Twilio

Twilio

Twilio (TWLO) is a cloud communications platform that provides APIs for messaging, voice, video and customer engagement tools used by developers and enterprises. Investors should note it is a growth-oriented technology business that monetises usage and platform services rather than traditional hardware. Twilio’s addressable market spans customer service automation, marketing communications and embedded communications in apps, giving scope for revenue growth, but margins have historically been pressured by investment in product and sales. With a market cap of about $17.05bn, key considerations include execution on enterprise adoption, controlling customer-acquisition costs, and competition from larger cloud and communications providers. Regulatory and privacy rules around messaging and voice can affect costs and operations. This summary is educational and not personalised advice: values can fall as well as rise, and past performance does not guarantee future returns. Assess suitability against your goals and risk tolerance before investing.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts encourage purchasing Twilio's stock as it has a slight potential for price growth.

Above Average

Financial Health

Twilio is showing strong revenue and cash flow, but its profitability could be improved.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring TWLO

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Published: June 17, 2025

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Why You’ll Want to Watch This Stock

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Platform Growth Potential

Twilio’s API-first model can scale with developer adoption and embedded communications, though revenue growth may be uneven and is not guaranteed.

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Large Addressable Market

Opportunities span customer engagement, authentication and contact centres across industries, but regional regulation and carrier costs can affect margins.

Execution & Competition

Execution on enterprise sales and product bundling matters amid intense competition from cloud giants; investors should weigh growth versus profitability risk.

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Part of Exinity Group 2015, serving over a million customers globally.

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6% Interest on Cash

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