Twilio Inc.
Twilio Inc. (NYSE: TWLO) provides communications APIs and software that businesses use to build customer-facing applications and personalized digital experiences. Its products support messaging, voice, email, user authentication and identity, customer data management, and customer engagement, serving organizations… From the company’s description.
In fiscal 2025, Twilio Inc. reported revenue of $5.07B, up 13.7% from fiscal 2024, and net income of $33.83M. Its operating margin was 3.1%, and operations generated $1.00B in cash. Over the twelve months to Jun 30, 2026, revenue was $5.57B.
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. (NYSE: TWLO) provides communications APIs and software that businesses use to build customer-facing applications and personalized digital experiences. Its products support messaging, voice, email, user authentication and identity, customer data management, and customer engagement, serving organizations from small and medium-sized businesses to large enterprises across industries. Customers can use the products individually or together, with communications and authentication offerings primarily billed by usage and Email and Segment primarily sold on a subscription basis. Twilio Segment unifies customer data to support audience creation, personalization, and journey orchestration; other offerings include digital engagement centers and marketing campaigns. The platform connects to Twilio’s Super Network, which links communications networks and inbox providers worldwide. Twilio reaches customers through self-service, direct sales, and partners, including independent software vendors and systems integrators. It had more than 402,000 active customer accounts and 5,587 employees as of December 31, 2025. Twilio was incorporated in 2008 and expanded its platform through strategic acquisitions. Its website is www.twilio.com.
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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- “How do Twilio Inc. and its peers compare on margins and cash generation over ten years?”
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