TWLO Classe A Twilio Inc. Class A Common Stock
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Informazioni su Twilio Inc. Class A Common Stock Panoramica della società da Wikipedia
Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs. Founded in 2008, the company received multiple rounds of funding prior to its 2016 initial public offering. Twilio has acquired a number of companies since 2015, including the two-factor authentication service Authy and email marketing platform SendGrid. Twilio was subject to three data breaches in 2022 and 2024.
History
Twilio was founded in 2008 by University of Michigan graduates Jeff Lawson, Evan Cooke, and John Wolthuis and was based initially in Seattle, Washington, and San Francisco, California. On November 20, 2008, the company launched Twilio Voice, an API to make and receive phone calls completely hosted in the cloud. Twilio's text messaging API was released in February 2010, and SMS shortcodes were released in public beta in July 2011.
Twilio is known for using platform evangelism to acquire customers. An early example is GroupMe, which was founded in May 2010 at the hackathon of TechCrunch Disrupt and uses Twilio's text messaging product to facilitate group chat. GroupMe raised $10.6 million in venture funding in January 2011. Seed accelerator 500 Startups (now 500 Global) announced the Twilio Fund, a $250,000 "micro-fund" to provide seed money to startups using Twilio in September 2010.
Twilio raised approximately $103 million in venture capital growth funding. Twilio received its first round of seed funding in March 2009 for an undisclosed amount from Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, from K9 Ventures, and Jeff Fluhr. Twilio's first A round of funding was led by Union Square Ventures for $3.7 million and its second B round of funding, for $12 million, was led by Bessemer Venture Partners. Twilio received $17 million in a Series C round in December 2011 from Bessemer Venture Partners and Union Square Ventures. In July 2013 Twilio received another $70 million from Redpoint Ventures, Draper Fisher Jurvetson (DFJ), and Bessemer Venture Partners. In July 2015, Twilio raised a $130 million Series E from Fidelity, T Rowe Price, Altimeter Capital Management, and Arrowpoint Partners, in addition to Amazon and Salesforce. Twilio's initial public offering took place on the New York Stock Exchange on June 23, 2016, with a 92% increase in share price on the first day.
In March 2020, Twilio announced the appointment of Steve Pugh as Chief Security Officer and Glenn Weinstein as Chief Customer Officer. In 2021, Twilio shut down its links to Parler due to Parler refusing to agree to monitor hate speech and insurrection on its platform.
In September 2022, Twilio laid off 11% of its workforce. The company announced an additional 17% cut in its workforce, nearly 1,500 employees, in February 2023. As a part of restructuring, the company also announced creation of two business units – Twilio Data & Applications and Twilio Communications. In December 2023, Twilio announced a decision to reduce its workforce by 5%, affecting around 300 employees, primarily within its Data and Applications division.
Twilio founder Jeff Lawson stepped down as CEO and board member in January 2024 and was succeeded by Khozema Shipchandler.
Acquisitions
In February 2015, Twilio acquired Authy, a Y Combinator–backed startup that offers two-factor authentication (2FA) services to end users, developers and enterprises.
The company acquired Tikal Technologies, the development team behind the Kurento WebRTC open-source media server software, for $8.5 million in September 2016.
In February 2017, Twilio acquired Beepsend, a Swedish-based SMS messaging provider, for an undisclosed amount. Twilio acquired the Clef 2FA application in March 2017, after which Clef was discontinued and some of its employees were reassigned to Authy products.
Twilio announced in September 2018 that it was acquiring Ytica, a Prague, Czech Republic–based speech analytics firm, for an undisclosed amount. In October 2018 Twilio announced it was acquiring SendGrid, a Denver, Colorado-based customer communication platform for transactional and marketing email, for $2 billion. In February 2019, the two companies were formally merged in a deal valued at $3 billion. In November 2018, the company acquired Core Network Dynamics GmbH, a Berlin, Germany-based virtual evolved packet core company.
Twilio announced in July 2020 that it had acquired Electric Imp, an internet of things platform company, for an undisclosed amount. In October of that year, the company acquired Segment, a platform to collect, clean, and activate customer data, for $3.2 billion. In May 2021, Twilio acquired Ionic Security, a data security platform for $30.2 million, and Zipwhip, a toll-free messaging services provider, for $850 million.
