Twilio Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.6%projected annual EPS growth
Analyst Coverage
31analysts covering
FY Revenue (est.)
$6Bnext fiscal year
FY EPS (est.)
$5.93next fiscal year
Monitoring Framework
Key Performance Indicators
Dollar-Based Net Expansion Rate (DBNE) Quarterly114.0%
Organic Revenue Growth Rate Quarterly16.0%Target: 9.5 to 10.5%
Stock-Based Compensation as % of Revenue Quarterly9.7%Target: Under 10%
Watch Items
- Execution on multi-year strategic AI partnerships and RCS adoption rates across enterprise channels.Trigger: Non-GAAP operating margin dropping below 17.5% or organic revenue growth slowing below 8%Action: Re-evaluate long-term AI Voice monetization thesis and reduce valuation target multiple by 15-20%.
- Segment & Communications Cross-Sell Adoption & Retention RatesTrigger: Core communications organic revenue growth deceleration below 8% Y/Y or non-GAAP operating margin compression of >150 bps.Action: Re-evaluate Segment segment valuation contribution and lower medium-term growth projections by 150-200 bps
Research as of 2 Sep 2026