Twilio Inc.

NYSE:TWLO 株式レポート

時価総額：US$28.3b

Twilio 過去の業績

過去 基準チェック /26

Twilioは、平均年間34.3%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間9.1% 14.6%収益成長率で 成長しています。 Twilioの自己資本利益率は1.3%であり、純利益率は2%です。

主要情報

34.34%

収益成長率

35.72%

EPS成長率

IT 業界の成長22.43%
収益成長率14.56%
株主資本利益率1.34%
ネット・マージン1.96%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 • May 08

The Strong Earnings Posted By Twilio (NYSE:TWLO) Are A Good Indication Of The Strength Of The Business

Twilio Inc. ( NYSE:TWLO ) recently posted some strong earnings, and the market responded positively. We have done some...

Recent updates

分析記事 • 2h

Twilio (TWLO) Stock Could Be 11% Below Fair Value Despite Mixed Valuation Signals

Recent Performance Snapshot for Twilio Stock Twilio (TWLO) has drawn fresh attention after a mixed stretch in the stock, with shares down about 1% on the day, roughly 9% over the past week, and close to flat over the past month. Against that choppy backdrop, the stock is up about 46% over the past 3 months and roughly 60% over the past year, while longer term 3 year and 5 year total returns show a sharp rise followed by a sizable pullback. See our latest analysis for Twilio. For Twilio,...
ナラティブの更新 • Jun 17

TWLO: AI Customer Engagement Platform And Console Adoption Will Shape Future Upside

Twilio's analyst price target in this framework is updated to $255 from $250, with analysts pointing to the role of AI powered customer engagement, strengthening gross profit trends, and early traction from the integrated Twilio Console as key supports for the new estimate. Analyst Commentary Recent Street research on Twilio centers on how the stock is being re-rated around AI powered customer engagement, gross profit trends, and the roll out of the integrated Twilio Console.
Seeking Alpha • Jun 10

Twilio: Massive AI Premium (Rating Downgrade)

Summary Twilio has experienced a sharp share price surge, fueled by accelerating organic revenue growth from its agentic AI offerings and soaring investor optimism about AI. TWLO raised its FY 2026 guidance to 14-15% top-line growth and $1.08–$1.10B free cash flow, reflecting robust AI-driven momentum and high customer retention rates. Despite operational momentum, TWLO now trades at a significant valuation premium—59% above the SaaS industry group average P/E—prompting concerns about upside exhaustion. I believe TWLO is more than fully valued, and profit-taking is warranted. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03

TWLO: Lofty AI Expectations Will Test Sustained Console Execution Risk

The updated Twilio narrative lifts the fair value estimate from $104.90 to $134.44, reflecting a higher implied future P/E of 64.94 and a lower discount rate. Analysts point to accelerating gross profit dollar growth and growing confidence in the integrated Twilio Console as key supports for higher Street price targets that have moved toward $235.
ナラティブの更新 • May 14

TWLO: AI Engagement And Enterprise Voice Adoption Will Shape Future Upside Narrative

Twilio's updated analyst fair value moves from $185.00 to $250.00. This reflects analysts' use of a slightly lower discount rate, higher projected revenue growth and profit margins, and a higher assumed future P/E multiple following a broad wave of recent price target increases and upgrades across the Street.
分析記事 • May 08

The Strong Earnings Posted By Twilio (NYSE:TWLO) Are A Good Indication Of The Strength Of The Business

Twilio Inc. ( NYSE:TWLO ) recently posted some strong earnings, and the market responded positively. We have done some...
ナラティブの更新 • Apr 30

TWLO: AI Engagement Promise Will Face Ongoing Execution And Profitability Risks

The analyst price target for Twilio has moved higher to reflect a fair value shift from $100.00 to about $104.90, as analysts cite increased targets from several firms and a stronger long-term role for Twilio in AI-driven customer engagement across messaging, voice, and identity. Analyst Commentary Recent Street research around Twilio has been active on both sides, with several firms lifting price targets and issuing upgrades, while others have trimmed targets or taken a more cautious tone on execution and growth expectations.
ナラティブの更新 • Apr 15

TWLO: AI Engagement And Enterprise Voice Adoption Will Drive Future Upside

Twilio's updated analyst price target has edged up to about $185, with analysts pointing to slightly stronger long term growth and margin assumptions, supported by recent upgrades highlighting its role in AI driven customer engagement. Analyst Commentary Recent research points to a more constructive tone around Twilio, with several bullish analysts highlighting the company’s role in AI driven customer engagement and its potential to move further up the technology stack.
ナラティブの更新 • Apr 01