In January 2022, Twilio announced that it agreed to acquire Boku Identity, Inc. from Boku, Inc. for $32.3 million.
In October 2025, Twilio announced its agreement to acquire Stytch, an identity platform for AI agents.
Technology
Twilio uses Amazon Web Services to host its communication infrastructure via APIs. Rather than using industry-standard protocols such as SIP for call control, Twilio uses a customized markup language known as TwiML to allow for direct integration with its services. Twilio and the customer typically exchange TwiML documents via HTTP Webhook.
In June 2010, Twilio launched OpenVBX, an open-source product that lets business users configure phone numbers to receive and route phone calls. One month later, Twilio engineer Kyle Conroy released Stashboard, an open-source status dashboard written in the Python programming language that any API or software service can use to display whether their service is functioning properly.
Security incidents
On August 4, 2022, attackers accessed Twilio's internal network through an SMS phishing campaign targeting Twilio's employees. Twilio confirmed the data breach three days later. On August 15, Signal – which used Twilio for phone number validation – announced that it had been impacted by the breach, indicating that the affected customers included enterprise accounts. The hackers obtained the data of 209 Twilio customers and compromised 93 accounts on Authy, Twilio's 2FA service, while registering their own devices to the accounts. In October of that year, Twilio disclosed that it had suffered an earlier data breach in June 2022, after a Twilio employee was tricked into revealing their access credentials in a voice phishing attack; Twilio stated that the attacker gained access to customer data for less than 12 hours.
In a July 2024 data breach, the ShinyHunters hacker group used an unsecured Twilio API to acquire the phone numbers of over 33 million Authy users.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | TWLO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 41.8media 5 anni ≈88.9 | ≈88.9 | 57.4 | Sottovalutato | |
| P/S | 9.1media 5 anni ≈3.4 | ≈3.4 | 8.5 | Sottovalutato | |
| P/B | 5.9media 5 anni ≈1.8 | ≈1.8 | 10.9 | Sottovalutato | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 45.7media 5 anni ≈10.5 | ≈10.5 | 17.4 | Sopravvalutato | |
| Price / Tangible Book (Prezzo / Valore contabile tangibile) | 19.2media 5 anni ≈6.2 | ≈6.2 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | TWLO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 48.5%media 5 anni ≈49.2% | ≈49.2% | 69.4% | Debole | |
| Margine Operativo (TTM) | 5.2%media 5 anni ≈-12.7% | ≈-12.7% | 6.5% | In linea | |
| Margine EBITDA (TTM) | 8.1%media 5 anni ≈-7.0% | ≈-7.0% | 6.5% | In linea | |
| Margine ante imposte (TTM) | 3.1%media 5 anni ≈-14.3% | ≈-14.3% | 7.5% | Debole | |
| Margine di Profitto Netto (TTM) | 20.6%media 5 anni ≈-14.8% | ≈-14.8% | 9.9% | Di prim'ordine | |
| ROA (TTM) | 11.1%media 5 anni ≈-4.7% | ≈-4.7% | 1.4% | Sotto la media | |
| ROE (TTM) | 13.5%media 5 anni ≈-5.8% | ≈-5.8% | -5.0% | Di prim'ordine | |
| ROIC | 1.2%media 5 anni ≈-5.1% | ≈-5.1% | 0.53% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | TWLO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 4.6media 5 anni ≈5.3 | ≈5.3 | 1.4 | Liquidità elevata | |
| Quick Ratio | 1.5media 5 anni ≈1.5 | ≈1.5 | 1.0 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | TWLO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 13.7%media 5 anni ≈25.1% | ≈25.1% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 9.8%media 5 anni ≈19.7% | ≈19.7% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 23.5% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | TWLO | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.5media 5 anni ≈0.4 | ≈0.4 | 0.5 | In linea | |
| Receivables Turnover (Rotazione dei crediti) | 8.3media 5 anni ≈7.9 | ≈7.9 | 5.9 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$922.7K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 5, 2026 | $1.47 | $1.34 | 9.3% |
| 31 Marzo 2026 | $1.50 | $1.30 | 15.5% | |
| 31 Dicembre 2025 | $1.33 | $1.26 | 5.5% | |
| 30 Settembre 2025 | $1.25 | $1.11 | 13.1% | |
| 30 Giugno 2025 | $1.19 | $1.07 | 11.5% | |
| 31 Marzo 2025 | $1.14 | $0.96 | 18.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 | · |
Redditività
| Metrica | Tendenza | 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% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 | · | · | · | · |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · | · | · |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · | · | · | · | · | · | · | · | · |
Flusso di cassa
| Metrica | Tendenza | 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 |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Margine Lordo % | 48.9% | 51.1% | 49.2% | 47.4% | · |
| Margine Operativo % | 3.1% | -1.2% | -21.1% | -31.5% | · |
| Utile netto | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| EPS Diluito | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 4.0 | 4.2 | 6.6 | 6.2 | · |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · |
Dati fondamentali insufficienti per creare questo bilancio al momento.
