Stock Fundamentals

Company Information

Company Name
Twilio Inc
Sector
Technology
Industry
Software - Infrastructure
Exchange
NYSE
ISIN: US90138F1021
CIK: 0001447669
CUSIP: 90138F102
Currency: USD
Full Time Employees: 5,587
Phone: 415 390 2337
Fiscal Year End: December
IPO Date: Jun 23, 2016
Description:

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. 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 throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Address:

101 Spear Street, San Francisco, CA, United States, 94105

Directors & Officers

Name Title Year Born
Mr. Khozema Z. Shipchandler CEO & Director 1974
Ms. Aidan Viggiano Chief Financial Officer 1980
Ms. Christy Lake Chief Administrative Officer 1974
Mr. Bryan Vaniman Senior Vice President of Corporate Development, Investor Relations & Treasury 1976
Mr. Chris Koehler Chief Marketing Officer NA
Ms. Amy Holcroft Chief Privacy Officer NA
Mr. Thomas Wyatt Chief Revenue Officer NA
Ms. Inbal Shani Chief Product Officer NA
Ms. Robin Grochol Vice President of Product, Data, Security & Identity, NA
Mr. Rodney Nelson Vice President of Investor Relations NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
JPMorgan Chase & Co 21.88M Sep 30, 2025 14.44% $0.07 79.88%
BlackRock Inc 16.84M Sep 30, 2025 11.12% $0.03 39.16%
Vanguard Group Inc 15.45M Dec 31, 2025 10.20% $0.03 0.94%
FMR Inc 10.67M Dec 31, 2025 7.04% $0.08 27.83%
State Street Corp 5.88M Sep 30, 2025 3.88% $0.02 47.77%
UBS Group AG 2.90M Sep 30, 2025 1.91% $0.05 47.51%
Royal Bank of Canada 2.83M Sep 30, 2025 1.87% $0.05 -48.72%
Geode Capital Management, LLC 2.77M Sep 30, 2025 1.83% $0.02 8.70%
Morgan Stanley - Brokerage Accounts 2.70M Sep 30, 2025 1.78% $0.02 36.36%
Sachem Head Capital Management LP 2.30M Dec 31, 2025 1.51% $7.65 -30.35%
Amvescap Plc. 2.01M Sep 30, 2025 1.33% $0.03 225.00%
Pictet Asset Manangement SA 1.98M Dec 31, 2025 1.31% $0.27 -12.66%
NORGES BANK 1.93M Dec 31, 2025 1.27% $0.03 4.61%
SRS Investment Management, LLC 1.81M Dec 31, 2025 1.19% $2.71 0.00%
Fidelity International Ltd 1.74M Dec 31, 2025 1.15% $0.19 -35.90%
Northern Trust Corp 1.67M Sep 30, 2025 1.10% $0.02 40.37%
UBS Asset Mgmt Americas Inc 1.65M Sep 30, 2025 1.09% $0.04 -22.89%
Arrowstreet Capital Limited Partnership 1.59M Dec 31, 2025 1.05% $0.13 -33.92%
Slate Path Capital LP 1.56M Dec 31, 2025 1.03% $3.00 243.50%
Dimensional Fund Advisors, Inc. 1.54M Dec 31, 2025 1.01% $0.05 -1.05%

Shares Statistics

Shares Outstanding: 151.61M
Shares Float: 145.02M
% Insiders: 448.90%
% Institutions: 9,371.80%
Short % Float: 4.44%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 JPMorgan Chase & Co 21.88M 14.44% ▲ 79.88% Sep 30, 2025
2 BlackRock Inc 16.84M 11.12% ▲ 39.16% Sep 30, 2025
3 Vanguard Group Inc 15.45M 10.20% ▲ 0.94% Dec 31, 2025
4 FMR Inc 10.67M 7.04% ▲ 27.83% Dec 31, 2025
5 State Street Corp 5.88M 3.88% ▲ 47.77% Sep 30, 2025
6 UBS Group AG 2.90M 1.91% ▲ 47.51% Sep 30, 2025
7 Royal Bank of Canada 2.83M 1.87% ▼ 48.72% Sep 30, 2025
8 Geode Capital Management, LLC 2.77M 1.83% ▲ 8.70% Sep 30, 2025
9 Morgan Stanley - Brokerage Accounts 2.70M 1.78% ▲ 36.36% Sep 30, 2025
10 Sachem Head Capital Management LP 2.30M 1.51% ▼ 30.35% Dec 31, 2025

