Twilio (TWLO) stock

Cloud communication tools , market cap $31B

Cloud communication tools

Worth $31B

$214.21

+3.66%

As of Tuesday's close · Live for Pro members at the open

Quality Score

Average

In its industry

#99of 268

Software

Checks firing

2of 14

Trending up

From 52-week high

-30.5%

under its best in a year

TWLO's Quality Score fell 2 points on Tue, Nov 10, to 8. It closed away from its high of the day (2 chart checks stopped).

See TWLO's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

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Why is TWLO up?

Up 3.7% today, while its software peers are down 1.3%; no story names it yet.

Fell on Oct 30

Down 15% on Oct 30, a down day for the market: the S&P 500 fell 2%, 71% of stocks fell, and software stocks a median 2.2%.

It reported quarterly revenue of $1.56B and diluted EPS of $1.00 after the close on Oct 29.

Sources: Price history, Oct 30, 2026; SEC filing, Oct 29, 2026; Company release (8-K), Oct 29, 2026

1 more reason, free with an account →The other side, the timeline, and its peers, for Pro members.

Key facts on TWLO

Key facts on TWLO
The company	Profit up 1,793% to $1.3B
Latest filing	10-Q, Oct 30 Filed its quarterly report (10-Q) for the quarter to Sep 30, 2026

1 more reason behind TWLO's 8, free with an account →4 more reasons behind TWLO's 8, for Pro members.

TWLO in the news

TodayNo story names it yet.

TWLO catalysts

Coming up

After its last 4 reports it closed +9.0% on average, higher 3 of 4 times.

29 past catalysts since 2018, with sizes and sources, for Pro members.

Why TWLO scores 8

Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means

+2Chart checks 2 of 14 firing right now, one point each
+2Long-term trend above a rising 200-⁠day average

Size adds
Profit addsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Growth addsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.
Persistence adds
Insider trades subtracts

No effect today: Run-up, Dilution, Volatility, Cash flow, and News.

What every line is worth, and the reason behind it, on TWLO and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:29 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Alert me when TWLO's Quality Score turns up

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How TWLO ranks in Software

TWLO is #99 of 268 by Quality Score.

How TWLO ranks in Software
Rank	Stock	Checks	Quality Score
1	HNGEHinge Health	9/14	21
2	ZETAZeta Global	8/14	20
3	VEEVVeeva Systems	7/14	19
	TTWOTake-⁠Two Interactive Software		Open for its score
	TUYATuya		Open for its score
	TYLTyler		Open for its score
	UUnity Software		Open for its score
99	TWLOTwilio	2/14	8

When does TWLO report earnings, and what happens after?

Expected to report Thu Feb 11, after the close (in 93 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What TWLO reported on Oct 29, 2026

The quarter

Sales of $1.6B, 20% more than a year ago; a profit of $1.00 a share, from $0.23.

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

Where the quarter's sales came from
Line	Q3 2026	Q2 2026	Q3 2025
By region
United Statesup 20%	$997M64%	$961M64%	$831M64%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 30)

1 more line, for Pro members.

The outlook

The outlook the company gave, by period
Measure	Figure
Fiscal year 2026
Reported revenue growth	20%raised

Figures as filed (SEC filing, Oct 29)

8 more outlook lines, for Pro members.

In the company's words

“Twilio expects fourth quarter non-GAAP gross profit to be similar to its organic revenue growth range.”

From its results filing (SEC filing · Oct 29)

The numbers

Market value: $31B; today
Sales: $5.8B; up 19.1% on the year

Sales grew 24% a year over 5 years, fiscal 2020 to 2025.

Its share count grew 1.7% a year over 5 years.

4 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on TWLO: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

+23.8%+24.9%-15.2%

Apr 30Aug 6Oct 29

Reported	When	Gap	Reaction	5 days
Oct 29, 2026After close	After close	-22.9%	-15.2%	-16.9%
Aug 6, 2026After close	After close	+21.8%	+24.9%	+29.1%
Apr 30, 2026After close	After close	+20.1%	+23.8%	+33.1%

TWLO closed higher after 3 of its last 4 reports.

All 4 reports, and TWLO's Quality Score going into each

TWLO sales and profit by year

Sales and profit by year

Sales grew every year from 2018 to 2025, to $5.1B. It turned a profit in 2025 after a loss in 2024.

