TWLO Stock Recent News

Twilio (TWLO 5.25%) is a cloud communications company that's known for its application programming interfaces (APIs) that help its clients build software tools to remain in touch with their customers through various channels such as voice, text, email, video, and instant messaging. Its growth has accelerated in recent quarters thanks to the integration of artificial intelligence (AI)-focused tools into its communications platforms.

Twilio (TWLO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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: Vice President of Product for Voice & Video Andy O'Dower will participate in a Voice AI virtual fireside chat with Piper Sandler on Friday, August 22, 2025 at 8:30 a.m. (PT) / 11:30 a.m. (ET). Chief Executive Officer Khozema Shipchandler will participate in.

A lot of money is being spent on artificial intelligence (AI) hardware and software now as organizations and governments across the globe look to benefit from the efficiency and productivity gains that this technology can deliver.

NEW YORK , Aug. 14, 2025 /PRNewswire/ -- Twilio Inc. (NYSE: TWLO) will replace Amedisys Inc. (NASD: AMED) in the S&P MidCap 400 effective prior to the opening of trading on Tuesday, August 19. S&P 500 and S&P 100 constituent UnitedHealth Group Inc. (NYSE: UNH) acquired Amedisys in a deal completed today.

With the stock down more than 20% just since Thursday's release of its second-quarter results, it would be easy to presume the worst of customer-communications technology company Twilio (TWLO 6.83%). That's a pretty big setback in a short period of time, after all, in an environment that's otherwise been mostly bullish.

Twilio's (TWLO 2.95%) stock closed at a record high of $443.49 on Feb. 18, 2021. That was a 2,857% gain from the cloud-based software's company's IPO price of $15 on June 23, 2016, and it would have turned a $34,000 investment into just over $1 million.

Thank the market's over-reaction for TWLO's much needed pullback, since it brings the stock back to our Buy Zones and nearer to its peers' valuations. While the deteriorating gross/ EBIT margins are concerning, we believe that these headwinds are likely to be temporary, as we cycle through the upcoming pricing and cost actions. If anything, TWLO's new launches are already triggering improved cross selling trends, as observed in the higher dollar-based net expansion rate and the growing customer count.

Twilio Inc.'s Q2 results beat expectations, showing strong revenue growth, customer acquisition, and higher FCF margins. Despite a 19% share price drop related to the firm's Q3 guidance, I believe the market overreacted given Twilio's healthy core business metrics. Twilio's dollar-based net expansion rate improved to 108%, and free cash flow grew 2.4X faster than revenue, indicating strong business momentum.

Twilio delivered strong Q2 revenue growth, beating estimates and seeing accelerating customer account additions to a new high. TWLO's profitability continues to improve, with GAAP profitability achieved, free cash flow rising, and share buybacks helping to offset dilution. Q3 EPS guidance was conservative, but management's history of underpromising and overdelivering suggests potential for future beats.