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Twilio Inc Class A - Stock Quote TWLO

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Morningstar's Twilio Inc Class A Stock Analysis

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Economic Moat


Capital Allocation


Profitability Down but Prospects High; Twilio Outperforms Only To Immediately Reinvest; FVE to $300

Analyst Note

| Victoria Radke |

Narrow-moat Twilio reported strong first-quarter results, with revenue and adjusted earnings exceeding both management’s and our at-consensus expectations, but issued a mixed outlook for the second quarter. Management issued in-line guidance on revenue, but below consensus on the bottom line, which we think reflects 2022 being a cost-peak for a series of targeted investments made in the company, namely go-to-market development for Twilio Flex and Segment. As these businesses begin to post sales growth in excess of the investments made in developing them, we expect profitability to benefit. We continue to believe Twilio is uniquely positioned to benefit from accelerated digital transformation initiatives and the trend toward data-informed digital customer engagement.

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Twilio Inc Class A's Company Profile

Business Description

Twilio is a cloud-based communication platform-as-a-service company offering communication application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. Through these APIs, Twilio’s platform allows software developers to integrate messaging, voice, and video functionality into new or existing business applications. The company leverages its Super Network, Twilio’s global network of carrier relationships, to facilitate high speed cost-optimized global messaging and voice-based communications.

101 Spear Street, First Floor
San Francisco, CA, 94105
T +1 415 390-2337
Sector Communication Services
Industry Internet Content & Information
Most Recent Earnings Mar 31, 2022
Fiscal Year End Dec 31, 2022
Stock Type Speculative Growth
Employees 8,199

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