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7.3% 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
Recent updates
Twilio: AI Deals Are Changing This Company's Growth Trajectory
May 01
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.
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.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.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.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.
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.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.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.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.Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price
Jan 05
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.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.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.Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%
Nov 04TWLO: 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.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.We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve
Aug 15Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate
Jul 29These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely
Jul 16Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
Jun 21Omnichannel 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.What Twilio Inc.'s (NYSE:TWLO) 28% Share Price Gain Is Not Telling You
May 13Overvalued
Lack of consistent profitability and predictable earnings.Twilio Remains Interesting, But Not Attractive Enough To Buy
Apr 24Twilio: The New Age Of (GAAP) Profits
Mar 24Twilio: Further Upside Ahead As Profitability Inflection Continues
Feb 24Twilio: A Warranted Pullback (Rating Upgrade)
Feb 18Twilio: Time For Some Caution (Rating Downgrade)
Jan 29Twilio: Growth Challenges Keep Me Neutral
Jan 23Twilio's Pullback Is Warranted After The Extreme Rally - Buy The Dip
Dec 23収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 5,302 | 104 | 1,294 | 1,028 |
| 31 Dec 25 | 5,067 | 34 | 1,283 | 1,020 |
| 30 Sep 25 | 4,896 | 67 | 1,284 | 1,004 |
| 30 Jun 25 | 4,729 | 20 | 1,277 | 1,003 |
| 31 Mar 25 | 4,583 | -34 | 1,287 | 1,003 |
| 31 Dec 24 | 4,458 | -109 | 1,310 | 1,009 |
| 30 Sep 24 | 4,339 | -462 | 1,327 | 1,000 |
| 30 Jun 24 | 4,239 | -594 | 1,382 | 981 |
| 31 Mar 24 | 4,194 | -729 | 1,443 | 965 |
| 31 Dec 23 | 4,154 | -1,015 | 1,486 | 943 |
| 30 Sep 23 | 4,103 | -879 | 1,559 | 981 |
| 30 Jun 23 | 4,052 | -1,220 | 1,647 | 1,024 |
| 31 Mar 23 | 3,958 | -1,377 | 1,731 | 1,077 |
| 31 Dec 22 | 3,826 | -1,256 | 1,763 | 1,079 |
| 30 Sep 22 | 3,644 | -1,318 | 1,793 | 1,028 |
| 30 Jun 22 | 3,402 | -1,060 | 1,716 | 953 |
| 31 Mar 22 | 3,127 | -965 | 1,593 | 855 |
| 31 Dec 21 | 2,842 | -950 | 1,510 | 789 |
| 30 Sep 21 | 2,547 | -838 | 1,348 | 725 |
| 30 Jun 21 | 2,255 | -731 | 1,167 | 652 |
| 31 Mar 21 | 1,987 | -603 | 1,004 | 591 |
| 31 Dec 20 | 1,762 | -491 | 856 | 531 |
| 30 Sep 20 | 1,545 | -402 | 712 | 482 |
| 30 Jun 20 | 1,392 | -373 | 654 | 450 |
| 31 Mar 20 | 1,266 | -365 | 620 | 428 |
| 31 Dec 19 | 1,134 | -307 | 587 | 391 |
| 30 Sep 19 | 1,008 | -264 | 528 | 333 |
| 30 Jun 19 | 881 | -203 | 453 | 271 |
| 31 Mar 19 | 754 | -135 | 357 | 212 |
| 31 Dec 18 | 650 | -122 | 287 | 171 |
| 30 Sep 18 | 561 | -94 | 238 | 153 |
| 30 Jun 18 | 493 | -90 | 209 | 142 |
| 31 Mar 18 | 441 | -73 | 178 | 132 |
| 31 Dec 17 | 399 | -64 | 161 | 121 |
| 30 Sep 17 | 366 | -57 | 145 | 112 |
| 30 Jun 17 | 337 | -45 | 131 | 102 |
| 31 Mar 17 | 305 | -49 | 130 | 90 |
| 31 Dec 16 | 277 | -41 | 116 | 78 |
| 30 Sep 16 | 247 | -37 | 107 | 66 |
| 30 Jun 16 | 219 | -38 | 100 | 57 |
| 31 Mar 16 | 193 | -37 | 90 | 49 |
| 31 Dec 15 | 167 | -39 | 84 | 43 |
| 30 Sep 15 | 143 | -39 | 77 | 36 |
| 30 Jun 15 | 123 | -33 | 66 | 31 |
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 ( 32.1% ) 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
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 | 2026/05/06 02:17 |
| 終値 | 2026/05/06 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 28 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。41
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Peter Weed | Bernstein |