TWLO: AI Agents And Enterprise Voice Are Expected To Drive Upside

Twilio's updated analyst price target is effectively unchanged at about $185, as analysts balance more cautious P/E and fair value inputs with optimism around AI agent adoption, enterprise voice traction, and the company's role in AI-driven customer engagement. Analyst Commentary Bullish analysts are highlighting Twilio's role in AI driven customer engagement, with several research notes pointing to the company as an important software provider for messaging and voice, and as a platform that can support AI orchestration and identity services.
ナラティブの更新 • Mar 18

TWLO: AI Engagement And Orchestration Are Expected To Drive Future Upside

Analysts are maintaining a fair value estimate of $185.00 for Twilio, with only slight tweaks to growth, margin and discount rate assumptions. Recent price target changes on the Street reflect differing views on how quickly AI use cases and enterprise adoption could influence the story.
ナラティブの更新 • Mar 04

TWLO: AI Engagement And Margin Progress Are Expected To Drive Future Upside

Our updated narrative trims Twilio's fair value estimate to $185 from $194.38, reflecting a mix of lower modeled future P/E and a slightly higher discount rate, even as analysts highlight AI related demand, stronger organic growth, and expanding margins as key supports for the story and recent price target revisions around the $155 to $160 range. Analyst Commentary Recent Street research on Twilio has leaned constructive, with several bullish analysts highlighting AI exposure, execution on organic growth, and margin progress as key supports for current valuations and updated price targets in the mid US$150 range.
ナラティブの更新 • Feb 18

TWLO: Future Performance Will Reflect Strengthening Organic Growth And Execution Confidence

The updated analyst price target for Twilio is now about $5 higher than before, as analysts factor in recent research that highlights strong Q4 execution, improving organic growth expectations, and a more balanced view on long term profitability and valuation multiples. Analyst Commentary Recent research on Twilio reflects a mix of optimism about execution and growth, alongside more conservative adjustments to valuation targets.
ナラティブの更新 • Feb 04

TWLO: Fair Outlook Balances Raised Expectations With Execution And Conviction Risks

Analysts have lifted their fair value estimate for Twilio to US$100.00 from US$85.91, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as some firms adjust their conviction lists around the name. Analyst Commentary The latest research around Twilio reflects a mix of optimism on long term fundamentals and pockets of caution on execution and valuation.
ナラティブの更新 • Jan 21

TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns

Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.
ナラティブの更新 • Jan 06

TWLO: Improved Execution And Communication Will Support Stronger Future Share Performance

Analysts have lifted their implied fair value estimate for Twilio from about US$175 to roughly US$192, reflecting updated assumptions on growth, margins and future P/E, and pointing to recent Street research that describes the company as "sounding better than expected" following its latest earnings report. Analyst Commentary JPMorgan lifted its price target on Twilio shares from US$140 to US$145 after the latest earnings update, while maintaining an Overweight stance and describing the company as "sounding better than expected." This move sits alongside broader bullish analyst commentary that is increasingly focused on how execution and profitability assumptions tie back to fair value.
分析記事 • Jan 05

Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 • Dec 14

TWLO: Voice AI And RCS Momentum Will Drive Stronger Share Performance

Analysts modestly raised their Twilio fair value estimate to $175 from $170, citing improving post earnings sentiment, a supportive revenue outlook driven by growing voice AI and RCS infrastructure demand, and resilient profitability expectations despite a slightly higher discount rate. Analyst Commentary Bullish analysts highlighted that the latest earnings update reinforced confidence in Twilio's execution, prompting upward revisions to price targets and reaffirmation of positive ratings.
ナラティブの更新 • Nov 30

TWLO: Future Performance Will Reflect Rising Confidence in Voice AI Momentum

Analysts have raised their price target for Twilio by $5 to $145, citing improving company performance, positive AI infrastructure tailwinds, and growing confidence in Twilio's ability to sustain profitable growth. Analyst Commentary Recent research updates reflect predominantly constructive sentiment toward Twilio, emphasizing improvements in performance, valuation, and prospects for growth.
ナラティブの更新 • Nov 16

TWLO: Improving Earnings Outlook and Voice AI Momentum Will Shape Future Performance

Twilio's analyst price target has been raised from $135.25 to $138.04, with analysts citing the company's improving earnings outlook, growing voice AI momentum, and a stronger outlook for profitable growth as key drivers of the upward revision. Analyst Commentary Recent updates from major research firms and analysts have underscored a shift in sentiment around Twilio's performance and prospects.
分析記事 • Nov 04

Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%

Twilio Inc. ( NYSE:TWLO ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...
ナラティブの更新 • Oct 31

TWLO: Voice AI Momentum And Free Cash Flow Will Drive Measured Gains

Analysts have raised their fair value estimate for Twilio from $130.88 to $135.25. They cite an improved company outlook following strong earnings, growing voice AI momentum, and expectations for sustained free cash flow generation.
ナラティブの更新 • Sep 04

