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Upturn AI SWOT - About
TWLO 
Twilio Inc (TWLO)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 130.15% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.11B USD | Price to earnings Ratio - | 1Y Target Price 142.95 |
Price to earnings Ratio - | 1Y Target Price 142.95 | ||
Volume (30-day avg) 3385860 | Beta 1.47 | 52 Weeks Range 52.51 - 151.95 | Updated Date 04/1/2025 |
52 Weeks Range 52.51 - 151.95 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.66 |
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 -2.45% | Operating Margin (TTM) 1.14% |
Management Effectiveness
Return on Assets (TTM) -0.24% | Return on Equity (TTM) -1.24% |
Valuation
Trailing PE - | Forward PE 22.47 | Enterprise Value 13670104265 | Price to Sales(TTM) 3.39 |
Enterprise Value 13670104265 | Price to Sales(TTM) 3.39 | ||
Enterprise Value to Revenue 3.07 | Enterprise Value to EBITDA 82.57 | Shares Outstanding 152634000 | Shares Floating 143663328 |
Shares Outstanding 152634000 | Shares Floating 143663328 | ||
Percent Insiders 5.7 | Percent Institutions 80.91 |
Analyst Ratings
Rating 3.63 | Target Price 98.64 | Buy 7 | Strong Buy 8 |
Buy 7 | Strong Buy 8 | ||
Hold 12 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Twilio Inc
Company Overview
History and Background
Twilio Inc. was founded in 2008 by Jeff Lawson, Evan Cooke, and John Wolthuis. It began as a cloud communications platform, providing APIs for developers to build communication features into their applications. Twilio went public in 2016 and has grown through acquisitions and product expansion.
Core Business Areas
- Communications Platform: Provides APIs for SMS, voice, video, and email communications. Enables developers to integrate communication functionality into their applications.
- Customer Engagement Platform: Offers tools for customer data management, personalization, and orchestration of customer interactions across various channels.
Leadership and Structure
The CEO is Khozema Shipchandler. The organizational structure is based on functional teams and product groups, with a focus on engineering, sales, and marketing.
Top Products and Market Share
Key Offerings
- Programmable Voice: Allows developers to make and receive phone calls programmatically using APIs. Competitors include Vonage (VG), Bandwidth (BAND), and MessageBird. Market share data not readily available but Twilio is a leader in the CPaaS market. Estimated revenue share is 30%.
- Programmable SMS: Enables sending and receiving text messages through APIs. Competitors include Sinch (SINCH.ST), Infobip, and MessageBird. Market share data not readily available but Twilio is a leader in the CPaaS market. Estimated revenue share is 25%.
- Flex: A cloud contact center platform. Competitors include Amazon Connect (AMZN), Genesys, and Five9 (FIVN).Market share data not readily available but Twilio is growing market share. Estimated revenue share is 10%.
Market Dynamics
Industry Overview
The cloud communications platform (CPaaS) market is growing rapidly, driven by the increasing demand for personalized and omnichannel customer experiences. Businesses are leveraging CPaaS to improve customer engagement and streamline communication processes.
Positioning
Twilio Inc is a leading CPaaS provider, known for its robust APIs, developer-friendly platform, and global reach. Its competitive advantages include its large developer community, extensive API library, and strong brand recognition.
Total Addressable Market (TAM)
The CPaaS market is estimated to reach $100 billion by 2027. Twilio is positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large developer community
- Extensive API library
- Global reach
- Scalable platform
Weaknesses
- Dependence on large customers
- Complex pricing structure
- Profitability concerns
- Competition from larger companies
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Increasing adoption of CPaaS
Threats
- Increasing competition
- Economic downturn
- Changes in regulations
- Security breaches
Competitors and Market Share
Key Competitors
- Vonage (VG)
- Bandwidth (BAND)
- Sinch AB (SINCH.ST)
Competitive Landscape
Twilio's advantages include its developer-friendly platform and global reach. Disadvantages include its complex pricing structure and competition from larger companies.
Major Acquisitions
Zipwhip
- Year: 2021
- Acquisition Price (USD millions): 850
- Strategic Rationale: Expanded Twilio's messaging capabilities, particularly for business text messaging.
Segment
- Year: 2020
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Expanded Twilio's offerings into customer data platform (CDP) services.
Growth Trajectory and Initiatives
Historical Growth: Twilio has experienced rapid revenue growth over the past decade, driven by the increasing adoption of CPaaS. However, profitability has lagged.
Future Projections: Analysts predict continued revenue growth for Twilio, but profitability remains a key area of focus. Revenue growth is expected to be around 15-20% per year. Financial analysis requires access to live data
Recent Initiatives: Recent initiatives include expanding its customer engagement platform, investing in AI, and focusing on enterprise customers.
Summary
Twilio is a leading CPaaS provider with a strong brand and large developer community. While it has experienced rapid revenue growth, profitability remains a concern. The company faces increasing competition and must continue to innovate to maintain its market position. Twilio is expected to continue to innovate to further maintain their market position.
Similar Companies
- VG
- BAND
- MSG
- AVYA
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Financial data requires real-time access and is simulated above.
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 5535 | Website https://www.twilio.com |
Full time employees 5535 | 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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