Auf dieser Seite
TWLO Klasse A Twilio Inc. Class A Common Stock
NYSE · Technology · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Aug 7, 2026
$294,58
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$99,2352-Wochen-Tief
$305,9552-Wochen-Hoch
Marktkapitalisierung
$44.90B
P/E (TTM)
40.9
EPS (TTM)
$7.20
Umsatz (TTM)
$5.57B
Ihre Abzeichen
52W-Spanne
$99–$306
Analystenbewertung
BUY
Kursziel
$263
P/E
40.9
ROE
13.5%
Nettogewinnmarge
20.6%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
TWLO Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$294.58
Marktkapitalisierung
$44.90B
P/E (TTM)
40.9
EPS (TTM)
$7.20
Umsatz (TTM)
$5.57B
ROE (TTM)
13.5%
52W-Spanne
$99–$306
TWLO Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Spanne
Balken
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
Über Twilio Inc. Class A Common Stock Unternehmensübersicht von Wikipedia
Twilio ist ein US-amerikanisches Unternehmen, welches eine Cloud-Kommunikationsplattform als Platform as a Service betreibt. Es hat seinen Sitz in San Francisco. Mit Twilio können Softwareentwickler und Unternehmen mithilfe einer Webdienst-Programmierschnittstelle programmgesteuert Anrufe tätigen und empfangen, Textnachrichten senden und empfangen sowie andere Kommunikationsfunktionen ausführen. 2018 wurde das Angebot von Twilio von über 60.000 Unternehmen genutzt, darunter Uber und Airbnb.
Geschichte
Twilio wurde 2008 von Jeff Lawson, Evan Cooke und John Wolthuis gegründet und hatte seinen Sitz ursprünglich in Seattle und San Francisco.
Die erste große Berichterstattung über Twilio in der Presse im November 2008 war das Ergebnis einer von Jeff Lawson erstellten Anwendung, mit der Investor Dave McClure dem TechCrunch-Gründer und Herausgeber Michael Arrington einen Streich spielte. Einige Tage später, am 20. November 2008, startete das Unternehmen Twilio Voice, eine Programmierschnittstelle zum Tätigen und Empfangen von Telefonanrufen, die vollständig in der Cloud gehostet werden. Twilios SMS-Programm wurde im Februar 2010 veröffentlicht, und SMS-Shortcodes wurden im Juli 2011 veröffentlicht.
Twilio sammelte Wagniskapital in Höhe von rund 240 Millionen US-Dollar. Twilio erhielt im März 2009 seine erste Finanzierungsrunde für einen nicht genannten Betrag, der angeblich rund 250.000 US-Dollar betrug. Darauf folgten mehrere weitere Finanzierungsrunden. Zu den Investoren gehörten der Founders Fund und Bessemer Venture Partners. 2016 ging das Unternehmen an die Börse. Mitte des Jahres 2020 überschritt die Marktkapitalisierung des Unternehmens die Schwelle von 30 Milliarden US-Dollar.
2022 wurde Twilio mit einem Phishingangriff gehackt. Infolge dieser erfolgreichen Supply-Chain-Attacke konnten die Hacker Registrierungs-SMS verschicken und so Socialmediakonten von fremden Nutzern kapern.
