For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in Twilio (TWLO) ten years ago? It may not have been easy to hold on to TWLO for all that time, but if you did, how much would your investment be worth today?
Twilio's Business In-Depth
With that in mind, let's take a look at Twilio's main business drivers.
Headquartered in San Francisco, Twilio Inc. was founded in 2008 and listed on the NYSE in June 2016. Twilio provides a cloud-based customer engagement platform that enables developers and businesses to build, scale and operate real-time communications within software applications.
The company offers highly customizable application programming interfaces, or APIs, for messaging, voice, email, video, authentication and identity. It also provides software products for digital engagement centers, marketing campaigns and customer data management. These capabilities allow customers to embed communications directly into applications and websites and manage interactions across the customer journey.
Twilio’s platform combines communications channels and software solutions with contextual data and AI-powered orchestration. Its Super Network is a software layer that enables customer applications to communicate with connected devices globally. The company’s major offerings include Programmable Messaging, Programmable Voice, SendGrid Email, Verify and other identity products, and Segment, its customer data platform. Messaging, Voice and identity revenues are primarily usage-based, while Email and Segment revenues are primarily subscription-based.
Twilio uses Amazon Web Services to host its platform. Amazon invested in Twilio during the company’s Series E funding round in 2015. Twilio serves organizations ranging from small and medium-sized businesses to large enterprises across many industries. The company ended 2025 with more than 402,000 active customer accounts. Its customer base includes Uber, Facebook, Home Depot, Nordstrom, Netflix, Salesforce and Twitter, among others.
Twilio generated revenues of $5.07 billion in 2025, up approximately 14% from 2024. The company generates the majority of its revenues from customers located in the United States. In 2025, U.S. customers accounted for approximately 64% of total revenues, while customers outside the country contributed the remaining 36%. Its 10 largest customers generated approximately 9% of 2025 revenues. In 2025, revenues from Active Customer Accounts represented more than 99% of total revenues.
Bottom Line
Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For Twilio, if you bought shares a decade ago, you're likely feeling really good about your investment today.
A $1000 investment made in August 2016 would be worth $4,383.04, or a gain of 338.30%, as of August 31, 2026, according to our calculations. This return excludes dividends but includes price appreciation.
The S&P 500 rose 255.54% and the price of gold increased 227.69% over the same time frame in comparison.
Looking ahead, analysts are expecting more upside for TWLO.
Twilio is benefiting from broader adoption of digital customer engagement, rising use of communications APIs and increasing demand for AI-enabled interactions. Growth has broadened across products and geographies, while higher customer expansion and a revamped platform support deeper usage over time. Cost discipline is also translating into better profitability and cash generation, giving Twilio room to invest and repurchase shares. Its balance sheet remains flexible, and management raised its full-year revenue growth, operating income and free cash flow outlook. Product breadth is expanding. Competition, usage sensitivity and macro uncertainty remain risks, while carrier costs and pricing dynamics can affect margins. Even so, better execution, product breadth and AI-led engagement opportunities support an Outperform view.
Shares have gained 20.49% over the past four weeks and there have been 11 higher earnings estimate revisions for fiscal 2026 compared to none lower. The consensus estimate has moved up as well.
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Twilio Inc. (TWLO): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).