# TWLO · Twilio Inc

Snapshot 2026-10-26 · CIK 0001447669 · NYSE · Services-Prepackaged Software

Price 261.79 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 40.2 B

Machine-readable: https://theclaudetrader.com/s/TWLO.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: 36.5 (partial: 5) · complete: False · missing tests: 5 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 19, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham
- 1 Adequate size: 5.07 revenue $B · threshold >= 1 · points 5.0/5
- 2a Current ratio: 4.62  · threshold >= 2.0 · points 15.0/15
- 2b Long-term debt vs working capital: 0.34 LTD / WC · threshold <= 1.0 · points 15.0/15
- 3 Positive earnings each of 10 years: 1 of 10  · threshold 10 of 10 · points 1.5/15
- 4 Dividends every year for 20 years: 0 of 20  · threshold 20 of 20 · points 0.0/15
- 5 EPS growth, 3-yr avg now vs 10 yrs ago: None  · threshold >= +33% · points None/10
- 6 P/E on 3-year average EPS: None  · threshold <= 15 · points 0.0/15
- 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 4.48  · threshold <= 1.5 or <= 22.5 · points 0.0/10

Inputs:
  - Price (close, per traded unit): 261.79 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Revenue: 5067220000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - debt_incl_current: 993162000.0 · 2026-06-30 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - current_assets: 3746415000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - current_liabilities: 810686000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - equity: 8977808000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - Net income FY2016: -41324000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000104746919000807/ · unverified
  - Net income FY2017: -63708000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766920000045/ · unverified
  - Net income FY2018: -121949000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766921000070/ · unverified
  - Net income FY2019: -307063000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/ · unverified
  - Net income FY2020: -490979000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - Net income FY2021: -949900000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Net income FY2022: -1256145000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Net income FY2023: -1015441000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2024: -109403000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2025: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/TWLO/history?filter=div · unverified
  - EPS diluted FY2023: -5.54 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - EPS diluted FY2024: -0.66 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - EPS diluted FY2025: 0.21 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · 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 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/R1.htm

### Magic Formula: — (insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula

### Momentum: 81.7 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: 162.3 % · threshold  · points 48.8/50
-  6 month return: 84.9 % · threshold  · points 19.4/20
-  Price / 52-week high: 0.869  · threshold  · points 13.0/15
-  Volatility penalty (60d annualised): 73.8 % · threshold  · points 0.4/15

Inputs:
  - Adjusted close series (14 months): 261.79 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 32.49 bp · threshold  · points -9.8/0

Inputs:
  - Form 4 S Viggiano Aidan 2026-09-30: 328933.737 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 809944.0000000001 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 1032017.0016 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 220064.85 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 111024.106 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 145672.5 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Viggiano Aidan 2026-09-30: 28968.0 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 284441.664 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 789157.7490000001 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 1522244.2192 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 683723.588 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 423547.03 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 308624.194 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Shipchandler Khozema 2026-09-30: 75394.358 · 2026-09-30 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
  - Form 4 S Viggiano Aidan 2026-08-17: 142325.19999999998 · 2026-08-17 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
  - Form 4 S Viggiano Aidan 2026-08-17: 72633.0 · 2026-08-17 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
  - Form 4 S Viggiano Aidan 2026-08-17: 71424.8 · 2026-08-17 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
  - Form 4 S Viggiano Aidan 2026-08-17: 40477.0 · 2026-08-17 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
  - Form 4 S Ferguson Scott D. 2026-08-12: 123540000.0 · 2026-08-12 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1447669/000110465926095185/
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-05 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-08-10 S: 10b5-1 plan ·  · rule · 

### Buffett Quality: 1.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-07-24 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 46, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett
- 1 Average return on equity (net income / year-end equity): -9.1% over 8 yrs  · threshold >= 15% · points 0.0/25
- 2 Profitable every year: 1 of 10  · threshold all years · points 1.5/15
- 3 Net income growth, 3-yr average now vs start of window: base or latest average not positive  · threshold >= +10% · points 0.0/10
- 4 Borrowings / 3-yr average earnings (years to repay): None  · threshold <= 4 · points 0.0/15
- 5 Operating margin, 5-yr average: -16.6%  · threshold >= 20% · points 0.0/10
- 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): None  · threshold >= 1.0 · points 0.0/10
- 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 1.7%  · threshold >= 7% · points 0.0/15