Akquisitionen
Authy (2015)
Tikal Technologies (2016)
Beepsend (2017)
Ytica (2018)
SendGrid (2018)
Core Network Dynamics GmbH (2018)
Electric Imp (2020)
Segment (2020)
Ionic Security (2021)
Zipwhip (2021)
Quelle: Wikipedia, CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
SektorTechnology
BrancheTechnology
Mitarbeiter5.492
LandUS
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz$5.07B2018-12-31 → 2025-12-31
EPS$0.212019-12-31 → 2025-12-31
Freier Cashflow·2018-12-31 → 2020-12-31
Nettogewinnmarge20.6%2018-12-31 → 2025-12-31
Bewertung & Kennzahlen
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | TWLO | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | 40.95-Jahres-Durchschnitt ≈88.9 | ≈88.9 | 57.4 | Unterbewertet | |
| P/S | 8.95-Jahres-Durchschnitt ≈3.4 | ≈3.4 | 8.5 | Unterbewertet | |
| P/B (K/B) | 5.75-Jahres-Durchschnitt ≈1.8 | ≈1.8 | 10.9 | Unterbewertet | |
| Price / Cash Flow (Kurs / Cashflow) | 44.85-Jahres-Durchschnitt ≈10.5 | ≈10.5 | 17.4 | Überbewertet | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 18.85-Jahres-Durchschnitt ≈6.2 | ≈6.2 | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | TWLO | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Bruttogewinnmarge (TTM) | 48.5%5-Jahres-Durchschnitt ≈49.2% | ≈49.2% | 69.4% | Schwach | |
| Betriebsgewinnmarge (TTM) | 5.2%5-Jahres-Durchschnitt ≈-12.7% | ≈-12.7% | 6.5% | Im Einklang | |
| EBITDA-Marge (TTM) | 8.1%5-Jahres-Durchschnitt ≈-7.0% | ≈-7.0% | 6.5% | Im Einklang | |
| Vorgewinnmarge (TTM) | 3.1%5-Jahres-Durchschnitt ≈-14.3% | ≈-14.3% | 7.5% | Schwach | |
| Nettogewinnmarge (TTM) | 20.6%5-Jahres-Durchschnitt ≈-14.8% | ≈-14.8% | 9.9% | Spitzenklasse | |
| ROA (TTM) | 11.1%5-Jahres-Durchschnitt ≈-4.7% | ≈-4.7% | 1.4% | Unterdurchschnittlich | |
| ROE (TTM) | 13.5%5-Jahres-Durchschnitt ≈-5.8% | ≈-5.8% | -5.0% | Spitzenklasse | |
| ROIC | 1.2%5-Jahres-Durchschnitt ≈-5.1% | ≈-5.1% | 0.53% | Spitzenklasse |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
| Kennzahl | 5-Jahres-Trend | TWLO | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Liquiditätsgrad (MRQ) | 4.65-Jahres-Durchschnitt ≈5.3 | ≈5.3 | 1.4 | Starke Liquidität | |
| Quick Ratio | 1.55-Jahres-Durchschnitt ≈1.5 | ≈1.5 | 1.0 | Starke Liquidität |
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | TWLO | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 13.7%5-Jahres-Durchschnitt ≈25.1% | ≈25.1% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 9.8%5-Jahres-Durchschnitt ≈19.7% | ≈19.7% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 23.5% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | TWLO | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 0.55-Jahres-Durchschnitt ≈0.4 | ≈0.4 | 0.5 | Im Einklang | |
| Receivables Turnover (Forderungsumschlag) | 8.35-Jahres-Durchschnitt ≈7.9 | ≈7.9 | 5.9 | Spitzenklasse | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$922.7K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
12.2%
Nächster Bericht
Okt 28, 2026
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | Aug 5, 2026 | $1.47 | $1.34 | 9.3% |
| 31. März 2026 | $1.50 | $1.30 | 15.5% | |
| 31. Dezember 2025 | $1.33 | $1.26 | 5.5% | |
| 30. September 2025 | $1.25 | $1.11 | 13.1% | |
| 30. Juni 2025 | $1.19 | $1.07 | 11.5% | |
| 31. März 2025 | $1.14 | $0.96 | 18.5% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
Liquidität & Solvenz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.32 | $52.11 | $53.49 | $56.78 | · | $51.53 | · | $4.38 | $3.83 | $3.78 | · | |
| Revenue / Share | $31.71 | $26.87 | $22.66 | $20.91 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $6.28 | $4.32 | $2.26 | $-1.39 | · | · | · | · | · | · | · | |