Proprietari istituzionali (13F) 1.075 filer · $31.3B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 237 (+126 vs trimestre precedente) | 61 (-58 vs trimestre precedente) | 330 (+11 vs trimestre precedente) | 317 (+30 vs trimestre precedente) | +5.3M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $3.431.272.592 | 16.630.023 | 10,97% | Azioni |
| JPMORGAN CHASE & CO | $2.429.770.277 | 12.224.027 | 7,77% | Azioni |
| FMR LLC | $2.326.025.924 | 11.273.330 | 7,44% | Azioni |
| VANGUARD GROUP INC | $2.197.549.112 | 15.449.586 | 7,03% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.577.093.259 | 7.643.548 | 5,04% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.413.268.271 | 6.849.553 | 4,52% | Azioni |
| STATE STREET CORP | $1.237.688.456 | 5.998.587 | 3,96% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $591.745.570 | 2.875.569 | 1,89% | Azioni |
| ALKEON CAPITAL MANAGEMENT LLC | $481.924.981 | 2.335.700 | 1,54% | Azioni |
| ROYAL BANK OF CANADA | $464.290.000 | 2.250.229 | 1,48% | Azioni |
| Pictet Asset Management Holding SA | $463.625.044 | 2.247.629 | 1,48% | Azioni |
| Jericho Capital Asset Management L.P. | $452.369.240 | 2.192.455 | 1,45% | Azioni |
| NORGES BANK | $399.359.762 | 1.935.539 | 1,28% | Azioni |
| Durable Capital Partners LP | $380.916.748 | 1.846.153 | 1,22% | Azioni |
| Capital World Investors | $368.709.440 | 1.786.989 | 1,18% | Azioni |
| MORGAN STANLEY | $357.391.804 | 1.732.134 | 1,14% | Azioni |
| NORTHERN TRUST CORP | $350.553.020 | 1.698.992 | 1,12% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $296.023.162 | 1.435.153 | 0,95% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $253.171.686 | 1.271.006 | 0,81% | Azioni |
| Polar Capital Holdings Plc | $248.623.936 | 1.204.982 | 0,80% | Azioni |
| GOLDMAN SACHS GROUP INC | $239.392.525 | 1.160.241 | 0,77% | Azioni |
| Amundi | $237.443.341 | 1.150.794 | 0,76% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232.601.586 | 1.127.328 | 0,74% | Azioni |
| SRS Investment Management, LLC | $221.945.673 | 1.075.683 | 0,71% | Azioni |
| BANK OF AMERICA CORP /DE/ | $209.798.249 | 1.016.809 | 0,67% | Azioni |
| Bank of New York Mellon Corp | $199.102.148 | 964.969 | 0,64% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $198.761.609 | 963.319 | 0,64% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $186.708.017 | 904.900 | 0,60% | Opzione Call |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $185.430.370 | 1.473.775 | 0,59% | Azioni |
| Legal & General Group Plc | $185.041.912 | 896.825 | 0,59% | Azioni |
| CITADEL ADVISORS LLC | $182.375.087 | 883.900 | 0,58% | Opzione Call |
| UBS Group AG | $180.100.918 | 872.878 | 0,58% | Azioni |
| Qube Research & Technologies Ltd | $176.258.847 | 854.257 | 0,56% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $172.739.476 | 837.200 | 0,55% | Opzione Put |
| Allspring Global Investments Holdings, LLC | $172.453.835 | 824.034 | 0,55% | Azioni |
| DEUTSCHE BANK AG\ | $172.382.937 | 835.472 | 0,55% | Azioni |
| FRED ALGER MANAGEMENT, LLC | $171.447.231 | 830.937 | 0,55% | Azioni |
| Whale Rock Capital Management LLC | $169.555.391 | 821.768 | 0,54% | Azioni |
| Balyasny Asset Management L.P. | $155.900.472 | 755.588 | 0,50% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $155.863.745 | 755.410 | 0,50% | Azioni |
| Atreides Management, LP | $148.627.340 | 720.338 | 0,48% | Azioni |
| Quantinno Capital Management LP | $139.829.667 | 677.699 | 0,45% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.742.650 | 657.891 | 0,43% | Azioni |