TWLO has 2 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on TWLO, and all 14 on every stock.Get in free →

TWLO RSI today: 38.8, below its 50-day, above its 200-day

Not scored

RSI 38.8, MACD below signal, below its 50-day, above its 200-day. Not scored.13 readings

The deep dive on TWLO

What it does and how it makes money6 findingsIt kept 3 cents of each dollar of sales in fiscal 2025: $158M of operating profit on $5.07B of sales.Annual report, filed Feb 24, 2026"As of December 31, 2025, in the United States, we have been issued 382 patents, which expire between 2029 and 2044." (10-K for fiscal 2025)SEC filing · Feb 24, 2026
Where it stands1 findingFor Pro members1 finding on where TWLO stands: its cash, debt, and share count, for Pro members
What changed in its filings2 findingsA new heading in its "Risk Factors" this year: "Events or changes in circumstances may require us to record impairment charges related to our intangible assets, goodwill or investments." (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 24, 2026, against the one of Feb 26, 2025Backlog fell 28% in a year, to $121M on Sep 30, 2026 from $169M: sales under contract, not yet delivered. "Revenue allocated to remaining performance obligations for contracts with durations of more than one year was $ 120.9 million as of September 30, 2026, of which 74 % is expected to be recognized over the next 12 months and 97 % is expected to be recognized over the next 24 months."SEC filing · Oct 30, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades TWLO, for Pro members

9 more findings on TWLO, each with its source, for Pro members.

TWLO insider trades

3 insiders sold $320M across 33 filings in the last 6 months. No open-⁠market buys on record. The newest:

SellKhozema Shipchandler$1.5MChief Executive Officerat $294.55 on Sep 30, filed Oct 2

SellKhozema ShipchandlerChief Executive Officer$1.5Mat $294.55 on Sep 30, filed Oct 2

All 33 insider filings on TWLO from the last six months, for Pro members.

All TWLO insider trades

TWLO trades by Congress and the executive branch

One trade disclosed in the last six months. The newest:

BuyJosh Gottheimer$1K to $15KHousetraded May 4, disclosed Jun 3(30 days later)

BuyJosh GottheimerHouse$1K to $15Ktraded May 4, disclosed Jun 3(30 days later)

See what Congress is buying across the market

TWLO's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Khozema ShipchandlerChief Executive Officer · 24 trades
Aidan ViggianoChief Financial Officer · 34 trades
Andrew StafmanDirector · 4 trades
Erika RottenbergDirector · 4 trades
Charles H. BellDirector · no trades on file
Deval L. PatrickDirector · no trades on file
Donna DubinskyDirector · no trades on file
Douglas A. RobinsonDirector · no trades on file

3 more officers and directors file at TWLO.

See insider trades by person

Which ETFs hold TWLO?

In ETFs: TWLO is 0.2% of FTEC, 0.2% of VGT, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.

About Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

5,587 employeesSan Francisco, CAtwilio.com

What Twilio says it competes with

“The markets for our products are rapidly evolving and are increasingly competitive.”

From its annual report, SEC filing · Feb 24, 2026

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What would move TWLO's score: 5 things
2 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawayJun 3Josh Gottheimer bought TWLO$1K to $15K, disclosed Jun 3

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See TWLO's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: TWLO's Quality Score is 8 (Average), #99 of 268 in Software. Insiders sold $320M in the last 6 months (Form 4).

What does TWLO's Quality Score say?

TWLO scores 8 today, which Breakaway calls Average. It is #99 of 268 in Software by Quality Score, with 2 of 14 chart checks firing. Down 15% on Oct 30, a down day for the market: the S&P 500 fell 2%, 71% of stocks fell, and software stocks a median 2.2%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is TWLO's Quality Score?

TWLO scores 8 today, which Breakaway calls Average (6 to 10). That is #99 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind TWLO's 8.

Are insiders buying TWLO?

3 insiders sold $320M across 33 filings in the last 6 months. No open-⁠market buys on record. The newest is Khozema Shipchandler, Chief Executive Officer, who sold $1.5M on Sep 30. Every filing, with the scored weight, for Pro members.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.