TWLO Kelas A Twilio Inc. Class A Common Stock
NYSE · Technology · Lihat di SEC EDGAR ↗ tutup Okt 2, 2026 10-K/10-Q Agu 7, 2026
$294,58
· % dari rentang 52 mgg
· di atas terendah
· ke tinggi
$99,23rendah 52m
$305,95tinggi 52m
Kapitalisasi Pasar
$44.90B
P/E (TTM)
40.9
EPS (TTM)
$7.20
Pendapatan (TTM)
$5.57B
lencana Anda
Rentang 52M
$99–$306
Peringkat Analis
BUY
Target Harga
$263
P/E
40.9
ROE
13.5%
Margin Laba Bersih
20.6%
Strip lencana Anda kosong — sematkan metrik di mana saja di halaman ini.
TWLO Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$294.58
Kapitalisasi Pasar
$44.90B
P/E (TTM)
40.9
EPS (TTM)
$7.20
Pendapatan (TTM)
$5.57B
ROE (TTM)
13.5%
Rentang 52M
$99–$306
TWLO Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
rentang
batang
Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.
Tentang Twilio Inc. Class A Common Stock Tinjauan perusahaan dari Wikipedia
Twilio Inc. adalah perusahaan komunikasi berbasis cloud asal Amerika Serikat yang berpusat di San Francisco, California. Twilio menyediakan alat komunikasi yang dapat diprogram untuk melakukan dan menerima panggilan telepon, mengirim dan menerima pesan teks, serta menjalankan berbagai fungsi komunikasi lainnya melalui API layanan web mereka.
Sejarah
Twilio didirikan pada tahun 2008 oleh lulusan Universitas Michigan, yaitu Jeff Lawson, Evan Cooke, dan John Wolthuis. Awalnya, perusahaan berbasis di Seattle, Washington, dan San Francisco, California. Pada 20 November 2008, Twilio meluncurkan Twilio Voice, sebuah API untuk melakukan dan menerima panggilan telepon sepenuhnya melalui cloud. API pengiriman pesan teks dirilis pada Februari 2010, sedangkan SMS shortcode dirilis dalam versi beta publik pada Juli 2011. Perusahaan ini mengumpulkan sekitar $103 juta dana ventura untuk pertumbuhan. Pendanaan awal (seed funding) diperoleh pada Maret 2009 dari Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, K9 Ventures, dan Jeff Fluhr. Pendanaan Series A dipimpin oleh Union Square Ventures senilai $3,7 juta, sementara Series B senilai $12 juta dipimpin oleh Bessemer Venture Partners. Pada Desember 2011, Twilio menerima $17 juta dalam Series C dari Bessemer Venture Partners dan Union Square Ventures.
Akuisisi
Pada Februari 2015, Twilio mengakuisisi Authy, sebuah startup yang didukung oleh Y Combinator yang menyediakan layanan otentikasi dua faktor untuk pengguna akhir, pengembang, dan perusahaan. Pada September 2016, Twilio mengakuisisi Tikal Technologies, tim pengembang di balik proyek open-source Kurento WebRTC, senilai $8,5 juta.
Pada Februari 2017, Twilio mengakuisisi Beepsend, penyedia layanan SMS yang berbasis di Swedia, dengan jumlah yang tidak diungkapkan. Pada September 2018, perusahaan mengumumkan akuisisi Ytica, sebuah perusahaan analitik suara yang berbasis di Praha, Republik Ceko, juga dengan jumlah yang tidak diungkapkan.
Pada Oktober 2018, Twilio mengumumkan akuisisi SendGrid, platform komunikasi pelanggan yang berbasis di Denver, Colorado, untuk email transaksi dan pemasaran, senilai $2 miliar. Kedua perusahaan secara resmi bergabung pada Februari 2019 dalam kesepakatan senilai $3 miliar. Pada November 2018, Twilio mengakuisisi Core Network Dynamics GmbH, perusahaan virtual evolved packet core yang berbasis di Berlin, Jerman.
Pada Juli 2020, Twilio mengakuisisi Electric Imp, perusahaan platform Internet of Things, dengan jumlah yang tidak diungkapkan. Pada Oktober tahun yang sama, perusahaan mengakuisisi Segment, platform untuk mengumpulkan, membersihkan, dan mengaktifkan data pelanggan, senilai $3,2 miliar.
