--- title: "TWLO Twilio" canonical: "https://supercyclehq.com/stock/twilio" type: "stock" dataAsOf: "2026-11-06" ticker: "TWLO" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Twilio (TWLO) Twilio is a cloud communications company. ## AI Exposure Score **15/100, Peripheral.** Sells communications APIs and customer data tools, adding AI assistants and predictive features for engagement workflows. AI is a product enhancement, with revenue driven by messaging and voice usage volumes. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $202.02 | | Change 1d | +0.53% | | Change 7d | -1.47% | | Change 30d | -26.74% | | Change 1y | +58.22% | | 52-week high | $301.27 | | 52-week low | $108.49 | | Market cap | $31.3B | | P/E | 25.38 | | EPS | $7.96 | | Next earnings | 2026-10-29 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | San Francisco, California | | CEO | Khozema Zoher Shipchandler | | Employees | 5,625 | | Website | https://www.twilio.com | | Buildout layers | [AI Applications](https://supercyclehq.com/category/ai-saas), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Twilio is a cloud communications company. It sells APIs that let businesses send messages, make calls, and manage customer data, and it earns revenue mainly from usage of those messaging and voice services along with its customer data platform. AI is layered on top of that communications core. Twilio's products include CustomerAI, Segment AI for customer data, predictive audiences that forecast customer behavior, and AI assistants for engagement workflows. These features help businesses personalize and automate how they talk to customers. Founded in 2008 and headquartered in San Francisco, Twilio trades on the NYSE, employs roughly 5,600 people, and is led by CEO Khozema Shipchandler. ## Role in the AI buildout Twilio spans the AI Applications and Cloud & Hyperscalers layers. Its platform gives businesses the communication rails and customer data that AI-powered engagement tools need, and products like CustomerAI and predictive audiences turn that data into automated workflows. Still, AI is a product enhancement here: revenue is driven by messaging and voice usage volumes rather than AI demand, so Supercycle scores Twilio's AI exposure at 15 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $169.6M | 1.36% | new | 2026-06-30 | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $148.6M | 1.33% | trimmed | 2026-06-30 | ## Recent news - [TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?](https://finance.yahoo.com/markets/stocks/articles/twlo-declines-12-since-q3-135200566.html?.tsrc=rss) (source, 2026-11-05) - [Should Twilio Stock Holders Look At Fortinet Instead?](https://www.trefis.com/stock/twlo/articles/622283/should-twilio-stock-holders-look-at-fortinet-instead/2026-11-04?.tsrc=rss) (source, 2026-11-04) - [Brokers Suggest Investing in Twilio (TWLO): Read This Before Placing a Bet](https://finance.yahoo.com/markets/stocks/articles/brokers-suggest-investing-twilio-twlo-133003362.html?.tsrc=rss) (source, 2026-11-04) - [Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock](https://finance.yahoo.com/markets/stocks/articles/know-beyond-why-twilio-inc-130002886.html?.tsrc=rss) (source, 2026-11-04) - [Prediction: This Artificial Intelligence (AI) Software Stock Will Outperform Palantir, According to Wall Street (Hint: It’s Significantly Cheaper)](https://www.fool.com/investing/2026/11/03/prediction-this-artificial-intelligence-ai-software-stock-will-outperform-palantir-according-to-wall-street-hint-it-s-significantly-cheaper/?.tsrc=rss) (source, 2026-11-03) ## FAQ ### What does Twilio do? Twilio sells cloud communications APIs for messaging, voice, and email, plus the Segment customer data platform. Businesses use it to reach customers, and Twilio earns revenue mainly from usage of those services. ### How is Twilio exposed to AI? Modestly. Supercycle scores it 15 out of 100. Twilio adds AI assistants and predictive features to its engagement tools, but revenue is still driven by messaging and voice usage volumes rather than AI adoption. ### What are Twilio's main AI products? Twilio CustomerAI, Twilio Segment AI, predictive audiences, and AI assistants. These sit on top of its communications APIs and customer data platform, helping businesses personalize and automate customer engagement. ### Where is Twilio headquartered and who leads it? Twilio is headquartered in San Francisco, California, and led by CEO Khozema Shipchandler. The company was founded in 2008, trades on the NYSE, and employs roughly 5,600 people. --- Source: https://supercyclehq.com/stock/twilio. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.