AI Communications And Global Expansion Will Unlock Emerging Markets

Analysts have reiterated their confidence in Twilio’s long-term growth, AI-driven product enhancements, and upcoming pricing tailwinds, reinforcing its sector leadership and raising growth expectations, though the consensus price target decreased marginally from $131.31 to $130.88. Analyst Commentary Increased confidence in Twilio's ability to deliver durable, double-digit growth rates.
分析記事 • Aug 15

We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve

NYSE:TWLO 1 Year Share Price vs Fair Value Explore Twilio's Fair Values from the Community and select yours Even though...
分析記事 • Jul 29

Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Twilio is US$172 based on 2 Stage Free Cash Flow to Equity Twilio's US$132...
分析記事 • Jul 16

These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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新しいナラティブ • May 26

Omnichannel Digital Communication And AI Integration Will Transform Global Markets

Strong adoption of AI-driven, omnichannel communications and API integration positions Twilio as essential infrastructure with expanding global reach and recurring revenue.
新しいナラティブ • Apr 26

Overvalued

Lack of consistent profitability and predictable earnings.
Seeking Alpha • Apr 24

Twilio Remains Interesting, But Not Attractive Enough To Buy

Summary Twilio's shares have surged 39% since September, but despite impressive growth, the company's valuation and worsening net cash position warrant maintaining a 'hold' rating. Revenue growth is driven by the Communications segment, with a 12% increase to $1.12 billion in the latest quarter, despite a slight decline in Segment operations. Profitability metrics have improved significantly, yet the company's EV to EBITDA multiple of 73.1 and heavy stock-based compensation make it less attractive. The company's net cash position has declined due to significant stock buybacks, and I believe that capital could be better utilized for growth initiatives. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Twilio: The New Age Of (GAAP) Profits

Summary Twilio has seen revenue growth accelerate to double digits and significant progress on profitability. The market may be forgetting management's ambitious medium term guidance given just in January. The company is poised to sustain GAAP profitability this year. I reiterate my buy rating for the stock. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Twilio: Further Upside Ahead As Profitability Inflection Continues

Summary Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

Twilio: A Warranted Pullback (Rating Upgrade)

Summary Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Twilio: Time For Some Caution (Rating Downgrade)

Summary Twilio's shares have surged over 32% in five weeks, partially thanks to preliminary Q4 2024 revenues that were better than expected. The company's Investor Day outlined targets for the next three years, but rising street estimates may cap future upside guidance surprises. The new $2 billion buyback plan may not fully offset stock-based compensation, potentially increasing the share count in the near term. Read the full article on Seeking Alpha

収支内訳

Twilio の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:TWLO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 265,3021041,2941,028
31 Dec 255,067341,2831,020
30 Sep 254,896671,2841,004
30 Jun 254,729201,2771,003
31 Mar 254,583-341,2871,003
31 Dec 244,458-1091,3101,009
30 Sep 244,339-4621,3271,000
30 Jun 244,239-5941,382981
31 Mar 244,194-7291,443965
31 Dec 234,154-1,0151,486943
30 Sep 234,103-8791,559981
30 Jun 234,052-1,2201,6471,024
31 Mar 233,958-1,3771,7311,077
31 Dec 223,826-1,2561,7631,079
30 Sep 223,644-1,3181,7931,028
30 Jun 223,402-1,0601,716953
31 Mar 223,127-9651,593855
31 Dec 212,842-9501,510789
30 Sep 212,547-8381,348725
30 Jun 212,255-7311,167652
31 Mar 211,987-6031,004591
31 Dec 201,762-491856531
30 Sep 201,545-402712482
30 Jun 201,392-373654450
31 Mar 201,266-365620428
31 Dec 191,134-307587391
30 Sep 191,008-264528333
30 Jun 19881-203453271
31 Mar 19754-135357212
31 Dec 18650-122287171
30 Sep 18561-94238153
30 Jun 18493-90209142
31 Mar 18441-73178132
31 Dec 17399-64161121
30 Sep 17366-57145112
30 Jun 17337-45131102
31 Mar 17305-4913090
31 Dec 16277-4111678
30 Sep 16247-3710766
30 Jun 16219-3810057
31 Mar 16193-379049
31 Dec 15167-398443
30 Sep 15143-397736
30 Jun 15123-336631

質の高い収益: TWLOには$98.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: TWLO過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TWLO過去 5 年間で収益を上げており、収益は年間34.3%増加しています。

成長の加速: TWLOは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: TWLO昨年収益を上げたため、昨年の収益成長をIT業界 ( 2% ) と比較することは困難です。

株主資本利益率

高いROE: TWLOの 自己資本利益率 ( 1.3% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/21 21:20
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Twilio Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42

アナリスト機関
James KelleherArgus Research Company
William PowerBaird
Peter WeedBernstein