Twilio Appoints Doug Robinson to Board of Directors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy TWLO?
Source: Newsfilter
- New Board Member: Twilio announces the immediate appointment of Doug Robinson to its Board of Directors, who previously served as Co-President of Workday and brings extensive experience in scaling global organizations, providing a unique perspective as Twilio aims for market leadership in the AI era.
- Operational Excellence Experience: During his 15 years at Workday, Robinson oversaw global go-to-market efforts and drove continued revenue growth in emerging markets, which is expected to aid Twilio in accelerating its platform expansion and customer retention.
- Strategic Transformation Support: Twilio CEO Khozema Shipchandler noted that Robinson's expertise will support the company's transformation in digital interactions, ensuring Twilio's foundational infrastructure role within the tech stack.
- Forward-Looking Statements: Twilio's statement highlights that future growth and market leadership face risks and uncertainties, and Robinson's leadership will help navigate these challenges to achieve the company's long-term objectives.
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Analyst Views on TWLO
Wall Street analysts forecast TWLO stock price to rise
20 Analyst Rating
14 Buy
4 Hold
2 Sell
Moderate Buy
Current: 119.990
Low
100.00
Averages
146.28
High
185.00
Current: 119.990
Low
100.00
Averages
146.28
High
185.00
About TWLO
Twilio Inc. provides a customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. Its platform provides developers with tools to build, scale, and deploy real-time communications within software applications. Its segments include Twilio Communications (Communications) and Twilio Segment (Segment). The Communications segment consists of a variety of application programming interfaces (APIs) and software solutions to optimize communications between its customers and their end users. Its key offerings in its Communications segment include Messaging, Voice, Email (includes Marketing Campaigns), Flex and User Authentication and Identity. Its Twilio Flex is a digital engagement center for the entire customer journey. Twilio Segment is a customer data platform that provides businesses with the tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a profile.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Twilio Appoints Doug Robinson to Board of Directors
- New Board Member: Twilio announces the immediate appointment of Doug Robinson to its Board of Directors, who previously served as Co-President of Workday and brings extensive experience in scaling global organizations, providing a unique perspective as Twilio aims for market leadership in the AI era.
- Operational Excellence Experience: During his 15 years at Workday, Robinson oversaw global go-to-market efforts and drove continued revenue growth in emerging markets, which is expected to aid Twilio in accelerating its platform expansion and customer retention.
- Strategic Transformation Support: Twilio CEO Khozema Shipchandler noted that Robinson's expertise will support the company's transformation in digital interactions, ensuring Twilio's foundational infrastructure role within the tech stack.
- Forward-Looking Statements: Twilio's statement highlights that future growth and market leadership face risks and uncertainties, and Robinson's leadership will help navigate these challenges to achieve the company's long-term objectives.
See More
Twilio Launches Direct Connections to Enhance Messaging Efficiency
- Direct Connection Advantage: Twilio is now the only CPaaS provider offering direct connections across all major carriers in the U.S. and Canada, enhancing messaging speed and reliability through direct 10DLC connections, thereby improving customer communication experiences.
- Accelerated Onboarding: The new system allows customers to register 10DLC numbers in days instead of weeks, eliminating reliance on third-party aggregators, which significantly speeds up customer onboarding and enhances market responsiveness.
- Traffic Optimization and Reliability: Twilio's Traffic Optimization Engine intelligently manages traffic across networks, ensuring low latency and high deliverability, further solidifying its leadership position in the North American market, with expectations to handle over 2.5 trillion interactions.
- Compliance and Security: Twilio's direct connections provide businesses with a secure and compliant infrastructure that supports real-time interactions, meeting the high standards required for modern enterprise digital communications and facilitating their digital transformation initiatives.
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13D Management Sells Entire Stake in Asbury Automotive Group
- Stake Change: 13D Management completely divested its position in Asbury Automotive Group in Q4 2025, previously holding shares worth $5.2 million, indicating a cautious outlook on the stock's future performance.
- Asset Allocation Shift: The sale eliminated Asbury's 5% allocation in 13D's assets under management, reflecting a reevaluation of its investment portfolio amidst changing market conditions.
