Added to YB: 2026-04-15
Pitch date: 2026-04-12
TWLO [neutral]
Twilio Inc.
+131.42%
current return
Author Info
No bio for this author
Company Info
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Market Cap
$43.4B
Pitch Price
$118.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
99.68
P/E
39.07
EV/Sales
7.50
Sector
IT Services
Category
growth
Day seventeen: Twilio
TWLO (overview): CPaaS leader for SMS/voice/email via API, 3x EV/ARR, 109% NRR, 4.2% GAAP op margin. Bull: AI voice/comms growth driving strongest Q1 guide in 3yrs; critical infra for voice AI (used w/ ElevenLabs); models default to TWLO. Bear: dev mindshare matters less as LLMs may recommend alternatives, commodity-ish service w/ 50% NG gross margin risks pricing pressure. Voice rev accelerating (+28% self-serve YoY) but defensibility unclear in agent-friendly era.
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