Inputs:
  - Price (close, per traded unit): 261.79 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Net income FY2018: -121949000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766921000070/ · unverified
  - Equity at FY2018 end: 438235000.0 · 2018-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/ · unverified
  - Net income FY2019: -307063000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/ · unverified
  - Equity at FY2019 end: 4279411000.0 · 2019-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - Net income FY2020: -490979000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - Equity at FY2020 end: 8452665000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Net income FY2021: -949900000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Equity at FY2021 end: 11031466000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Net income FY2022: -1256145000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Equity at FY2022 end: 10559042000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2023: -1015441000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Equity at FY2023 end: 9732552000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2024: -109403000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Equity at FY2024 end: 7952966000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - Net income FY2025: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Equity at FY2025 end: 7821546000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - Net income FY2016: -41324000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000104746919000807/ · unverified
  - Net income FY2017: -63708000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766920000045/ · unverified
  - Net income FY2018: -121949000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766921000070/ · unverified
  - Net income FY2019: -307063000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/ · unverified
  - Net income FY2020: -490979000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - Net income FY2021: -949900000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Net income FY2022: -1256145000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Net income FY2023: -1015441000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2024: -109403000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2025: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Operating income FY2021: -915584000.0 · 2021-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Revenue FY2021: 2841839000.0 · 2021-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Operating income FY2022: -1205308000.0 · 2022-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Revenue FY2022: 3826321000.0 · 2022-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Operating income FY2023: -876541000.0 · 2023-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Revenue FY2023: 4153945000.0 · 2023-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Operating income FY2024: -53708000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Revenue FY2024: 4458036000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Operating income FY2025: 157802000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Revenue FY2025: 5067220000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Operating cash flow FY2021: -58192000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Capital expenditure FY2021: 46048000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/ · unverified
  - Operating cash flow FY2022: -254368000.0 · 2022-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified

### Lynch GARP: 31.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 5, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch
- 1 PEG: P/E divided by 5-yr EPS growth (in % points): None  · threshold <= 1.0 · points 0.0/30
- 2 EPS growth, 5-yr compound rate: None  · threshold 12% to 35% a year · points 0.0/20
- 3 P/E on latest annual EPS: 1246.6  · threshold <= 25 · points 0.0/10
- 4 Borrowings / equity: 0.11  · threshold <= 0.5 · points 15.0/15
- 5 Years of the last 5 in which EPS rose: 3 of 5  · threshold 5 of 5 · points 9.0/15
- 6 Net cash (cash minus borrowings) / market cap: -0.4%  · threshold >= +10% · points 7.0/10

Inputs:
  - Price (close, per traded unit): 261.79 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - EPS diluted FY2025: 0.21 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - EPS diluted FY2020: -3.35 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - debt_incl_current: 993162000.0 · 2026-06-30 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - equity: 8977808000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - cash: 823261000.0 · 2026-06-30 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified

### Graham Enterprising: 43.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 12, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising
- 1 Current ratio: 4.62  · threshold >= 1.5 · points 15.0/15
- 2 Borrowings vs working capital: 0.34 x · threshold <= 1.1x · points 15.0/15
- 3 No earnings deficit in the last 5 years: 1 of 5 profitable  · threshold 5 of 5 · points 3.0/15
- 4 Pays a current dividend: no  · threshold yes · points 0.0/10
- 5 EPS higher than five years earlier: -3.35 -> 0.21  · threshold higher · points 10.0/10
- 6 Price / book value per share: 4.48  · threshold <= 1.2 · points 0.0/20
- 7 Price / net current asset value per share (current assets minus all liabilities): 21.32  · threshold <= 0.67 · points 0.0/15

Inputs:
  - Price (close, per traded unit): 261.79 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - current_assets: 3746415000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - current_liabilities: 810686000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - debt_incl_current: 993162000.0 · 2026-06-30 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - Net income FY2021: -949900000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/ · unverified
  - Net income FY2022: -1256145000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/ · unverified
  - Net income FY2023: -1015441000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2024: -109403000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Net income FY2025: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/TWLO/history?filter=div
  - EPS diluted FY2025: 0.21 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - EPS diluted FY2020: -3.35 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/ · unverified
  - equity: 8977808000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · 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 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/R1.htm
  - liabilities: 1860819000.0 · 2026-06-30 · SEC XBRL Liabilities · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified

