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Also trades as: 0LHL.L (LSE) · $vol 1M

TWLO NYSE

Twilio Inc.
1W: -1.7% 1M: -11.3% 3M: +35.1% YTD: +83.9% 1Y: +126.0% 3Y: +377.0% 5Y: -30.3%
$254.56
-9.09 (-3.45%)
Pre-Market: $253.50 (-1.06, -0.42%)
Weekly Expected Move ±9.2%
$214 $238 $262 $286 $310
NYSE · Technology · Software - Infrastructure · Tech Score Neutral · Power 50 · $39.1B mcap · 153M float · 1.75% daily turnover · Short 51% of daily vol
Credit Risk of going bust: lower than 66% of companies Debt: 2.7% of company value Bonds: $67.0M held by 79 funds, 106 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.83 (down 99.7%), Twilio Inc. would be worth roughly what it owes.
Total debt $1.07B against a stock market value of $39.09B.
Distance to default 6.94 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $496.6M (short-term plus half of long-term), stock volatility 61.7%; Altman Z'' 4.69. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Supply Chain Overview

11 relationships
7
As Filer
counterparties named
4
As Counterparty
mentioned by others
4
Rel. Types
2021-05-17
Earliest Filing
2024-04-01
Latest Filing
investor: 3 partner: 2 acquirer: 1 target: 1

Counterparties (Filed by TWLO)

7 relationships

Companies named in TWLO's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Sachem Head Capital Management LP — investor Entered into a cooperation agreement appointing a director and establishing board replacement rights. 2024-04-01 View
Syniverse Corporation — investor Twilio made a minority investment of $750 million in Syniverse and entered into a wholesale agreement for A2P message ro 2022-05-16 View
Syniverse Corporation — partner Partner in Framework Agreement amendment and Merger Agreement 2021-08-17 View
M-3 Brigade Acquisition II Corp. — acquirer Acquirer in Merger Agreement with Syniverse 2021-08-17 View
Blue Steel Merger Sub Inc. — partner Merger Sub in Merger Agreement with Syniverse 2021-08-17 View
Zipwhip, Inc. — target Target company in a merger agreement with Twilio Inc. 2021-05-17 View
Fortis Advisors LLC — investor Representative of certain Zipwhip, Inc. securityholders in the merger agreement. 2021-05-17 View

Mentioned As Counterparty

4 mentions

Other companies that named TWLO in their SEC 8-K filings.

Filed By Relationship Summary Filing Date SEC
KORGW KORE Group Holdings, Inc. customer Sold 5,000,000 shares of common stock to KORE Group Holdings, Inc. for a stock repurchase. 2023-12-13 View
KORGW KORE Group Holdings, Inc. supplier Selling stockholder in a stock repurchase agreement for 5,000,000 shares. 2023-12-12 View
KORGW KORE Group Holdings, Inc. acquirer Target of asset purchase for IoT business 2023-06-02 View
KORGW KORE Group Holdings, Inc. acquirer KORE agreed to purchase the 'internet of things' business of Twilio through an asset purchase transaction. 2023-03-28 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-08-06 Earnings Release; Exhibits View
2026-06-17 Officer/Director Change; Shareholder Vote; Exhibits View
2026-04-30 Earnings Release; Exhibits View
2026-03-24 Officer/Director Change; Regulation FD; Exhibits View
2026-02-12 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-10-30 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-08-07 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-06-11 Amendments to Articles of Incorporation or Bylaws; Submission of Matters to a Vote of Security Holde View
2025-05-01 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-02-13 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-01-23 Results of Operations and Financial Condition; Amendments to Articles of Incorporation or Bylaws; Ot View
2024-12-16 Departure/Election of Directors; Appointment of Officers View
2024-10-30 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-10-04 Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits View
2024-08-01 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-06-10 Submission of Matters to a Vote of Security Holders View
2024-05-07 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2024-04-04 Departure/Election of Directors; Appointment of Officers; Regulation FD Disclosure; Financial Statem View
2024-04-01 Entry into Material Definitive Agreement; Departure/Election of Directors; Appointment of Officers; Agreement View
2024-03-05 Regulation FD Disclosure; Other Events; Financial Statements and Exhibits View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms