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TWLO Twilio Inc

NYSE, CIK 0001447669, fiscal year ends 12/31. Last price 261.79 on 2026-10-23, market value 40.2 billion dollars.

Machine-readable: TWLO.json, TWLO.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	36 partial, missing 5	partial: 5	2025-12-31 stale: Revenue	2016–2025	2026-10-23	0 verified, 19 unverified	method
Magic Formula	n/a	insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)	—	—	—	—	method
Momentum	82	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	ok	2026-10-23	—	—	—	method
Buffett Quality	2	ok	2026-07-24	2016–2025	2026-10-23	0 verified, 46 unverified	method
Lynch GARP	31	ok	2026-06-30	2020–2025	2026-10-23	0 verified, 5 unverified	method
Graham Enterprising	43	ok	2026-06-30	2020–2025	2026-10-23	0 verified, 12 unverified	method
Piotroski F-Score	78 partial, missing 5	partial: 5	—	2024–2026	—	0 verified, 23 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	261.79	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	153,575,220	underlying shares	2026-07-24	SEC cover page 10-Q 0001447669-26-000092 (153,575,220 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/twlo-20260630.htm 0001447669-26-000092
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	40,204,456,844	USD	2026-10-23 shares at 2026-07-24	261.79 (price 2026-10-23) / 1 x 153,575,220 (shares at 2026-07-24) = 40,204,456,844

Graham Defensive

36 of 100. partial: 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	5.07 revenue $B	>= 1	5.0 / 5
2a Current ratio	4.62	>= 2.0	15.0 / 15
2b Long-term debt vs working capital LongTermDebt including current maturities (upper bound for the noncurrent portion)	0.34 LTD / WC	<= 1.0	15.0 / 15
3 Positive earnings each of 10 years	1 of 10	10 of 10	1.5 / 15
4 Dividends every year for 20 years	0 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 XBRL check: 0 years agree, 20 unverified	20 of 20	0.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS average EPS not positive	—	<= 15	0.0 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 4.48	<= 1.5 or <= 22.5	0.0 / 10

Inputs, 21 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	261.79	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	5067220000.0	2025-12-31 stale	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
debt_incl_current	993162000.0	2026-06-30	SEC XBRL LongTermDebt 0001447669-26-000092	unverified
current_assets	3746415000.0	2026-06-30	SEC XBRL AssetsCurrent 0001447669-26-000092	unverified
current_liabilities	810686000.0	2026-06-30	SEC XBRL LiabilitiesCurrent 0001447669-26-000092	unverified
equity	8977808000.0	2026-06-30	SEC XBRL StockholdersEquity 0001447669-26-000092	unverified
Net income FY2016	-41324000.0	2016-12-31 history	SEC XBRL NetIncomeLoss 0001047469-19-000807	unverified
Net income FY2017	-63708000.0	2017-12-31 history	SEC XBRL NetIncomeLoss 0001447669-20-000045	unverified
Net income FY2018	-121949000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001447669-21-000070	unverified
Net income FY2019	-307063000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001447669-22-000049	unverified
Net income FY2020	-490979000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001447669-23-000049	unverified
Net income FY2021	-949900000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-24-000034	unverified
Net income FY2022	-1256145000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-25-000035	unverified
Net income FY2023	-1015441000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2024	-109403000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2025	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Dividend years (Yahoo)	[]	history	Yahoo Finance dividend history	unverified
EPS diluted FY2023	-5.54	2023-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-26-000021	unverified
EPS diluted FY2024	-0.66	2024-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-26-000021	unverified
EPS diluted FY2025	0.21	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-26-000021	unverified
Shares outstanding	153575220.0	2026-07-24	SEC cover page 10-Q 0001447669-26-000092 (153,575,220 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/twlo-20260630.htm 0001447669-26-000092	not cross-checked

Magic Formula

insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported). How this is scored.

insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported).

Momentum

82 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	162.3 % (percentile 97.6)	48.8 / 50
6 month return	84.9 % (percentile 97.2)	19.4 / 20
Price / 52-week high	0.869	13.0 / 15
Volatility penalty (60d annualised)	73.8 %	0.4 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	261.79	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	32.49 bp	-9.8 / 0

