usage fluctuations
Opportunities
- Expansion into new markets and geographies
- Acquisition of complementary technologies and companies
- Development of new communication channels and features
- Increased adoption of cloud-based communication solutions
- Leveraging AI and machine learning to enhance customer engagement
Threats
- Increased competition from established players and new entrants
- Pricing pressure from competitors
- Changes in communication regulations
- Security vulnerabilities and data breaches
- Economic downturns affecting customer spending
Competitors and Market Share
Key Competitors
- VG
- BAND
- DT
- AVYA
Competitive Landscape
Twilio faces competition from established players like Vonage and Avaya, as well as smaller, specialized CPaaS providers. The company differentiates itself through its comprehensive platform, developer-friendly APIs, and strong brand recognition. However, competitors are focusing on specific industry verticals or offering more competitive pricing.
Major Acquisitions
Segment
- Year: 2020
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Acquired Segment to expand into the customer data platform (CDP) market and enhance its customer engagement capabilities.
Growth Trajectory and Initiatives
Historical Growth: Twilio experienced rapid growth in its early years, driven by the adoption of cloud-based communication solutions. Growth has moderated more recently, reflecting increased competition and economic conditions.
Future Projections: Analysts project continued revenue growth for Twilio, driven by the expanding CPaaS and customer engagement markets. Profitability is expected to improve as the company scales and optimizes its operations.
Recent Initiatives: Recent initiatives include focusing on profitability, optimizing operations, new product development, and expanding partnerships.
Summary
Twilio is a leading CPaaS provider with a strong brand and developer community. While the company has experienced rapid growth, profitability remains a challenge. Recent initiatives focusing on cost optimization and efficiency could improve financial performance. The company needs to carefully navigate increased competition and evolving regulations to maintain its market position and continue its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change, and investors should conduct their own due diligence before making investment decisions.
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 5502 | Website https://www.twilio.com |
Full time employees 5502 | 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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