Pada Mei 2021, Twilio mengakuisisi Ionic Security, platform keamanan data, senilai $30,2 juta, dan Zipwhip, penyedia layanan pesan bebas pulsa, senilai $850 juta. Pada Januari 2022, Twilio mengumumkan kesepakatan untuk mengakuisisi Boku Identity, Inc. dari Boku, Inc., senilai $32,3 juta.
Pada Oktober 2025, Twilio mengumumkan akuisisi Stytch, sebuah platform identitas untuk agen AI. Akuisisi-akuisisi ini mencerminkan strategi Twilio yang berkelanjutan untuk memperluas kapabilitasnya di bidang otentikasi, analitik, komunikasi pelanggan, IoT, dan AI.
== Rujukan ==
Sumber: Wikipedia, CC BY-SA 4.0 · Lihat di Wikipedia ↗
sektorTechnology
industriTechnology
karyawan5.492
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Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan$5.07B2018-12-31 → 2025-12-31
EPS$0.212019-12-31 → 2025-12-31
Arus Kas Bebas·2018-12-31 → 2020-12-31
Margin bersih20.6%2018-12-31 → 2025-12-31
Valuasi & Rasio
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
| Metrik | Tren 5 Tahun | TWLO | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| P/E (TTM) | 40.9rata-rata 5T ≈88.9 | ≈88.9 | 57.4 | Kurang nilai | |
| P/S | 8.9rata-rata 5T ≈3.4 | ≈3.4 | 8.5 | Kurang nilai | |
| P/B | 5.7rata-rata 5T ≈1.8 | ≈1.8 | 10.9 | Kurang nilai | |
| Price / Cash Flow (Harga / Arus Kas) | 44.8rata-rata 5T ≈10.5 | ≈10.5 | 17.4 | Terlalu mahal | |
| Price / Tangible Book (Harga / Nilai Buku Berwujud) | 18.8rata-rata 5T ≈6.2 | ≈6.2 | · | · |
Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
| Metrik | Tren 5 Tahun | TWLO | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Margin Kotor (TTM) | 48.5%rata-rata 5T ≈49.2% | ≈49.2% | 69.4% | Lemah | |
| Margin Operasi (TTM) | 5.2%rata-rata 5T ≈-12.7% | ≈-12.7% | 6.5% | Sejajar | |
| Margin EBITDA (TTM) | 8.1%rata-rata 5T ≈-7.0% | ≈-7.0% | 6.5% | Sejajar | |
| Margin Sebelum Pajak (TTM) | 3.1%rata-rata 5T ≈-14.3% | ≈-14.3% | 7.5% | Lemah | |
| Margin Laba Bersih (TTM) | 20.6%rata-rata 5T ≈-14.8% | ≈-14.8% | 9.9% | Tingkat teratas | |
| ROA (TTM) | 11.1%rata-rata 5T ≈-4.7% | ≈-4.7% | 1.4% | Di bawah rata-rata | |
| ROE (TTM) | 13.5%rata-rata 5T ≈-5.8% | ≈-5.8% | -5.0% | Tingkat teratas | |
| ROIC | 1.2%rata-rata 5T ≈-5.1% | ≈-5.1% | 0.53% | Tingkat teratas |
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
| Metrik | Tren 5 Tahun | TWLO | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Rasio Lancar (MRQ) | 4.6rata-rata 5T ≈5.3 | ≈5.3 | 1.4 | Likuiditas kuat | |
| Quick Ratio (Rasio Cepat) | 1.5rata-rata 5T ≈1.5 | ≈1.5 | 1.0 | Likuiditas kuat |
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
| Metrik | Tren 5 Tahun | TWLO | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Revenue YoY (Pendapatan YoY) | 13.7%rata-rata 5T ≈25.1% | ≈25.1% | · | · | |
| Revenue CAGR 3Y (CAGR Pendapatan 3T) | 9.8%rata-rata 5T ≈19.7% | ≈19.7% | · | · | |
| Revenue CAGR 5Y (CAGR Pendapatan 5T) | 23.5% | · | · | · |
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
| Metrik | Tren 5 Tahun | TWLO | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Asset Turnover (Perputaran Aset) | 0.5rata-rata 5T ≈0.4 | ≈0.4 | 0.5 | Sejajar | |
| Receivables Turnover (Perputaran Piutang) | 8.3rata-rata 5T ≈7.9 | ≈7.9 | 5.9 | Tingkat teratas | |
| Revenue / Employee (Pendapatan Tahunan ÷ karyawan (jumlah karyawan, yfinance). Turunan — bukan konsep SEC-XBRL yang tersimpan.) | ≈$922.7K | · | · | · |
nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
12.2%
Laporan Berikutnya
Okt 28, 2026