Inputs, 32 numbers with their sources

Input	Value	Period	Source	Check
Form 4 S Viggiano Aidan 2026-09-30	328933.737	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	809944.0000000001	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	1032017.0016	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	220064.85	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	111024.106	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	145672.5	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-09-30	28968.0	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	284441.664	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	789157.7490000001	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	1522244.2192	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	683723.588	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	423547.03	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	308624.194	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Shipchandler Khozema 2026-09-30	75394.358	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-08-17	142325.19999999998	2026-08-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-08-17	72633.0	2026-08-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-08-17	71424.8	2026-08-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Viggiano Aidan 2026-08-17	40477.0	2026-08-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Ferguson Scott D. 2026-08-12	123540000.0	2026-08-12	SEC Form 4 (insider transactions data set)	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-10-05 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked
excluded 2026-08-10 S	10b5-1 plan		rule	not cross-checked

Buffett Quality

2 of 100. ok. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity)	-9.1% over 8 yrs	>= 15%	0.0 / 25
2 Profitable every year	1 of 10	all years	1.5 / 15
3 Net income growth, 3-yr average now vs start of window growth rate undefined	base or latest average not positive	>= +10%	0.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) average earnings not positive	—	<= 4	0.0 / 15
5 Operating margin, 5-yr average	-16.6%	>= 20%	0.0 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex) cumulative net income not positive	—	>= 1.0	0.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)	1.7%	>= 7%	0.0 / 15

Inputs, 48 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	261.79	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2018	-121949000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001447669-21-000070	unverified
Equity at FY2018 end	438235000.0	2018-12-31 history	SEC XBRL StockholdersEquity 0001447669-22-000049	unverified
Net income FY2019	-307063000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001447669-22-000049	unverified
Equity at FY2019 end	4279411000.0	2019-12-31 history	SEC XBRL StockholdersEquity 0001447669-23-000049	unverified
Net income FY2020	-490979000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001447669-23-000049	unverified
Equity at FY2020 end	8452665000.0	2020-12-31 history	SEC XBRL StockholdersEquity 0001447669-24-000034	unverified
Net income FY2021	-949900000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-24-000034	unverified
Equity at FY2021 end	11031466000.0	2021-12-31 history	SEC XBRL StockholdersEquity 0001447669-25-000035	unverified
Net income FY2022	-1256145000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-25-000035	unverified
Equity at FY2022 end	10559042000.0	2022-12-31 history	SEC XBRL StockholdersEquity 0001447669-26-000021	unverified
Net income FY2023	-1015441000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Equity at FY2023 end	9732552000.0	2023-12-31 history	SEC XBRL StockholdersEquity 0001447669-26-000021	unverified
Net income FY2024	-109403000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Equity at FY2024 end	7952966000.0	2024-12-31 history	SEC XBRL StockholdersEquity 0001447669-26-000092	unverified
Net income FY2025	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Equity at FY2025 end	7821546000.0	2025-12-31 history	SEC XBRL StockholdersEquity 0001447669-26-000092	unverified
Net income FY2016	-41324000.0	2016-12-31 history	SEC XBRL NetIncomeLoss 0001047469-19-000807	unverified
Net income FY2017	-63708000.0	2017-12-31 history	SEC XBRL NetIncomeLoss 0001447669-20-000045	unverified
Net income FY2018	-121949000.0	2018-12-31 history	SEC XBRL NetIncomeLoss 0001447669-21-000070	unverified
Net income FY2019	-307063000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001447669-22-000049	unverified
Net income FY2020	-490979000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001447669-23-000049	unverified
Net income FY2021	-949900000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-24-000034	unverified
Net income FY2022	-1256145000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-25-000035	unverified
Net income FY2023	-1015441000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2024	-109403000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2025	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Operating income FY2021	-915584000.0	2021-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-24-000034	unverified
Revenue FY2021	2841839000.0	2021-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-24-000034	unverified
Operating income FY2022	-1205308000.0	2022-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-25-000035	unverified
Revenue FY2022	3826321000.0	2022-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-25-000035	unverified
Operating income FY2023	-876541000.0	2023-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-26-000021	unverified
Revenue FY2023	4153945000.0	2023-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
Operating income FY2024	-53708000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-26-000021	unverified
Revenue FY2024	4458036000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
Operating income FY2025	157802000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-26-000021	unverified
Revenue FY2025	5067220000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
Operating cash flow FY2021	-58192000.0	2021-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-24-000034	unverified
Capital expenditure FY2021	46048000.0	2021-12-31 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001447669-22-000049	unverified
Operating cash flow FY2022	-254368000.0	2022-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-25-000035	unverified
Capital expenditure FY2022	45761000.0	2022-12-31 history	SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback) 0001447669-25-000035	unverified
Operating cash flow FY2023	414752000.0	2023-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-26-000021	unverified
Capital expenditure FY2023	39925000.0	2023-12-31 history	SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback) 0001447669-26-000021	unverified
Operating cash flow FY2024	716241000.0	2024-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-26-000021	unverified
Capital expenditure FY2024	51808000.0	2024-12-31 history	SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback) 0001447669-26-000021	unverified
Operating cash flow FY2025	1003244000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-26-000021	unverified
Capital expenditure FY2025	51969000.0	2025-12-31 history	SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback) 0001447669-26-000021	unverified
Shares outstanding	153575220.0	2026-07-24	SEC cover page 10-Q 0001447669-26-000092 (153,575,220 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/twlo-20260630.htm 0001447669-26-000092	not cross-checked