| Cash / Share | $4.48 | $2.76 | $3.61 | $3.50 | · | $5.69 | · | $4.87 | $1.23 | $3.50 | · | |
| EPS (TTM) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | · | 153,119,639 | 153,228,766 | 153,345,192 | · | 159,091,110 | 170,222,104 | 181,017,726 | · | 181,749,309 | 183,490,982 | 186,403,349 | · | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | · | 159,209,951 | 159,691,758 | 161,794,287 | · | 159,091,110 | 170,222,104 | 181,017,726 | · | 181,749,309 | 183,490,982 | 186,403,349 | · | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
Bilanz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
Cashflow
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
Rentabilität
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
Liquidität & Solvenz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
Effizienz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
Pro Aktie
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.39 | $8.92 | · | $8.17 | $7.69 | $7.25 | · | $7.13 | $6.36 | $5.78 | · | $5.69 | $5.66 | $5.40 | · | $5.35 | |
| Cash Flow / Share | · | $0.97 | · | · | · | $1.18 | · | · | · | $1.05 | · | · | · | $-0.53 | · | · | |
| EPS (TTM) | $7.20 | $0.66 | · | $0.39 | $0.10 | $-0.23 | · | $-2.57 | $-3.29 | $-4.01 | · | $-4.76 | $-6.61 | $-7.47 | · | $-7.27 |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.57B | $5.30B | · | $4.90B | $4.73B | $4.58B | · | $4.34B | $4.24B | $4.19B | · | $4.10B | $4.05B | $3.96B | · | $3.64B | |
| Net Income TTM | $1.15B | $104M | · | $67M | $20M | $-34M | · | $-462M | $-594M | $-729M | · | $-879M | $-1.22B | $-1.38B | · | $-1.32B | |
| P/E | 28.7 | 190.6 | · | 256.6 | 1243.6 | -425.7 | · | -25.4 | -17.3 | -15.2 | · | -12.3 | -9.6 | -8.9 | · | -9.5 | |
| Earnings Yield | 3.5% | 0.52% | · | 0.39% | 0.08% | -0.23% | · | -3.9% | -5.8% | -6.6% | · | -8.1% | -10.4% | -11.2% | · | -10.5% |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Umsatz | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Bruttogewinnmarge % | 48.9% | 51.1% | 49.2% | 47.4% | · |
| Betriebsgewinnmarge % | 3.1% | -1.2% | -21.1% | -31.5% | · |
| Nettoergebnis | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| Verwässerte EPS | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Liquiditätsgrad | 4.0 | 4.2 | 6.6 | 6.2 | · |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · |
Keine Daten für diese Aufstellung
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
Institutionelle Eigentümer (13F) 1.078 Einreicher · $31.3B gesamt · Stand 30. September 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Inhaber
1.078
Gehaltener Wert
$31.3B
Neue Positionen
237
Geschlossene Positionen
61
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 237 (+126 vs. Vorquartal) | 61 (-58 vs. Vorquartal) | 330 (+11 vs. Vorquartal) | 317 (+30 vs. Vorquartal) | +5.3M |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $3.431.272.592 | 16.630.023 | 10,97% | Aktien |
| JPMORGAN CHASE & CO | $2.429.770.277 | 12.224.027 | 7,77% | Aktien |
| FMR LLC | $2.326.025.924 | 11.273.330 | 7,44% | Aktien |
| VANGUARD GROUP INC | $2.197.549.112 | 15.449.586 | 7,03% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.577.093.259 | 7.643.548 | 5,04% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.413.268.271 | 6.849.553 | 4,52% | Aktien |
| STATE STREET CORP | $1.237.688.456 | 5.998.587 | 3,96% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $591.745.570 | 2.875.569 | 1,89% | Aktien |
| ALKEON CAPITAL MANAGEMENT LLC | $481.924.981 | 2.335.700 | 1,54% | Aktien |
| ROYAL BANK OF CANADA | $464.290.000 | 2.250.229 | 1,48% | Aktien |