| Periode | Laporan | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|---|
| 30 Juni 2026 | Agu 5, 2026 | $1.47 | $1.34 | 9.3% |
| 31 Maret 2026 | $1.50 | $1.30 | 15.5% | |
| 31 Des. 2025 | $1.33 | $1.26 | 5.5% | |
| 30 Sep. 2025 | $1.25 | $1.11 | 13.1% | |
| 30 Juni 2025 | $1.19 | $1.07 | 11.5% | |
| 31 Maret 2025 | $1.14 | $0.96 | 18.5% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi
| Metrik | Tren | 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 | · |
Neraca
| Metrik | Tren | 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 |
Arus Kas
| Metrik | Tren | 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 | · |
Profitabilitas
| Metrik | Tren | 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% | · |
Likuiditas & Solvabilitas
| Metrik | Tren | 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 | · |
Efisiensi
| Metrik | Tren | 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 | · |
Per Saham
| Metrik | Tren | 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 | · | · | · | · |
Tingkat Pertumbuhan
| Metrik | Tren | 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% | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM)
| Metrik | Tren | 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% | · | · | · | · |
Laporan Laba Rugi
| Metrik | Tren | 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 |
Neraca
| Metrik | Tren | 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 | · | · | · | · | · | · | · | · | · |
Arus Kas
| Metrik | Tren | 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 |
Profitabilitas
| Metrik | Tren | 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% |
Likuiditas & Solvabilitas
| Metrik | Tren | 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 |
Efisiensi
| Metrik | Tren | 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 |
Per Saham
| Metrik | Tren | 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 |
Valuasi (TTM)
| Metrik | Tren | 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% |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Pendapatan | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Margin Kotor % | 48.9% | 51.1% | 49.2% | 47.4% | · |
| Margin Operasi % | 3.1% | -1.2% | -21.1% | -31.5% | · |
| Laba Bersih | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| EPS Dilusian | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rasio Lancar | 4.0 | 4.2 | 6.6 | 6.2 | · |
| Rasio Cepat | 1.5 | 1.2 | 1.7 | 1.5 | · |
Tidak ada data untuk laporan ini
Data fundamental belum cukup untuk membuat laporan ini.
Pemilik institusional (13F) 1.075 pengaju · $31.3B total · Per tanggal 30 Sep. 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Pemegang
1.075
Nilai yang dipegang
$31.3B
Posisi baru
237
Posisi yang keluar
61
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 237 (+126 vs Kuartal sebelumnya) | 61 (-58 vs Kuartal sebelumnya) | 330 (+11 vs Kuartal sebelumnya) | 317 (+30 vs Kuartal sebelumnya) | +5.3M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| BlackRock, Inc. | $3.431.272.592 | 16.630.023 | 10,97% | Saham |
| JPMORGAN CHASE & CO | $2.429.770.277 | 12.224.027 | 7,77% | Saham |
| FMR LLC | $2.326.025.924 | 11.273.330 | 7,44% | Saham |
| VANGUARD GROUP INC | $2.197.549.112 | 15.449.586 | 7,03% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.577.093.259 | 7.643.548 | 5,04% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.413.268.271 | 6.849.553 | 4,52% | Saham |
| STATE STREET CORP | $1.237.688.456 | 5.998.587 | 3,96% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $591.745.570 | 2.875.569 | 1,89% | Saham |