### Piotroski F-Score: 77.8 (partial: 5) · complete: False · missing tests: 5 · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 23, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski
- 1 Return on assets is positive: 0.3%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 2 Operating cash flow is positive: 1,003M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 3 Return on assets improved on the prior year: -1.1% -> 0.3%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 4 Operating cash flow exceeds net income (accruals): 1,003M vs 34M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 5 Long-term debt / assets fell: None  · threshold pass = 1 · points None/11.11111111111111
- 6 Current ratio improved: 4.20 -> 4.03  · threshold pass = 1 · points 0.0/11.11111111111111
- 7 No new shares issued (share count did not rise): 153M -> 154M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): -1.2% -> 3.1%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 9 Asset turnover (revenue / assets) improved: 0.45 -> 0.52  · threshold pass = 1 · points 11.11111111111111/11.11111111111111

Inputs:
  - net_income 2025-12-31: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - total_assets 2025-12-31: 9770890000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - cfo 2025-12-31: 1003244000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - net_income 2025-12-31: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - net_income 2024-12-31: -109403000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - total_assets 2025-12-31: 9770890000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - total_assets 2024-12-31: 9865472000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - cfo 2025-12-31: 1003244000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - net_income 2025-12-31: 33834000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-017444) · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - current_assets 2025-12-31: 3576728000.0 · 2025-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - current_assets 2024-12-31: 3447299000.0 · 2024-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - current_liabilities 2025-12-31: 887008000.0 · 2025-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - current_liabilities 2024-12-31: 820220000.0 · 2024-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - shares_out 2026-07-24: 153575220.0 · 2026-07-24 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - shares_out 2025-07-25: 153433606.0 · 2025-07-25 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000122/ · unverified
  - operating_income 2025-12-31: 157802000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - operating_income 2024-12-31: -53708000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - revenue 2025-12-31: 5067220000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - revenue 2024-12-31: 4458036000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - revenue 2025-12-31: 5067220000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - revenue 2024-12-31: 4458036000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified
  - total_assets 2025-12-31: 9770890000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/ · unverified
  - total_assets 2024-12-31: 9865472000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/ · unverified

## Market value, source trail

- Formula: 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
- Traded price: 261.79 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 153,575,220 underlying shares, period 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, accession 0001447669-26-000092 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 40,204,456,844 USD; 261.79 (price 2026-10-23) / 1 x 153,575,220 (shares at 2026-07-24) = 40,204,456,844

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2014 (ended 2014-12-31): 88846000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746917000800/
- FY2015 (ended 2015-12-31): 166919000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746918001207/
- FY2016 (ended 2016-12-31): 277335000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746918001207/
- FY2017 (ended 2017-12-31): 399020000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746918001207/
- FY2018 (ended 2018-12-31): 650067000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766921000070/
- FY2019 (ended 2019-12-31): 1134468000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/
- FY2020 (ended 2020-12-31): 1761776000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/
- FY2021 (ended 2021-12-31): 2841839000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/
- FY2022 (ended 2022-12-31): 3826321000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/
- FY2023 (ended 2023-12-31): 4153945000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/
- FY2024 (ended 2024-12-31): 4458036000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/
- FY2025 (ended 2025-12-31): 5067220000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/

## Net income by fiscal year (SEC XBRL)

- FY2014 (ended 2014-12-31): -26758000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746917000800/
- FY2015 (ended 2015-12-31): -35504000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746918001207/
- FY2016 (ended 2016-12-31): -41324000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000104746919000807/
- FY2017 (ended 2017-12-31): -63708000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766920000045/
- FY2018 (ended 2018-12-31): -121949000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766921000070/
- FY2019 (ended 2019-12-31): -307063000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766922000049/
- FY2020 (ended 2020-12-31): -490979000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/
- FY2021 (ended 2021-12-31): -949900000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766924000034/
- FY2022 (ended 2022-12-31): -1256145000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766925000035/
- FY2023 (ended 2023-12-31): -1015441000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/
- FY2024 (ended 2024-12-31): -109403000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/
- FY2025 (ended 2025-12-31): 33834000.0 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2019 (ended 2019-12-31): -2.36 [filed -2.36, split factor 1.0]
- FY2020 (ended 2020-12-31): -3.35 [filed -3.35, split factor 1.0]
- FY2021 (ended 2021-12-31): -5.45 [filed -5.45, split factor 1.0]
- FY2022 (ended 2022-12-31): -6.86 [filed -6.86, split factor 1.0]
- FY2023 (ended 2023-12-31): -5.54 [filed -5.54, split factor 1.0]
- FY2024 (ended 2024-12-31): -0.66 [filed -0.66, split factor 1.0]
- FY2025 (ended 2025-12-31): 0.21 [filed 0.21, split factor 1.0]

