TWILIO INC: insider trades · United States · SEC (Form 4)

About TWILIO INC

Twilio Inc. (NYSE: TWLO) is a U.S.-listed technology company headquartered in San Francisco, California, in the United States. Founded in 2008, Twilio began by simplifying the complexity of the global telecommunications network and bringing communications to the cloud. Over time, it has evolved into a broader customer engagement platform that combines communications, customer data, and AI orchestration. Twilio serves hundreds of thousands of businesses and millions of developers across more than 180 countries and territories, giving it a truly global operating footprint. ([twilio.com](https://www.twilio.com/en-us/company?utm_source=openai)) From a business-model standpoint, Twilio is organized around several core product families: Messaging, Voice, Email, Flex, and Segment CDP. Messaging and Voice remain the foundational communications layers, while Flex provides a cloud contact-center platform and Segment adds a customer data platform that helps companies unify and activate customer information in real time. This combination allows Twilio to address multiple stages of the customer journey, from acquisition and onboarding to service and retention. Its competitive positioning is anchored in programmable infrastructure, strong developer adoption, and a platform approach that is designed to integrate communications, data, identity, and automation. ([investors.twilio.com](https://investors.twilio.com/investor-relations/)) Recent developments suggest that Twilio has entered a more disciplined phase of execution. In its February 2026 full-year 2025 results, the company reported FY2025 revenue of $5.07 billion and highlighted improved operating profitability and stronger free cash flow generation. Management also raised 2026 guidance, which supports the view that the company is benefiting from better operating leverage and a more focused go-to-market strategy. In 2025 and early 2026, Twilio continued to emphasize AI-driven customer engagement, including a next-generation platform positioned for the “agentic era,” as well as broader product enhancements such as global RCS availability for business messaging and updated Flex capabilities for contact-center deployment. ([twilio.com](https://www.twilio.com/en-us/press/releases/Q4-full-year-2025-earnings?utm_source=openai)) For investors, Twilio represents a communications software and customer-engagement infrastructure play with a global customer base, recurring usage patterns, and increasing exposure to AI-enabled workflows. The investment case centers on platform breadth, product innovation, and margin expansion potential, while competition remains intense across CPaaS, CCaaS, CRM, and cloud software ecosystems.