Twilio

TWLO

Market cap $18.3B

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that it will participate in the following investor events: Chief Revenue Officer Thomas Wyatt will participate in a fireside chat at the Citizens Technology Conference on Monday, March 2, 2026 at 11:30 a.m. (PT) / 2:30 p.m. (ET). Chief Financial Officer Aidan Viggiano will participate in a fireside chat at the Morgan St.

In Q4 of 2025, Harbor Mid Cap Fund (Institutional Class, "Fund") returned 4.00%, outperforming its benchmark, the Russell Midcap® Index, which returned 0.16%. Contributors to Fund performance included Murphy Oil Corporation, Ulta Beauty, and Raymond James. We added EMCOR Group, Vertiv Holdings and Twilio, and sold Air Lease.

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Twilio Inc. (NYSE: TWLO) stock rose Friday after the cloud communications platform delivered a decisive fourth-quarter earnings beat and issued stronger-than-expected 2026 guidance.

Twilio posted solid fourth-quarter results, driven in part by gains in voice and messaging, but shares slipped on a muted outlook. Twilio CEO, Khozema Shipchandler joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

Twilio (TWLO) delivered strong Q4 2025 results, beating top and bottom line estimates, with accelerating revenue growth and GAAP profitability. TWLO's guidance for 2026 was solid, expecting 11.5%-12.5% reported revenue growth and at least $1.04 billion in free cash flow. Valuation is attractive at just over 20x expected adjusted earnings and 3x sales, notably lower than many AI peers.

TWLO beats Q4 estimates as earnings jump and revenues rise 14% Y/Y, backed by strong margins and upbeat 2026 guidance.

Twilio's Q4 earnings were solid on a non-GAAP basis, but GAAP profitability remains a challenge due to heavy stock-based compensation. AI-driven upside, particularly in voice AI, is still nascent and not yet sufficient to support Twilio's present valuation. Amid a huge correction in software stocks, Twilio hasn't fallen enough to attract bargain hunters yet.

Twilio (TWLO) delivered a Q4 beat-and-raise and issued a robust FY26 growth outlook, yet shares remain down over 20% year-over-year. Despite skepticism around software stocks, TWLO's stable recurring revenue and healthy cash flow multiples support a continued buy rating. TWLO guides to 11.5-12.5% FY26 revenue growth and 18.5% FCF margin, trading at 14.5x EV/FCF and 2.7x EV/revenue.