Twilio Inc.
Twilio Inc. operates as a leading communications platform-as-a-service provider that enables businesses to embed messaging, voice, email, and video interactions into their customer-facing applications. The company's website is www.twilio.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Twilio Inc. does
In the company’s own words
Twilio Inc. operates as a leading communications platform-as-a-service provider that enables businesses to embed messaging, voice, email, and video interactions into their customer-facing applications. The company's website is www.twilio.com.
The platform combines highly customizable application programming interfaces with software solutions and customer data capabilities to help organizations deliver personalized, omnichannel customer engagement at scale. Twilio's core offerings include Programmable Messaging for SMS, MMS, RCS, and over-the-top messaging; Programmable Voice for phone call management and virtual agent integration; SendGrid Email for email delivery and marketing campaigns; User Authentication and Identity solutions including Verify for multi-channel verification; and Segment, a customer data platform that unifies real-time customer information across touchpoints.
Revenue is generated through a combination of usage-based fees for messaging, voice, and authentication products, and subscription-based fees for email and customer data platform offerings. As of December 31, 2025, Twilio served over 402,000 active customer accounts spanning small and medium-sized businesses to large enterprises across diverse industries.
The company operates through three primary go-to-market motions: self-service for developers and technical customers, direct sales for enterprises with complex needs, and partner-led channels including independent software vendors and systems integrators. Twilio's Super Network interconnects global communications networks and analyzes billions of data points to optimize message quality and cost.
With 5,587 total employees as of December 31, 2025, including 2,738 located outside the United States, Twilio maintains research and development, sales and marketing, and customer support organizations globally. The company has invested significantly in artificial intelligence and machine learning capabilities to enhance platform functionality and operational efficiency. Twilio also operates Twilio.org, a charitable initiative that donates and discounts products to nonprofits, with 265,225 shares of Class A common stock reserved for social impact activities.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Prepackaged Software
- Headquarters
- San Francisco, CA
- Fiscal year end
- December
- CIK
- 1447669
- SIC
- 7372
Financial performance, year by year
Fiscal 2016–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Twilio Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Twilio Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Twilio Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Twilio Inc.’s bonds, as funds hold them
Funds report holding 2 issues of Twilio Inc.’s debt, $162.41M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.77%, maturing 2029 to 2031.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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