Added to YB: 2025-08-12
Pitch date: 2025-08-10
TWLO [neutral]
Twilio Inc.
+34.26%
current return
Author Info
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Company Info
Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally.
Market Cap
$19.8B
Pitch Price
$99.00
Price Target
120.00 (-10%)
Dividend
N/A
EV/EBITDA
82.39
P/E
306.69
EV/Sales
3.77
Sector
IT Services
Category
growth
Show full summary:
TWLO | Twilio Q2 2025 Highlights
TWLO (earnings update): Q2'25 beat: Revenue +13% YoY at $1.23B, first-ever GAAP profit of $37M. Non-GAAP op income +26% to $221M (18% margin). Raised FY guidance: organic rev growth 9-10%, FCF $875-900M. DBNE rebounded to 108% from 102%. Tech focus shifting to Communications+Data+AI. PT $120 based on 25x 2026E EPS of $5.11 and DCF model.
Read full article (6 min)