| JANE STREET GROUP, LLC | $133.309.813 | 646.100 | 0,43% | Opzione Call |
| Sachem Head Capital Management LP | $127.924.600 | 620.000 | 0,41% | Azioni |
| FIRST TRUST ADVISORS LP | $121.174.730 | 587.288 | 0,39% | Azioni |
| EARNEST PARTNERS LLC | $116.669.505 | 565.451 | 0,37% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $115.678.194 | 560.646 | 0,37% | Azioni |
| 1832 Asset Management L.P. | $114.616.315 | 555.500 | 0,37% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.210.000 | 529.299 | 0,35% | Azioni |
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Twilio Inc. ×2 depositi | 09 Agosto 2021 | · | Deposito iniziale | · | 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 depositi | 07 Marzo 2019 | · | Deposito iniziale | · | 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.
Insider aziendali 25 insider · 12 dirigenti · 14 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 30 Settembre 2026 S | 193.305 | 0 | 42 | $-34.995.088 |
| Jeff Lawson | Chief Executive Officer | 28 Giugno 2023 J | 1.022.705 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 30 Settembre 2026 S | 99.246 | 0 | 36 | $-12.964.415 |
| Lee Kirkpatrick | Chief Financial Officer | 15 Ottobre 2018 C | 30.582 | 0 | 0 | $0 |
| DONIO ELENA A. | President, Data & Applications | 20 Novembre 2023 S | 404.832 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28 Giugno 2016 J | 0 | 0 | 0 | $0 |
| Dana Wagner | Chief Legal Officer, Secretary | 31 Dicembre 2024 S | 32.590 | 0 | 0 | $0 |
| Eyal Manor | Chief Product Officer | 22 Febbraio 2023 S | 172.099 | 0 | 0 | $0 |
| Marc Boroditsky | Chief Revenue Officer | 21 Marzo 2022 A | 82.091 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 03 Dicembre 2021 G | 2.280 | 0 | 0 | $0 |
| George Hu | Strategic Advisor | 11 Novembre 2021 M | 98.870 | 0 | 0 | $0 |
| Chee Chew | Chief Product Officer | 17 Maggio 2021 S | 109.480 | 0 | 0 | $0 |
| Charles H Bell | Direttore | 15 Settembre 2026 A | 18.565 | 0 | 0 | $0 |
| Douglas A. Robinson | Direttore | 15 Settembre 2026 A | 4.228 | 0 | 0 | $0 |
| Miyuki Suzuki | Direttore | 15 Settembre 2026 A | 18.170 | 0 | 0 | $0 |
| Donna Dubinsky | Direttore | 15 Settembre 2026 G | 22.698 | 0 | 0 | $0 |
| Erika Rottenberg | Direttore | 15 Settembre 2026 G | 28.237 | 0 | 10 | $-1.825.622 |
| Jeffrey R Immelt | Direttore | 15 Settembre 2026 A | 1.463 | 0 | 0 | $0 |
| Jeff Epstein | Direttore | 15 Settembre 2026 A | 40.367 | 0 | 0 | $0 |
| PATRICK DEVAL L | Direttore | 15 Settembre 2026 A | 19.055 | 0 | 0 | $0 |
| Byron B Deeter | Direttore | 05 Giugno 2024 A | 27.073 | 0 | 0 | $0 |
| Richard L Dalzell | Direttore | 12 Giugno 2023 A | 19.557 | 0 | 0 | $0 |
| James Mcgeever | Direttore | 12 Giugno 2017 A | 6.005 | 0 | 0 | $0 |
| Scott Campbell Raney | Direttore | 09 Febbraio 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Proprietario del 10% | 20 Dicembre 2016 J | 750.000 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 104 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| PTF · Invesco Exchange-Traded Fund Trust | 3,86% | 80.883 SH | 02 Ottobre 2026 | Giornaliero |