| ALKEON CAPITAL MANAGEMENT LLC | $481.924.981 | 2.335.700 | 1,54% | Saham |
| ROYAL BANK OF CANADA | $464.290.000 | 2.250.229 | 1,49% | Saham |
| Pictet Asset Management Holding SA | $463.625.044 | 2.247.629 | 1,48% | Saham |
| Jericho Capital Asset Management L.P. | $452.369.240 | 2.192.455 | 1,45% | Saham |
| NORGES BANK | $399.359.762 | 1.935.539 | 1,28% | Saham |
| Durable Capital Partners LP | $380.916.748 | 1.846.153 | 1,22% | Saham |
| Capital World Investors | $368.709.440 | 1.786.989 | 1,18% | Saham |
| MORGAN STANLEY | $357.391.804 | 1.732.134 | 1,14% | Saham |
| NORTHERN TRUST CORP | $350.553.020 | 1.698.992 | 1,12% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $296.023.162 | 1.435.153 | 0,95% | Saham |
| NORDEA INVESTMENT MANAGEMENT AB | $253.171.686 | 1.271.006 | 0,81% | Saham |
| Polar Capital Holdings Plc | $248.623.936 | 1.204.982 | 0,80% | Saham |
| GOLDMAN SACHS GROUP INC | $239.392.525 | 1.160.241 | 0,77% | Saham |
| Amundi | $237.443.341 | 1.150.794 | 0,76% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232.601.586 | 1.127.328 | 0,74% | Saham |
| SRS Investment Management, LLC | $221.945.673 | 1.075.683 | 0,71% | Saham |
| BANK OF AMERICA CORP /DE/ | $209.798.249 | 1.016.809 | 0,67% | Saham |
| Bank of New York Mellon Corp | $199.102.148 | 964.969 | 0,64% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $198.761.609 | 963.319 | 0,64% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $186.708.017 | 904.900 | 0,60% | Opsi beli |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $185.430.370 | 1.473.775 | 0,59% | Saham |
| Legal & General Group Plc | $185.041.912 | 896.825 | 0,59% | Saham |
| CITADEL ADVISORS LLC | $182.375.087 | 883.900 | 0,58% | Opsi beli |
| UBS Group AG | $180.100.918 | 872.878 | 0,58% | Saham |
| Qube Research & Technologies Ltd | $176.258.847 | 854.257 | 0,56% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $172.739.476 | 837.200 | 0,55% | Opsi jual |
| Allspring Global Investments Holdings, LLC | $172.453.835 | 824.034 | 0,55% | Saham |
| DEUTSCHE BANK AG\ | $172.382.937 | 835.472 | 0,55% | Saham |
| FRED ALGER MANAGEMENT, LLC | $171.447.231 | 830.937 | 0,55% | Saham |
| Whale Rock Capital Management LLC | $169.555.391 | 821.768 | 0,54% | Saham |
| Balyasny Asset Management L.P. | $155.900.472 | 755.588 | 0,50% | Saham |
| PRINCIPAL FINANCIAL GROUP INC | $155.863.745 | 755.410 | 0,50% | Saham |
| Atreides Management, LP | $148.627.340 | 720.338 | 0,48% | Saham |
| Quantinno Capital Management LP | $139.829.667 | 677.699 | 0,45% | Saham |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.742.650 | 657.891 | 0,43% | Saham |
| JANE STREET GROUP, LLC | $133.309.813 | 646.100 | 0,43% | Opsi beli |
| Sachem Head Capital Management LP | $127.924.600 | 620.000 | 0,41% | Saham |
| FIRST TRUST ADVISORS LP | $121.174.730 | 587.288 | 0,39% | Saham |
| EARNEST PARTNERS LLC | $116.669.505 | 565.451 | 0,37% | Saham |
| VOYA INVESTMENT MANAGEMENT LLC | $115.678.194 | 560.646 | 0,37% | Saham |
| 1832 Asset Management L.P. | $114.616.315 | 555.500 | 0,37% | Saham |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.210.000 | 529.299 | 0,35% | Saham |
Aktivis & pemilik 5%+ 2 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Twilio Inc. ×2 pengajuan | 9 Agu 2021 | · | Pengajuan awal | · | 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 pengajuan | 7 Maret 2019 | · | Pengajuan awal | · | 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.