| Pictet Asset Management Holding SA | $463.625.044 | 2.247.629 | 1,48% | Aktien |
| Jericho Capital Asset Management L.P. | $452.369.240 | 2.192.455 | 1,45% | Aktien |
| NORGES BANK | $399.359.762 | 1.935.539 | 1,28% | Aktien |
| Durable Capital Partners LP | $380.916.748 | 1.846.153 | 1,22% | Aktien |
| Capital World Investors | $368.709.440 | 1.786.989 | 1,18% | Aktien |
| MORGAN STANLEY | $357.391.804 | 1.732.134 | 1,14% | Aktien |
| NORTHERN TRUST CORP | $350.553.020 | 1.698.992 | 1,12% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $296.023.162 | 1.435.153 | 0,95% | Aktien |
| NORDEA INVESTMENT MANAGEMENT AB | $253.171.686 | 1.271.006 | 0,81% | Aktien |
| Polar Capital Holdings Plc | $248.623.936 | 1.204.982 | 0,80% | Aktien |
| GOLDMAN SACHS GROUP INC | $239.392.525 | 1.160.241 | 0,77% | Aktien |
| Amundi | $237.443.341 | 1.150.794 | 0,76% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232.601.586 | 1.127.328 | 0,74% | Aktien |
| SRS Investment Management, LLC | $221.945.673 | 1.075.683 | 0,71% | Aktien |
| BANK OF AMERICA CORP /DE/ | $209.798.249 | 1.016.809 | 0,67% | Aktien |
| Bank of New York Mellon Corp | $199.102.148 | 964.969 | 0,64% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $198.761.609 | 963.319 | 0,64% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $186.708.017 | 904.900 | 0,60% | Kaufoption |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $185.430.370 | 1.473.775 | 0,59% | Aktien |
| Legal & General Group Plc | $185.041.912 | 896.825 | 0,59% | Aktien |
| CITADEL ADVISORS LLC | $182.375.087 | 883.900 | 0,58% | Kaufoption |
| UBS Group AG | $180.100.918 | 872.878 | 0,58% | Aktien |
| Qube Research & Technologies Ltd | $176.258.847 | 854.257 | 0,56% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $172.739.476 | 837.200 | 0,55% | Verkaufsoption |
| Allspring Global Investments Holdings, LLC | $172.453.835 | 824.034 | 0,55% | Aktien |
| DEUTSCHE BANK AG\ | $172.382.937 | 835.472 | 0,55% | Aktien |
| FRED ALGER MANAGEMENT, LLC | $171.447.231 | 830.937 | 0,55% | Aktien |
| Whale Rock Capital Management LLC | $169.555.391 | 821.768 | 0,54% | Aktien |
| Balyasny Asset Management L.P. | $155.900.472 | 755.588 | 0,50% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $155.863.745 | 755.410 | 0,50% | Aktien |
| Atreides Management, LP | $148.627.340 | 720.338 | 0,48% | Aktien |
| Quantinno Capital Management LP | $139.829.667 | 677.699 | 0,45% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.742.650 | 657.891 | 0,43% | Aktien |
| JANE STREET GROUP, LLC | $133.309.813 | 646.100 | 0,43% | Kaufoption |
| Sachem Head Capital Management LP | $127.924.600 | 620.000 | 0,41% | Aktien |
| FIRST TRUST ADVISORS LP | $121.174.730 | 587.288 | 0,39% | Aktien |
| EARNEST PARTNERS LLC | $116.669.505 | 565.451 | 0,37% | Aktien |
| VOYA INVESTMENT MANAGEMENT LLC | $115.678.194 | 560.646 | 0,37% | Aktien |
| 1832 Asset Management L.P. | $114.616.315 | 555.500 | 0,37% | Aktien |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.210.000 | 529.299 | 0,35% | Aktien |
Aktivisten & 5%+-Eigentümer 2 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| Twilio Inc. ×2 Einreichungen | 9. August 2021 | · | Erste Einreichung | · | SEC |
| DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 Einreichungen | 7. März 2019 | · | Erste Einreichung | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Unternehmensinsider 25 Insider · 12 Führungskräfte · 14 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 30. September 2026 S | 193.305 | 0 | 42 | $-34.995.088 |
| Jeff Lawson | Chief Executive Officer | 28. Juni 2023 J | 1.022.705 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 30. September 2026 S | 99.246 | 0 | 36 | $-12.964.415 |
