Twilio Boosts Cloud Communication Market Share by 22%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 27 2025
0mins
Should l Buy TWLO?
Source: Yahoo Finance
- Significant Customer Growth: Twilio's active customer accounts surged by 22% year-over-year in Q3 to 392,000, demonstrating strong appeal in the cloud communications market and further solidifying its market position.
- Strong Revenue Growth: The company reported a 22.5% year-over-year increase in earnings per share to $1.25 in Q3, alongside a 15% rise in revenue, indicating significant progress in enhancing profitability.
- Abundant Expansion Opportunities: Management noted that over 20% of customers are using multiple products, highlighting increasing cross-selling opportunities from AI offerings, which are expected to drive higher revenue growth in the future.
- Broad Market Outlook: The CPaaS market is projected to grow at an annual rate of 19%, with Twilio expected to exceed $5 billion in revenue by 2025, showcasing its potential in a rapidly expanding market.
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Analyst Views on TWLO
Wall Street analysts forecast TWLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TWLO is 146.28 USD with a low forecast of 100.00 USD and a high forecast of 185.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
14 Buy
4 Hold
2 Sell
Moderate Buy
Current: 109.050
Low
100.00
Averages
146.28
High
185.00
Current: 109.050
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.
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- Revenue and Earnings Boost: The company reported a 22.5% year-over-year increase in earnings per share to $1.25, alongside a 15% rise in revenue, indicating success in enhancing customer spending and market share.
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- Revenue and Earnings Improvement: The company reported a 22.5% year-over-year increase in earnings per share to $1.25, alongside a 15% rise in revenue, reflecting ongoing enhancements in customer spending and market share, thereby strengthening its financial health.
- AI Products Driving Cross-Selling: Management noted that over 20% of customers are now using multiple products, driven by the growing adoption of its agentic AI and conversational AI solutions, suggesting substantial future cross-selling opportunities and revenue growth potential.
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- Strong Revenue Growth: The company reported a 22.5% year-over-year increase in earnings per share to $1.25 in Q3, alongside a 15% rise in revenue, indicating significant progress in enhancing profitability.
- Abundant Expansion Opportunities: Management noted that over 20% of customers are using multiple products, highlighting increasing cross-selling opportunities from AI offerings, which are expected to drive higher revenue growth in the future.
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- High Call Success Rate: Since integrating Twilio, Genspark's AI agent has achieved a 94.3% call success rate and 99.97% uptime, ensuring call quality and reliability across regions while reducing operational overhead.
- User Growth and Usage: Genspark's Call for Me currently boasts 180,000 unique users globally, with up to 800 outgoing calls daily, and 23% of calls utilizing real-time language translation, highlighting the potential for cross-border communication.
- Future Innovation Directions: Genspark plans to develop additional business-focused capabilities on Twilio's real-time voice platform to expand automation in customer interactions and sales follow-ups, further promoting the adoption of AI-driven calling experiences.
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- Market Reaction: This acquisition is expected to enhance Meta's competitiveness in the AI space, particularly as AI-driven products and services gain prominence, potentially opening new revenue streams for the company.
- Industry Impact: With Meta increasing its investment in AI, this move is likely to spur innovation and development across the industry, especially in social media and digital advertising, potentially prompting other companies to follow suit.
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- Significant Customer Growth: Twilio's active customer accounts surged by 22% year-over-year in Q3 to 392,000, demonstrating strong appeal in the cloud communications market and further solidifying its market position.
- Revenue and Earnings Boost: The company reported a 22.5% year-over-year increase in earnings per share to $1.25, alongside a 15% rise in revenue, indicating success in enhancing customer spending and market share.
- Market Share Potential: Twilio's share in the CPaaS market is expected to grow from 22% in 2025 to 25%, potentially driving revenue to $27 billion by 2034, showcasing robust growth prospects.
- AI-Driven Cross-Selling Opportunities: Management noted that over 20% of customers are using multiple products, indicating that the adoption of AI products provides Twilio with more cross-selling opportunities, thereby driving future earnings growth.
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- Significant Customer Growth: Twilio's active customer accounts surged by 22% year-over-year in Q3 to 392,000, significantly outperforming last year's 4% increase, indicating strong market demand and the company's appeal in the cloud communications sector.
- Revenue and Earnings Improvement: The company reported a 22.5% year-over-year increase in earnings per share to $1.25, alongside a 15% rise in revenue, reflecting ongoing enhancements in customer spending and market share, thereby strengthening its financial health.
- AI Products Driving Cross-Selling: Management noted that over 20% of customers are now using multiple products, driven by the growing adoption of its agentic AI and conversational AI solutions, suggesting substantial future cross-selling opportunities and revenue growth potential.
- Optimistic Market Outlook: The CPaaS market is projected to grow at an annual rate of 19% through 2034, with Twilio expected to exceed $5 billion in revenue by 2025; if its market share increases to 25%, revenues could reach $27 billion by 2034, highlighting its long-term investment potential.
See More
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- Significant Customer Growth: Twilio's active customer accounts surged by 22% year-over-year in Q3 to 392,000, demonstrating strong appeal in the cloud communications market and further solidifying its market position.
- Strong Revenue Growth: The company reported a 22.5% year-over-year increase in earnings per share to $1.25 in Q3, alongside a 15% rise in revenue, indicating significant progress in enhancing profitability.
- Abundant Expansion Opportunities: Management noted that over 20% of customers are using multiple products, highlighting increasing cross-selling opportunities from AI offerings, which are expected to drive higher revenue growth in the future.
- Broad Market Outlook: The CPaaS market is projected to grow at an annual rate of 19%, with Twilio expected to exceed $5 billion in revenue by 2025, showcasing its potential in a rapidly expanding market.
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- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides investors with a useful technical analysis perspective, aiding in trend assessment and optimizing investment decisions.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell “units” that can be created or destroyed based on demand, impacting the supply and demand of underlying assets.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), enabling timely market insights and investment opportunities.
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