Lynch GARP

31 of 100. ok. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) earnings not positive in both years, or growth not positive: PEG undefined	—	<= 1.0	0.0 / 30
2 EPS growth, 5-yr compound rate earnings not positive in both years	—	12% to 35% a year	0.0 / 20
3 P/E on latest annual EPS	1246.6	<= 25	0.0 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)	0.11	<= 0.5	15.0 / 15
5 Years of the last 5 in which EPS rose	3 of 5	5 of 5	9.0 / 15
6 Net cash (cash minus borrowings) / market cap	-0.4%	>= +10%	7.0 / 10

Inputs, 6 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	261.79	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
EPS diluted FY2025	0.21	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-26-000021	unverified
EPS diluted FY2020	-3.35	2020-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-23-000049	unverified
debt_incl_current	993162000.0	2026-06-30	SEC XBRL LongTermDebt 0001447669-26-000092	unverified
equity	8977808000.0	2026-06-30	SEC XBRL StockholdersEquity 0001447669-26-000092	unverified
cash	823261000.0	2026-06-30	SEC XBRL CashAndCashEquivalentsAtCarryingValue 0001447669-26-000092	unverified

Graham Enterprising

43 of 100. ok. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio	4.62	>= 1.5	15.0 / 15
2 Borrowings vs working capital LongTermDebt (incl. current maturities)	0.34 x	<= 1.1x	15.0 / 15
3 No earnings deficit in the last 5 years	1 of 5 profitable	5 of 5	3.0 / 15
4 Pays a current dividend	no	yes	0.0 / 10
5 EPS higher than five years earlier	-3.35 -> 0.21	higher	10.0 / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	4.48	<= 1.2	0.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities)	21.32	<= 0.67	0.0 / 15

Inputs, 15 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	261.79	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
current_assets	3746415000.0	2026-06-30	SEC XBRL AssetsCurrent 0001447669-26-000092	unverified
current_liabilities	810686000.0	2026-06-30	SEC XBRL LiabilitiesCurrent 0001447669-26-000092	unverified
debt_incl_current	993162000.0	2026-06-30	SEC XBRL LongTermDebt 0001447669-26-000092	unverified
Net income FY2021	-949900000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-24-000034	unverified
Net income FY2022	-1256145000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-25-000035	unverified
Net income FY2023	-1015441000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2024	-109403000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Net income FY2025	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
Dividend years (Yahoo)	[]	history	Yahoo Finance dividend history	not cross-checked
EPS diluted FY2025	0.21	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-26-000021	unverified
EPS diluted FY2020	-3.35	2020-12-31 history	SEC XBRL EarningsPerShareDiluted 0001447669-23-000049	unverified
equity	8977808000.0	2026-06-30	SEC XBRL StockholdersEquity 0001447669-26-000092	unverified
Shares outstanding	153575220.0	2026-07-24	SEC cover page 10-Q 0001447669-26-000092 (153,575,220 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/twlo-20260630.htm 0001447669-26-000092	not cross-checked
liabilities	1860819000.0	2026-06-30	SEC XBRL Liabilities 0001447669-26-000092	unverified

Piotroski F-Score

78 of 100. partial: 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	0.3%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	1,003M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	-1.1% -> 0.3%	pass = 1	11.11111111111111 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	1,003M vs 34M	pass = 1	11.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
6 Current ratio improved	4.20 -> 4.03	pass = 1	0.0 / 11.11111111111111
7 No new shares issued (share count did not rise)	153M -> 154M	pass = 1	11.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)	-1.2% -> 3.1%	pass = 1	11.11111111111111 / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.45 -> 0.52	pass = 1	11.11111111111111 / 11.11111111111111