| Lee Kirkpatrick | Chief Financial Officer | 15. Oktober 2018 C | 30.582 | 0 | 0 | $0 |
| DONIO ELENA A. | President, Data & Applications | 20. November 2023 S | 404.832 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28. Juni 2016 J | 0 | 0 | 0 | $0 |
| Dana Wagner | Chief Legal Officer, Secretary | 31. Dezember 2024 S | 32.590 | 0 | 0 | $0 |
| Eyal Manor | Chief Product Officer | 22. Februar 2023 S | 172.099 | 0 | 0 | $0 |
| Marc Boroditsky | Chief Revenue Officer | 21. März 2022 A | 82.091 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 3. Dezember 2021 G | 2.280 | 0 | 0 | $0 |
| George Hu | Strategic Advisor | 11. November 2021 M | 98.870 | 0 | 0 | $0 |
| Chee Chew | Chief Product Officer | 17. Mai 2021 S | 109.480 | 0 | 0 | $0 |
| Charles H Bell | Direktor | 15. September 2026 A | 18.565 | 0 | 0 | $0 |
| Douglas A. Robinson | Direktor | 15. September 2026 A | 4.228 | 0 | 0 | $0 |
| Miyuki Suzuki | Direktor | 15. September 2026 A | 18.170 | 0 | 0 | $0 |
| Donna Dubinsky | Direktor | 15. September 2026 G | 22.698 | 0 | 0 | $0 |
| Erika Rottenberg | Direktor | 15. September 2026 G | 28.237 | 0 | 10 | $-1.825.622 |
| Jeffrey R Immelt | Direktor | 15. September 2026 A | 1.463 | 0 | 0 | $0 |
| Jeff Epstein | Direktor | 15. September 2026 A | 40.367 | 0 | 0 | $0 |
| PATRICK DEVAL L | Direktor | 15. September 2026 A | 19.055 | 0 | 0 | $0 |
| Byron B Deeter | Direktor | 5. Juni 2024 A | 27.073 | 0 | 0 | $0 |
| Richard L Dalzell | Direktor | 12. Juni 2023 A | 19.557 | 0 | 0 | $0 |
| James Mcgeever | Direktor | 12. Juni 2017 A | 6.005 | 0 | 0 | $0 |
| Scott Campbell Raney | Direktor | 9. Februar 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | 10%-Eigentümer | 20. Dezember 2016 J | 750.000 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 102 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| FMTM · EA Series Trust | 3,28% | 41.869 NS | 31. Juli 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 2,50% | 578 NS | 31. Juli 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 2,33% | 26.391 SH | 1. Oktober 2026 | Täglich |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149.758 SH | 19. August 2026 | Täglich |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,50% | 20.961 SH | 1. Oktober 2026 | Täglich |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,27% | 164.868 NS | 31. Juli 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,20% | 21.900 SH | 1. Oktober 2026 | Täglich |
| IQSM · New York Life Investments ETF Trust | 1,01% | 16.842 NS | 31. Juli 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,87% | 96.873 NS | 31. Juli 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2.010.799 SH | 19. August 2026 | Täglich |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245.170 SH | 19. August 2026 | Täglich |
| PTMC · Pacer Funds Trust | 0,84% | 16.694 NS | 31. Juli 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,76% | 588 NS | 31. Juli 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,72% | 23.580 NS | 31. Juli 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,70% | 15.726 NS | 31. Juli 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,64% | 2.229 NS | 31. Juli 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,59% | 19.440 NS | 31. Juli 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,48% | 169.520 NS | 31. Juli 2026 | N-PORT |
| IMCG · iShares Trust | 0,46% | 79.903 SH | 11. September 2026 | Täglich |
| NULC · Nushares ETF Trust | 0,43% | 1.535 NS | 31. Juli 2026 | N-PORT |
