Twilio Inc., together with its subsidiaries, provides 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 identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Cloud Comms Leade | Twilio's strong position in the $80 billion CPaaS market offers significant growth potential, despite facing challenges in its Segment division and revenue deceleration |
AI-Driven Innovation | Explore Twilio's strategic partnerships with OpenAI, Snowflake, and Databricks, positioning the company at the forefront of AI-driven communication solutions |
Financial Resilience | Delve into Twilio's focus on profitability and operational efficiency, with improving margins and strong free cash flow generation despite growth concerns |
Analyst Perspectives | Price targets range from $50 to $110, reflecting varied opinions on Twilio's ability to overcome growth hurdles and capitalize on its market position |
Metrics to compare | TWLO | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipTWLOPeersSector | |
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P/E Ratio | −33.1x | −6.5x | 11.2x | |
PEG Ratio | −0.73 | −0.29 | 0.01 | |
Price/Book | 1.9x | 4.5x | 2.4x | |
Price / LTM Sales | 3.5x | 4.5x | 2.1x | |
Upside (Analyst Target) | −16.0% | 4.8% | 20.4% | |
Fair Value Upside | Unlock | 13.5% | 3.8% | Unlock |