Inputs, 23 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-12-31	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
total_assets 2025-12-31	9770890000.0	2025-12-31 history	SEC XBRL Assets 0001447669-26-000092	unverified
cfo 2025-12-31	1003244000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-26-000021	unverified
net_income 2025-12-31	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
net_income 2024-12-31	-109403000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
total_assets 2025-12-31	9770890000.0	2025-12-31 history	SEC XBRL Assets 0001447669-26-000092	unverified
total_assets 2024-12-31	9865472000.0	2024-12-31 history	SEC XBRL Assets 0001447669-26-000021	unverified
cfo 2025-12-31	1003244000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001447669-26-000021	unverified
net_income 2025-12-31	33834000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) 0001447669-26-000021	unverified
current_assets 2025-12-31	3576728000.0	2025-12-31 history	SEC XBRL AssetsCurrent 0001447669-26-000092	unverified
current_assets 2024-12-31	3447299000.0	2024-12-31 history	SEC XBRL AssetsCurrent 0001447669-26-000021	unverified
current_liabilities 2025-12-31	887008000.0	2025-12-31 history	SEC XBRL LiabilitiesCurrent 0001447669-26-000092	unverified
current_liabilities 2024-12-31	820220000.0	2024-12-31 history	SEC XBRL LiabilitiesCurrent 0001447669-26-000021	unverified
shares_out 2026-07-24	153575220.0	2026-07-24 history	SEC XBRL EntityCommonStockSharesOutstanding 0001447669-26-000092	unverified
shares_out 2025-07-25	153433606.0	2025-07-25 history	SEC XBRL EntityCommonStockSharesOutstanding 0001447669-25-000122	unverified
operating_income 2025-12-31	157802000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-26-000021	unverified
operating_income 2024-12-31	-53708000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001447669-26-000021	unverified
revenue 2025-12-31	5067220000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
revenue 2024-12-31	4458036000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
revenue 2025-12-31	5067220000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
revenue 2024-12-31	4458036000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001447669-26-000021	unverified
total_assets 2025-12-31	9770890000.0	2025-12-31 history	SEC XBRL Assets 0001447669-26-000092	unverified
total_assets 2024-12-31	9865472000.0	2024-12-31 history	SEC XBRL Assets 0001447669-26-000021	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2014	2014-12-31	89	-27		none	0001047469-17-000800
2015	2015-12-31	167	-36		none	0001047469-18-001207
2016	2016-12-31	277	-41		none	0001047469-19-000807
2017	2017-12-31	399	-64		none	0001447669-20-000045
2018	2018-12-31	650	-122		none	0001447669-21-000070
2019	2019-12-31	1,134	-307	-2.36	none	0001447669-22-000049
2020	2020-12-31	1,762	-491	-3.35	none	0001447669-23-000049
2021	2021-12-31	2,842	-950	-5.45	none	0001447669-24-000034
2022	2022-12-31	3,826	-1,256	-6.86	none	0001447669-25-000035
2023	2023-12-31	4,154	-1,015	-5.54	none	0001447669-26-000021
2024	2024-12-31	4,458	-109	-0.66	none	0001447669-26-000021
2025	2025-12-31	5,067	34	0.21	none	0001447669-26-000021

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-10-05	Shipchandler Khozema	CEO	sale plan	2,551	294.53	751,346
2026-10-05	Shipchandler Khozema	CEO	sale plan	1,600	293.14	469,020
2026-10-05	Shipchandler Khozema	CEO	sale plan	800	292.33	233,863
2026-10-05	Shipchandler Khozema	CEO	sale plan	501	291.47	146,025
2026-10-05	Shipchandler Khozema	CEO	sale plan	5,156	290.24	1,496,476
2026-10-05	Shipchandler Khozema	CEO	sale plan	1,900	289.13	549,353
2026-10-05	Shipchandler Khozema	CEO	sale plan	1,934	288.02	557,036
2026-09-30	Viggiano Aidan	CFO	sale	1,110	296.34	328,934
2026-09-30	Viggiano Aidan	CFO	sale	2,740	295.60	809,944
2026-09-30	Viggiano Aidan	CFO	sale	3,504	294.53	1,032,017
2026-09-30	Viggiano Aidan	CFO	sale	750	293.42	220,065
2026-09-30	Viggiano Aidan	CFO	sale	380	292.17	111,024
2026-09-30	Viggiano Aidan	CFO	sale	500	291.35	145,672
2026-09-30	Viggiano Aidan	CFO	sale	100	289.68	28,968
2026-09-30	Shipchandler Khozema	CEO	sale	960	296.29	284,442
2026-09-30	Shipchandler Khozema	CEO	sale	2,670	295.56	789,158
2026-09-30	Shipchandler Khozema	CEO	sale	5,168	294.55	1,522,244
2026-09-30	Shipchandler Khozema	CEO	sale	2,330	293.44	683,724
2026-09-30	Shipchandler Khozema	CEO	sale	1,450	292.10	423,547
2026-09-30	Shipchandler Khozema	CEO	sale	1,060	291.15	308,624

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/TWLO; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.