- Market Performance: As of February 16, 2026, Asbury's stock price stood at $229.44, down 24.4% over the past year, significantly underperforming the S&P 500 by 36.2 percentage points, raising concerns about its growth prospects.
- Industry Outlook: While Asbury has shown stable growth over the past two years, rising new vehicle costs and high valuations may pressure demand and margins, prompting 13D Management to seek more attractive investment opportunities.
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- Complete Exit: In Q4 2025, 13D Management sold all 21,337 shares of Asbury Automotive Group, previously valued at $5.2 million, indicating a complete withdrawal that may reflect concerns about market prospects.
- Asset Allocation Shift: Asbury accounted for 5.0% of 13D's reportable assets in Q3, but the complete divestment in Q4 suggests a significant decline in the fund's confidence in the company.
- Market Environment Impact: Although Asbury's price-to-earnings ratio stands at 7, indicating relative cheapness, rising costs of new vehicles and a pullback in consumer spending could pressure future demand and margins, prompting 13D to seek more attractive investment opportunities.
- Investment Advisory Warning: Before considering an investment in Asbury Automotive Group, it is advisable to review the top 10 stocks recommended by The Motley Fool's analyst team, as Asbury was not included, reflecting a cautious market outlook on its future performance.
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Twilio Positioned to Benefit from AI Advancements in Voice Strategy
- AI Growth Potential: Needham analysts believe Twilio's growth in the voice segment is driven by its open ecosystem strategy, which enhances customer experience by eliminating data silos, thereby strengthening its CPaaS platform's competitiveness.
- Voice AI Application Outlook: The analyst notes that latency improvements for Voice AI use cases are in the early stages, and as latency decreases, Twilio's use case growth is expected to be exponential, further driving business expansion.
- Market Growth Confidence: Despite a slowdown in CPaaS market growth, Twilio is confident in achieving over 12% revenue growth, supported by new market verticals and an impressive go-to-market engine, showcasing strong execution potential.
- Significant Competitive Advantage: Twilio's developer-led sales strategy and deep technical foundation for building AI solutions enable it to navigate global competition and gross margin pressures in large messaging deals by leveraging innovation and strong customer relationships to avoid price wars.
See More
13D Management LLC Sells Match Group Shares
- Share Reduction Details: 13D Management LLC sold 132,779 shares of Match Group in Q4 2026, resulting in a $4.69 million decrease in quarter-end position value, reflecting the combined effects of share sale and price movement.
- Asset Management Ratio Shift: This sale reduced Match Group's representation in 13F reportable assets from 4.5% to 5.6%, indicating a significant reduction amid broader fund downsizing trends.
- Market Performance Analysis: As of February 13, 2026, Match Group shares were priced at $30.50, down 8.2% year-over-year and underperforming the S&P 500 by 20 percentage points, highlighting intensified market competition and shifting user preferences.
- Investor Focus: The key to Match Group's future growth lies in how its platforms adapt to changing user preferences; despite maintaining 16 positions within approximately $84.05 million in assets, analysts note its absence from top investment stock lists may impact investor confidence.
See More
Twilio Appoints Doug Robinson to Board of Directors
- New Board Member: Twilio announces the immediate appointment of Doug Robinson to its Board of Directors, who previously served as Co-President of Workday and brings extensive experience in scaling global organizations, providing a unique perspective as Twilio aims for market leadership in the AI era.
- Operational Excellence Experience: During his 15 years at Workday, Robinson oversaw global go-to-market efforts and drove continued revenue growth in emerging markets, which is expected to aid Twilio in accelerating its platform expansion and customer retention.
- Strategic Transformation Support: Twilio CEO Khozema Shipchandler noted that Robinson's expertise will support the company's transformation in digital interactions, ensuring Twilio's foundational infrastructure role within the tech stack.
- Forward-Looking Statements: Twilio's statement highlights that future growth and market leadership face risks and uncertainties, and Robinson's leadership will help navigate these challenges to achieve the company's long-term objectives.
See More
Twilio Launches Direct Connections to Enhance Messaging Efficiency
- Direct Connection Advantage: Twilio is now the only CPaaS provider offering direct connections across all major carriers in the U.S. and Canada, enhancing messaging speed and reliability through direct 10DLC connections, thereby improving customer communication experiences.
