Twilio
APIs for sending texts, calls, email and WhatsApp messages from software.
Public · NYSE:TWLO- Sector
- Software
- Based in
- San Francisco, United States
- Founded
- 2008
- Invested
- Mar 2023
Twilio lets developers add communications to their software through APIs: text messages, voice calls, WhatsApp and other chat channels, video and, through SendGrid, email. Businesses use it for things like login codes, delivery updates and contact centres.
It also sells Segment, a customer data platform, and tools for building AI voice and chat agents on top of its messaging network.
Jeff Lawson, Evan Cooke and John Wolthuis founded Twilio in San Francisco in 2008. It listed on the New York Stock Exchange in 2016.
As of 29 Sep 2026
Why I own it
Twilio is the plumbing that lets software send texts, calls and emails. When a bank sends a login code or a delivery app sends an update, it's often Twilio underneath.
AI agents that talk to customers still have to reach them through phones and messages, reliably and within each country's rules. That's infrastructure I expect to be used more, not less.
From the notebook
All notesHeard on X
Twilio marks its first day inside the S&P 500
Twilio posted a quick celebration on X after S&P Dow Jones Indices added the stock to the S&P 500 before trading opened on 6 October, taking the spot vacated by Warner Bros Discovery as its Paramount Skydance takeover nears completion. The move also shifts Twilio out of the S&P MidCap 400, where FormFactor steps into its old slot. Being in the flagship index means funds that track it are required to hold the stock, a mechanical source of demand rather than a verdict on the business.
Since this note:Twilio −1.7%(S&P 500 −0.7%)
Then & now
Twilio priced its 2016 IPO at $15. It just marked 10 years on the NYSE
Twilio's IPO was priced at $15 a share in June 2016 and closed its first day at $28.79. Ten years on, CEO Khozema Shipchandler marked the NYSE anniversary this June by thanking the company's 5,500 employees and alumni and framing Twilio as infrastructure for AI-powered businesses. The stock now trades near $295, roughly 20 times that IPO price.
Since this note:Twilio −6.4%(S&P 500 +0.6%)
Written by AI from share prices, the companies' posts and the news. Can be wrong; not financial advice.
Latest on X
@twilio- Twilio@twilio · 7 OctCheers to the newest member of the S&P 500! 🎉
1120 - Twilio@twilio · 6 Oct@OpenAI DevDay had plenty of announcements, but Dots are what we keep thinking about. Dots are AI agents that keep working between chats. You can even call one inside ChatGPT.
What would you put an AI agent on speed dial for?
2114 - Twilio@twilio · 2 OctYou had us at the first one 💘
2011 - Twilio@twilio · 30 SeptIs AI making devs better or worse at coding? 🤔 Mica, our Principal, Developer Educator, weighs in.
007 - Twilio@twilio · 26 SeptHow does one of the world’s largest retailers get customers to actually answer?
Join @thehomedepot, @Google, and Twilio on October 7 for two virtual conversations on how branded communications and RCS are changing the way businesses connect with customers.
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