- Investing.com
Cloud Comms Leade | Twilio, a dominant force in cloud communications, faces growth challenges amid improving profitability, stirring mixed analyst reactions |
Financial Resilience | Explore Twilio's Q2 2024 performance, exceeding expectations with $1.08B revenue and $0.87 EPS, showcasing robust profitability improvements |
Strategic Evolution | Delve into Twilio's AI strategy and ISV partnerships, potentially underappreciated growth engines reshaping its competitive landscape |
Market Outlook | Analysts project a $65-$110 price target range, reflecting diverse views on Twilio's ability to navigate macroeconomic headwinds and achieve growth targets |
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Metrics to compare | TWLO | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipTWLOPeersSector | |
---|---|---|---|---|
P/E Ratio | −19.0x | 6.9x | 11.3x | |
PEG Ratio | −0.38 | −0.30 | 0.01 | |
Price/Book | 1.3x | 2.2x | 2.4x | |
Price / LTM Sales | 2.7x | 3.6x | 2.1x | |
Upside (Analyst Target) | −5.9% | 6.2% | 23.2% | |
Fair Value Upside | Unlock | 13.6% | 5.1% | Unlock |