Valuation Metrics

Enterprise Value: $16.95B
Trailing P/E: 576.00
Forward P/E: 22.32

Financial Highlights

Market Cap: $18.56B
EBITDA: $370.61M
P/E Ratio: $576.00
PEG Ratio: $0.24
Book Value: $51.32
Earnings/Share: $0.21
Profit Margin: 0.67%
Operating Margin: 5.43%
ROA (TTM): 1.12%
ROE (TTM): 0.43%
Revenue (TTM): $5.07B
Revenue/Share (TTM): $33.12
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 14.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 4.03x 0.00x 0.20x N/A 0.13x
2024-12-31 4.20x 0.13x 0.19x N/A 7.51x
2023-12-31 6.64x 0.11x 0.16x N/A -1.52x
2022-12-31 6.17x 0.10x 0.16x -2.57x -1.15x
2021-12-31 8.43x 0.10x 0.15x -19.86x -1.61x
2020-12-31 7.52x 0.04x 0.11x -18.86x -1.23x
2019-12-31 8.34x 0.12x 0.17x -14.12x -2.42x
2018-12-31 6.33x 1.05x 0.57x -7.63x -5.74x
2017-12-31 4.50x 0.06x 0.20x N/A -0.47x
2016-12-31 4.79x 0.09x 0.20x N/A -0.88x
2015-12-31 3.37x 0.15x 0.26x N/A -0.57x
2014-12-31 2.00x 0.33x 0.43x N/A -0.41x
2013-12-31 4.56x 0.00x 0.20x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 17, 2026 Aidan Viggiano N/A Sale 1.02K $110.66 $113.21K
Jan 06, 2026 Khozema Shipchandler N/A Sale 13.34K $134.28 $1.79M
Jan 05, 2026 Aidan Viggiano N/A Sale 7.21K $135.97 $980.75K
Dec 31, 2025 Aidan Viggiano N/A Sale 8.11K $143.38 $1.16M
Dec 31, 2025 Khozema Shipchandler N/A Sale 13.27K $143.37 $1.90M
Dec 02, 2025 Andrew Stafman N/A Sale 1.00M $129.00 $129.00M
Nov 17, 2025 Aidan Viggiano N/A Sale 1.51K $123.28 $186.65K
Oct 09, 2025 Aidan Viggiano N/A Sale 8.04K $115.00 $924.03K
Oct 03, 2025 Khozema Shipchandler N/A Sale 12.92K $104.09 $1.35M
Sep 30, 2025 Aidan Viggiano N/A Sale 8.36K $100.59 $841.23K
Sep 30, 2025 Khozema Shipchandler N/A Sale 13.68K $100.59 $1.38M
Aug 15, 2025 Aidan Viggiano N/A Sale 1.81K $105.94 $191.43K
Jul 03, 2025 Aidan Viggiano N/A Sale 8.30K $117.05 $971.16K
Jul 03, 2025 Khozema Shipchandler N/A Sale 13.60K $117.06 $1.59M
Jun 30, 2025 Aidan Viggiano N/A Sale 7.96K $124.33 $990.16K
Jun 30, 2025 Khozema Shipchandler N/A Sale 20.01K $124.53 $2.49M
Jun 02, 2025 Erika Rottenberg N/A Sale 4.10K $120.03 $492.12K
May 15, 2025 Aidan Viggiano N/A Sale 1.92K $112.75 $216.93K
Apr 17, 2025 Josh Gottheimer N/A Sale N/A $84.76 N/A
Apr 03, 2025 Aidan Viggiano N/A Sale 8.74K $91.61 $800.21K

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