- Accelerated Onboarding: The new system allows customers to register 10DLC numbers in days instead of weeks, eliminating reliance on third-party aggregators, which significantly speeds up customer onboarding and enhances market responsiveness.
- Traffic Optimization and Reliability: Twilio's Traffic Optimization Engine intelligently manages traffic across networks, ensuring low latency and high deliverability, further solidifying its leadership position in the North American market, with expectations to handle over 2.5 trillion interactions.
- Compliance and Security: Twilio's direct connections provide businesses with a secure and compliant infrastructure that supports real-time interactions, meeting the high standards required for modern enterprise digital communications and facilitating their digital transformation initiatives.
See More
13D Management Sells Entire Stake in Asbury Automotive Group
- Stake Change: 13D Management completely divested its position in Asbury Automotive Group in Q4 2025, previously holding shares worth $5.2 million, indicating a cautious outlook on the stock's future performance.
- Asset Allocation Shift: The sale eliminated Asbury's 5% allocation in 13D's assets under management, reflecting a reevaluation of its investment portfolio amidst changing market conditions.
- Market Performance: As of February 16, 2026, Asbury's stock price stood at $229.44, down 24.4% over the past year, significantly underperforming the S&P 500 by 36.2 percentage points, raising concerns about its growth prospects.
- Industry Outlook: While Asbury has shown stable growth over the past two years, rising new vehicle costs and high valuations may pressure demand and margins, prompting 13D Management to seek more attractive investment opportunities.
See More
13D Management Fully Exits Asbury Automotive Stake
- Complete Exit: In Q4 2025, 13D Management sold all 21,337 shares of Asbury Automotive Group, previously valued at $5.2 million, indicating a complete withdrawal that may reflect concerns about market prospects.
- Asset Allocation Shift: Asbury accounted for 5.0% of 13D's reportable assets in Q3, but the complete divestment in Q4 suggests a significant decline in the fund's confidence in the company.
- Market Environment Impact: Although Asbury's price-to-earnings ratio stands at 7, indicating relative cheapness, rising costs of new vehicles and a pullback in consumer spending could pressure future demand and margins, prompting 13D to seek more attractive investment opportunities.
- Investment Advisory Warning: Before considering an investment in Asbury Automotive Group, it is advisable to review the top 10 stocks recommended by The Motley Fool's analyst team, as Asbury was not included, reflecting a cautious market outlook on its future performance.
See More
Twilio Positioned to Benefit from AI Advancements in Voice Strategy
- AI Growth Potential: Needham analysts believe Twilio's growth in the voice segment is driven by its open ecosystem strategy, which enhances customer experience by eliminating data silos, thereby strengthening its CPaaS platform's competitiveness.
- Voice AI Application Outlook: The analyst notes that latency improvements for Voice AI use cases are in the early stages, and as latency decreases, Twilio's use case growth is expected to be exponential, further driving business expansion.
- Market Growth Confidence: Despite a slowdown in CPaaS market growth, Twilio is confident in achieving over 12% revenue growth, supported by new market verticals and an impressive go-to-market engine, showcasing strong execution potential.
- Significant Competitive Advantage: Twilio's developer-led sales strategy and deep technical foundation for building AI solutions enable it to navigate global competition and gross margin pressures in large messaging deals by leveraging innovation and strong customer relationships to avoid price wars.
See More
13D Management LLC Sells Match Group Shares
- Share Reduction Details: 13D Management LLC sold 132,779 shares of Match Group in Q4 2026, resulting in a $4.69 million decrease in quarter-end position value, reflecting the combined effects of share sale and price movement.
- Asset Management Ratio Shift: This sale reduced Match Group's representation in 13F reportable assets from 4.5% to 5.6%, indicating a significant reduction amid broader fund downsizing trends.
- Market Performance Analysis: As of February 13, 2026, Match Group shares were priced at $30.50, down 8.2% year-over-year and underperforming the S&P 500 by 20 percentage points, highlighting intensified market competition and shifting user preferences.
- Investor Focus: The key to Match Group's future growth lies in how its platforms adapt to changing user preferences; despite maintaining 16 positions within approximately $84.05 million in assets, analysts note its absence from top investment stock lists may impact investor confidence.
See More