Orang dalam perusahaan 25 orang dalam · 12 pejabat · 14 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 30 Sep. 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 Sep. 2026 S | 99.246 | 0 | 36 | $-12.964.415 |
| Lee Kirkpatrick | Chief Financial Officer | 15 Okt. 2018 C | 30.582 | 0 | 0 | $0 |
| DONIO ELENA A. | President, Data & Applications | 20 Nov. 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 Des. 2024 S | 32.590 | 0 | 0 | $0 |
| Eyal Manor | Chief Product Officer | 22 Feb. 2023 S | 172.099 | 0 | 0 | $0 |
| Marc Boroditsky | Chief Revenue Officer | 21 Maret 2022 A | 82.091 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 3 Des. 2021 G | 2.280 | 0 | 0 | $0 |
| George Hu | Strategic Advisor | 11 Nov. 2021 M | 98.870 | 0 | 0 | $0 |
| Chee Chew | Chief Product Officer | 17 Mei 2021 S | 109.480 | 0 | 0 | $0 |
| Charles H Bell | Direktur | 15 Sep. 2026 A | 18.565 | 0 | 0 | $0 |
| Douglas A. Robinson | Direktur | 15 Sep. 2026 A | 4.228 | 0 | 0 | $0 |
| Miyuki Suzuki | Direktur | 15 Sep. 2026 A | 18.170 | 0 | 0 | $0 |
| Donna Dubinsky | Direktur | 15 Sep. 2026 G | 22.698 | 0 | 0 | $0 |
| Erika Rottenberg | Direktur | 15 Sep. 2026 G | 28.237 | 0 | 10 | $-1.825.622 |
| Jeffrey R Immelt | Direktur | 15 Sep. 2026 A | 1.463 | 0 | 0 | $0 |
| Jeff Epstein | Direktur | 15 Sep. 2026 A | 40.367 | 0 | 0 | $0 |
| PATRICK DEVAL L | Direktur | 15 Sep. 2026 A | 19.055 | 0 | 0 | $0 |
| Byron B Deeter | Direktur | 5 Juni 2024 A | 27.073 | 0 | 0 | $0 |
| Richard L Dalzell | Direktur | 12 Juni 2023 A | 19.557 | 0 | 0 | $0 |
| James Mcgeever | Direktur | 12 Juni 2017 A | 6.005 | 0 | 0 | $0 |
| Scott Campbell Raney | Direktur | 9 Feb. 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Pemilik 10% | 20 Des. 2016 J | 750.000 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 102 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| 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 Okt. 2026 | Harian |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149.758 SH | 19 Agu 2026 | Harian |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,50% | 20.961 SH | 1 Okt. 2026 | Harian |
| 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 Okt. 2026 | Harian |
| 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 Agu 2026 | Harian |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245.170 SH | 19 Agu 2026 | Harian |
| 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 Sep. 2026 | Harian |
| NULC · Nushares ETF Trust | 0,43% | 1.535 NS | 31 Juli 2026 | N-PORT |
| VLUE · iShares Trust | 0,38% | 156.036 SH | 11 Sep. 2026 | Harian |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3.481.229 SH | 19 Agu 2026 | Harian |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1.741.716 SH | 19 Agu 2026 | Harian |
| SUSA · iShares Trust | 0,30% | 52.371 SH | 11 Sep. 2026 | Harian |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,30% | 12.835 SH | 1 Okt. 2026 | Harian |
| IWS · iShares Trust | 0,29% | 187.886 SH | 11 Sep. 2026 | Harian |
| 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 Sep. 2026 | Harian |
| 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 Sep. 2026 | Harian |
| IMCB · iShares Trust | 0,23% | 16.941 SH | 11 Sep. 2026 | Harian |
| JHAI · Janus Detroit Street Trust | 0,23% | 272 NS | 31 Juli 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 4.154 SH | 11 Sep. 2026 | Harian |
| EUSA · iShares, Inc. | 0,21% | 17.585 SH | 11 Sep. 2026 | Harian |
| SMDX · Tidal Trust III | 0,21% | 1.353 NS | 31 Juli 2026 | N-PORT |
| MTUM · iShares Trust | 0,20% | 209.017 SH | 11 Sep. 2026 | Harian |
| FFSM · FIDELITY COVINGTON TRUST | 0,19% | 14.639 NS | 31 Juli 2026 | N-PORT |
| IYW · iShares Trust | 0,17% | 183.245 SH | 11 Sep. 2026 | Harian |
| 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 Agu 2026 | Harian |
| IGM · iShares Trust | 0,16% | 71.470 SH | 11 Sep. 2026 | Harian |
| IWP · iShares Trust | 0,15% | 123.334 SH | 11 Sep. 2026 | Harian |
| GARP · iShares Trust | 0,14% | 19.054 SH | 11 Sep. 2026 | Harian |
| EVUS · iShares Trust | 0,14% | 2.327 SH | 11 Sep. 2026 | Harian |
