Did Twilio’s LA Kings Helmet Deal and Fan Tech Pilot Just Shift Twilio’s (TWLO) Investment Narrative?

• Earlier this month, the LA Kings announced a multi-year partnership making Twilio their official away helmet partner, putting Twilio’s logo on all away helmets during regular season and playoff games from the 2025–26 NHL season while integrating Twilio’s customer engagement technology to personalize fan communications.
• This agreement opens a new marketing and product showcase channel for Twilio, pairing coast-to-coast brand visibility with real-world use cases of its fan engagement tools.
• Next, we’ll examine how Twilio’s helmet partnership and fan-engagement rollout with the LA Kings could influence its long-term investment narrative.

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Twilio Investment Narrative Recap

To own Twilio, you need to believe in its evolution from basic communications APIs to a broader customer engagement and AI platform, with improving profitability and a healthier revenue mix over time. The LA Kings helmet deal adds brand visibility and a live showcase for Twilio’s tools, but it does not materially change the near term focus on expanding higher margin software and managing gross margin pressure from messaging and carrier fees.

Among recent announcements, management’s expectation that total corporate spending on Twilio’s messaging products could exceed US$100 billion by 2028 is most relevant here, because it speaks directly to the demand backdrop for the same engagement tools being showcased with the Kings. That outlook underpins the key catalyst of growing AI powered, omnichannel communications usage, even as Twilio still needs to balance growth with compliance costs and competitive pricing pressure.

Yet even with Twilio’s new visibility on NHL ice, investors should be aware that rising carrier fees and low margin messaging mix could...

Read the full narrative on Twilio (it's free!)

Twilio's narrative projects $5.9 billion revenue and $449.9 million earnings by 2028. This requires 7.9% yearly revenue growth and about a $429.7 million earnings increase from $20.2 million today.

Uncover how Twilio's forecasts yield a $138.04 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Seven fair value estimates from the Simply Wall St Community span roughly US$68 to US$167 per share, showing how differently individual investors can view Twilio. Against that backdrop, the push into AI powered, omnichannel engagement as a core growth driver gives you another lens to compare with those community expectations and explore alternative viewpoints on the company’s prospects.

Explore 7 other fair value estimates on Twilio - why the stock might be worth 49% less than the current price!

Build Your Own Twilio Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twilio research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twilio research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twilio's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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