| VLUE · iShares Trust | 0,38% | 156.036 SH | 11. September 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3.481.229 SH | 19. August 2026 | Täglich |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1.741.716 SH | 19. August 2026 | Täglich |
| SUSA · iShares Trust | 0,30% | 52.371 SH | 11. September 2026 | Täglich |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,30% | 12.835 SH | 1. Oktober 2026 | Täglich |
| IWS · iShares Trust | 0,29% | 187.886 SH | 11. September 2026 | Täglich |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 35.118 NS | 31. Juli 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 11.501 NS | 31. Juli 2026 | N-PORT |
| TECB · iShares Trust | 0,27% | 5.797 SH | 11. September 2026 | Täglich |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 110.529 NS | 31. Juli 2026 | N-PORT |
| IWR · iShares Trust | 0,25% | 606.181 SH | 11. September 2026 | Täglich |
| IMCB · iShares Trust | 0,23% | 16.941 SH | 11. September 2026 | Täglich |
| JHAI · Janus Detroit Street Trust | 0,23% | 272 NS | 31. Juli 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 4.154 SH | 11. September 2026 | Täglich |
| EUSA · iShares, Inc. | 0,21% | 17.585 SH | 11. September 2026 | Täglich |
| SMDX · Tidal Trust III | 0,21% | 1.353 NS | 31. Juli 2026 | N-PORT |
| MTUM · iShares Trust | 0,20% | 209.017 SH | 11. September 2026 | Täglich |
| FFSM · FIDELITY COVINGTON TRUST | 0,19% | 14.639 NS | 31. Juli 2026 | N-PORT |
| IYW · iShares Trust | 0,17% | 183.245 SH | 11. September 2026 | Täglich |
| FTEC · FIDELITY COVINGTON TRUST | 0,17% | 170.338 NS | 31. Juli 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,16% | 1.333.597 SH | 19. August 2026 | Täglich |
| IGM · iShares Trust | 0,16% | 71.470 SH | 11. September 2026 | Täglich |
| IWP · iShares Trust | 0,15% | 123.334 SH | 11. September 2026 | Täglich |
| GARP · iShares Trust | 0,14% | 19.054 SH | 11. September 2026 | Täglich |
| EVUS · iShares Trust | 0,14% | 2.327 SH | 11. September 2026 | Täglich |
| ACWV · iShares, Inc. | 0,14% | 20.478 SH | 11. September 2026 | Täglich |
| USXF · iShares Trust | 0,13% | 8.544 SH | 11. September 2026 | Täglich |
| QLC · FlexShares Trust | 0,13% | 6.720 NS | 31. Juli 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,13% | 99.381 NS | 31. Juli 2026 | N-PORT |
| ESMV · iShares Trust | 0,12% | 39 SH | 11. September 2026 | Täglich |
| DFSU · Dimensional ETF Trust | 0,11% | 12.904 NS | 31. Juli 2026 | N-PORT |
| ESGU · iShares Trust | 0,11% | 81.666 SH | 11. September 2026 | Täglich |
| ILCG · iShares Trust | 0,10% | 13.971 SH | 11. September 2026 | Täglich |
| REVS · Columbia ETF Trust I | 0,10% | 1.720 NS | 31. Juli 2026 | N-PORT |
| SUSL · iShares Trust | 0,10% | 5.088 SH | 11. September 2026 | Täglich |
| DSI · iShares Trust | 0,09% | 22.087 SH | 11. September 2026 | Täglich |
| VEGN · ETF Series Solutions | 0,09% | 845 NS | 31. Juli 2026 | N-PORT |
| IUSG · iShares Trust | 0,09% | 133.529 SH | 11. September 2026 | Täglich |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 3.124 SH | 19. August 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,09% | 213.397 NS | 31. Juli 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,09% | 30.084 NS | 31. Juli 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 2.184 SH | 1. Oktober 2026 | Täglich |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 2.624 SH | 1. Oktober 2026 | Täglich |
| IWD · iShares Trust | 0,08% | 280.736 SH | 11. September 2026 | Täglich |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31. Juli 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 76.055 SH | 19. August 2026 | Täglich |