| ACWV · iShares, Inc. | 0,14% | 20.478 SH | 11 Sep. 2026 | Harian |
| USXF · iShares Trust | 0,13% | 8.544 SH | 11 Sep. 2026 | Harian |
| 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 Sep. 2026 | Harian |
| DFSU · Dimensional ETF Trust | 0,11% | 12.904 NS | 31 Juli 2026 | N-PORT |
| ESGU · iShares Trust | 0,11% | 81.666 SH | 11 Sep. 2026 | Harian |
| ILCG · iShares Trust | 0,10% | 13.971 SH | 11 Sep. 2026 | Harian |
| REVS · Columbia ETF Trust I | 0,10% | 1.720 NS | 31 Juli 2026 | N-PORT |
| SUSL · iShares Trust | 0,10% | 5.088 SH | 11 Sep. 2026 | Harian |
| DSI · iShares Trust | 0,09% | 22.087 SH | 11 Sep. 2026 | Harian |
| VEGN · ETF Series Solutions | 0,09% | 845 NS | 31 Juli 2026 | N-PORT |
| IUSG · iShares Trust | 0,09% | 133.529 SH | 11 Sep. 2026 | Harian |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 3.124 SH | 19 Agu 2026 | Harian |
| 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 Okt. 2026 | Harian |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 2.624 SH | 1 Okt. 2026 | Harian |
| IWD · iShares Trust | 0,08% | 280.736 SH | 11 Sep. 2026 | Harian |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31 Juli 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 76.055 SH | 19 Agu 2026 | Harian |
| 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 Okt. 2026 | Harian |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 21.244 SH | 1 Okt. 2026 | Harian |
| USCL · iShares Trust | 0,06% | 7.576 SH | 11 Sep. 2026 | Harian |
| ESGG · FlexShares Trust | 0,06% | 323 NS | 31 Juli 2026 | N-PORT |
| ILCB · iShares Trust | 0,05% | 2.820 SH | 11 Sep. 2026 | Harian |
| IYY · iShares Trust | 0,05% | 6.534 SH | 11 Sep. 2026 | Harian |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33.441 SH | 19 Agu 2026 | Harian |
| ESG · FlexShares Trust | 0,05% | 330 NS | 31 Juli 2026 | N-PORT |
| IWB · iShares Trust | 0,05% | 102.047 SH | 11 Sep. 2026 | Harian |
| ITOT · iShares Trust | 0,05% | 196.895 SH | 11 Sep. 2026 | Harian |
| DFAU · Dimensional ETF Trust | 0,05% | 29.732 NS | 31 Juli 2026 | N-PORT |
| IWV · iShares Trust | 0,05% | 40.614 SH | 11 Sep. 2026 | Harian |
| GLOF · iShares Trust | 0,05% | 391 SH | 11 Sep. 2026 | Harian |
| 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 Okt. 2026 | Harian |
| 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 Agu 2026 | Harian |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24.381 SH | 19 Agu 2026 | Harian |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12.448 SH | 19 Agu 2026 | Harian |
| TOV · EA Series Trust | 0,04% | 548 NS | 31 Juli 2026 | N-PORT |
| TOK · iShares Trust | 0,04% | 398 SH | 11 Sep. 2026 | Harian |
| CRBN · iShares Trust | 0,04% | 1.858 SH | 11 Sep. 2026 | Harian |
| URTH · iShares, Inc. | 0,04% | 12.939 SH | 11 Sep. 2026 | Harian |
| TILT · FlexShares Trust | 0,03% | 3.634 NS | 31 Juli 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 46.753 SH | 11 Sep. 2026 | Harian |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 123.442 SH | 19 Agu 2026 | Harian |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 1.982 SH | 19 Agu 2026 | Harian |
| DYNF · BlackRock ETF Trust | 0,02% | 30.857 SH | 11 Sep. 2026 | Harian |
| IWF · iShares Trust | 0,02% | 82.336 SH | 11 Sep. 2026 | Harian |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 34.957 SH | 19 Agu 2026 | Harian |
| IJH · iShares Trust | · | 5.325.486 SH | 11 Sep. 2026 | Harian |
| IJK · iShares Trust | · | 879.739 SH | 11 Sep. 2026 | Harian |
| XJH · iShares Trust | · | 20.734 SH | 8 Sep. 2026 | Harian |
TWLO Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
peringkat · 38 analis
BELI
Target median
$270.00
-8,3%
13 34,2%
Beli Kuat
19 50,0%
Beli
5 13,2%
Tahan
1 2,6%
Jual
0 0,0%
Jual Kuat
Target Harga 12 Bulan
28 analis · 2026-09-30Target rata-rata $263.04 -10,7%
Sekarang
Harga saat ini $294.58
Rendah$165.00
Rata-rata$263.04
Tinggi$330.00
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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% | · |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
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Sumber: SEC 10-Q diajukan Agu 7, 2026