## Dividend years (Yahoo history)

none

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-10-05 S Shipchandler Khozema (CEO) 2551 @ 294.53 = 751346 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 1600 @ 293.14 = 469020 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 800 @ 292.33 = 233863 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 501 @ 291.47 = 146025 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 5156 @ 290.24 = 1496476 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 1900 @ 289.13 = 549353 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-10-05 S Shipchandler Khozema (CEO) 1934 @ 288.02 = 557036 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000098/#live
- 2026-09-30 S Viggiano Aidan (CFO) 1110 @ 296.34 = 328934 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 2740 @ 295.60 = 809944 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 3504 @ 294.53 = 1032017 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 750 @ 293.42 = 220065 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 380 @ 292.17 = 111024 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 500 @ 291.35 = 145672 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Viggiano Aidan (CFO) 100 @ 289.68 = 28968 · https://www.sec.gov/Archives/edgar/data/1447669/000196546926000015/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 960 @ 296.29 = 284442 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 2670 @ 295.56 = 789158 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 5168 @ 294.55 = 1522244 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 2330 @ 293.44 = 683724 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 1450 @ 292.10 = 423547 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 1060 @ 291.15 = 308624 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-09-30 S Shipchandler Khozema (CEO) 260 @ 289.98 = 75394 · https://www.sec.gov/Archives/edgar/data/1447669/000173761026000016/#live
- 2026-08-17 S Viggiano Aidan (CFO) 610 @ 233.32 = 142325 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
- 2026-08-17 S Viggiano Aidan (CFO) 310 @ 234.30 = 72633 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
- 2026-08-17 S Viggiano Aidan (CFO) 304 @ 234.95 = 71425 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
- 2026-08-17 S Viggiano Aidan (CFO) 170 @ 238.10 = 40477 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000096/
- 2026-08-12 S Ferguson Scott D. (other) 500000 @ 247.08 = 123540000 · https://www.sec.gov/Archives/edgar/data/1447669/000110465926095185/
- 2026-08-10 S ROTTENBERG ERIKA (director) 628 @ 252.55 = 158601 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-08-10 S ROTTENBERG ERIKA (director) 1504 @ 251.74 = 378617 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-08-10 S ROTTENBERG ERIKA (director) 357 @ 250.83 = 89546 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-08-10 S ROTTENBERG ERIKA (director) 190 @ 253.56 = 48176 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-08-10 S ROTTENBERG ERIKA (director) 334 @ 254.78 = 85097 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-08-10 S ROTTENBERG ERIKA (director) 487 @ 249.17 = 121346 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000094/
- 2026-07-06 S Shipchandler Khozema (CEO) 2300 @ 210.08 = 483184 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-06 S Shipchandler Khozema (CEO) 2891 @ 212.36 = 613933 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-06 S Shipchandler Khozema (CEO) 4434 @ 211.26 = 936727 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-06 S Shipchandler Khozema (CEO) 1060 @ 213.25 = 226045 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-06 S Shipchandler Khozema (CEO) 1000 @ 208.48 = 208480 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-06 S Shipchandler Khozema (CEO) 2773 @ 206.99 = 573983 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/
- 2026-07-02 S Viggiano Aidan (CFO) 8528 @ 205.43 = 1751907 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000075/
- 2026-06-30 S Shipchandler Khozema (CEO) 4286 @ 201.26 = 862600 · https://www.sec.gov/Archives/edgar/data/1447669/000144766926000073/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001447669
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001447669.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001447669&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001447669&type=8-K
- yahoo: https://finance.yahoo.com/quote/TWLO
- stooq: https://stooq.com/q/d/?s=twlo.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=TWLO
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=TWLO
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/twlo/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/TWLO
- openinsider (link only, nothing stored): http://openinsider.com/search?q=TWLO
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=TWLO+stock

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.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.