| DCOR · Dimensional ETF Trust | 0,07% | 11.318 NS | 31. Juli 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,07% | 1.844 NS | 31. Juli 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,06% | 24.925 SH | 1. Oktober 2026 | Täglich |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 21.244 SH | 1. Oktober 2026 | Täglich |
| USCL · iShares Trust | 0,06% | 7.576 SH | 11. September 2026 | Täglich |
| ESGG · FlexShares Trust | 0,06% | 323 NS | 31. Juli 2026 | N-PORT |
| ILCB · iShares Trust | 0,05% | 2.820 SH | 11. September 2026 | Täglich |
| IYY · iShares Trust | 0,05% | 6.534 SH | 11. September 2026 | Täglich |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33.441 SH | 19. August 2026 | Täglich |
| ESG · FlexShares Trust | 0,05% | 330 NS | 31. Juli 2026 | N-PORT |
| IWB · iShares Trust | 0,05% | 102.047 SH | 11. September 2026 | Täglich |
| ITOT · iShares Trust | 0,05% | 196.895 SH | 11. September 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,05% | 29.732 NS | 31. Juli 2026 | N-PORT |
| IWV · iShares Trust | 0,05% | 40.614 SH | 11. September 2026 | Täglich |
| GLOF · iShares Trust | 0,05% | 391 SH | 11. September 2026 | Täglich |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 19.907 NS | 31. Juli 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 2.442 NS | 31. Juli 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 6.891 SH | 1. Oktober 2026 | Täglich |
| DFUS · Dimensional ETF Trust | 0,04% | 44.833 NS | 31. Juli 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 4.817.826 SH | 19. August 2026 | Täglich |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24.381 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12.448 SH | 19. August 2026 | Täglich |
| TOV · EA Series Trust | 0,04% | 548 NS | 31. Juli 2026 | N-PORT |
| TOK · iShares Trust | 0,04% | 398 SH | 11. September 2026 | Täglich |
| CRBN · iShares Trust | 0,04% | 1.858 SH | 11. September 2026 | Täglich |
| URTH · iShares, Inc. | 0,04% | 12.939 SH | 11. September 2026 | Täglich |
| TILT · FlexShares Trust | 0,03% | 3.634 NS | 31. Juli 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 46.753 SH | 11. September 2026 | Täglich |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 123.442 SH | 19. August 2026 | Täglich |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 1.982 SH | 19. August 2026 | Täglich |
| DYNF · BlackRock ETF Trust | 0,02% | 30.857 SH | 11. September 2026 | Täglich |
| IWF · iShares Trust | 0,02% | 82.336 SH | 11. September 2026 | Täglich |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 34.957 SH | 19. August 2026 | Täglich |
| IJH · iShares Trust | · | 5.325.486 SH | 11. September 2026 | Täglich |
| IJK · iShares Trust | · | 879.739 SH | 11. September 2026 | Täglich |
| XJH · iShares Trust | · | 20.734 SH | 8. September 2026 | Täglich |
TWLO Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 38 Analysten
KAUF
Median-Ziel
$270.00
-8,3%
13 34,2%
Starker Kauf
19 50,0%
Kauf
5 13,2%
Halten
1 2,6%
Verkauf
0 0,0%
Starker Verkauf
12-Monats-Kursziel
28 Analysten · 2026-09-30Mittelwert-Ziel $263.04 -10,7%
Jetzt
Aktueller Preis $294.58
Tief$165.00
Mittelwert$263.04
Hoch$330.00
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| NET | · | -679.8 | 29.8% | · | · | · |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | · |
| OKTA | · | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | · |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | · |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | · |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | · |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.
Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.
Quelle: SEC 10-Q eingereicht Aug 7, 2026