| FMTM · EA Series Trust | 3,28% | 41.869 NS | 31 Luglio 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 2,50% | 578 NS | 31 Luglio 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 2,37% | 26.391 SH | 02 Ottobre 2026 | Giornaliero |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149.758 SH | 19 Agosto 2026 | Giornaliero |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,53% | 20.961 SH | 02 Ottobre 2026 | Giornaliero |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,27% | 164.868 NS | 31 Luglio 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,24% | 21.900 SH | 02 Ottobre 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 1,01% | 16.842 NS | 31 Luglio 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 1,01% | 49.520 SH | 02 Ottobre 2026 | Giornaliero |
| NULV · Nushares ETF Trust | 0,87% | 96.873 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2.010.799 SH | 19 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245.170 SH | 19 Agosto 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,84% | 16.694 NS | 31 Luglio 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,76% | 588 NS | 31 Luglio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,72% | 23.580 NS | 31 Luglio 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,70% | 15.726 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,64% | 2.229 NS | 31 Luglio 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,59% | 19.440 NS | 31 Luglio 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,48% | 169.520 NS | 31 Luglio 2026 | N-PORT |
| IMCG · iShares Trust | 0,46% | 79.903 SH | 11 Settembre 2026 | Giornaliero |
| NULC · Nushares ETF Trust | 0,43% | 1.535 NS | 31 Luglio 2026 | N-PORT |
| VLUE · iShares Trust | 0,38% | 156.036 SH | 11 Settembre 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3.481.229 SH | 19 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1.741.716 SH | 19 Agosto 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,30% | 12.835 SH | 02 Ottobre 2026 | Giornaliero |
| SUSA · iShares Trust | 0,30% | 52.371 SH | 11 Settembre 2026 | Giornaliero |
| IWS · iShares Trust | 0,29% | 187.886 SH | 11 Settembre 2026 | Giornaliero |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 35.118 NS | 31 Luglio 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 11.501 NS | 31 Luglio 2026 | N-PORT |
| TECB · iShares Trust | 0,27% | 5.797 SH | 11 Settembre 2026 | Giornaliero |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 110.529 NS | 31 Luglio 2026 | N-PORT |
| IWR · iShares Trust | 0,25% | 606.181 SH | 11 Settembre 2026 | Giornaliero |
| IMCB · iShares Trust | 0,23% | 16.941 SH | 11 Settembre 2026 | Giornaliero |
| JHAI · Janus Detroit Street Trust | 0,23% | 272 NS | 31 Luglio 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 4.154 SH | 11 Settembre 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,21% | 17.585 SH | 11 Settembre 2026 | Giornaliero |
| SMDX · Tidal Trust III | 0,21% | 1.353 NS | 31 Luglio 2026 | N-PORT |
| MTUM · iShares Trust | 0,20% | 209.017 SH | 11 Settembre 2026 | Giornaliero |
| FFSM · FIDELITY COVINGTON TRUST | 0,19% | 14.639 NS | 31 Luglio 2026 | N-PORT |
| IYW · iShares Trust | 0,17% | 183.245 SH | 11 Settembre 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,17% | 170.338 NS | 31 Luglio 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,16% | 1.333.597 SH | 19 Agosto 2026 | Giornaliero |
| IGM · iShares Trust | 0,16% | 71.470 SH | 11 Settembre 2026 | Giornaliero |
| IWP · iShares Trust | 0,15% | 123.334 SH | 11 Settembre 2026 | Giornaliero |
| GARP · iShares Trust | 0,14% | 19.054 SH | 11 Settembre 2026 | Giornaliero |
| EVUS · iShares Trust | 0,14% | 2.327 SH | 11 Settembre 2026 | Giornaliero |
| ACWV · iShares, Inc. | 0,14% | 20.478 SH | 11 Settembre 2026 | Giornaliero |
| USXF · iShares Trust | 0,13% | 8.544 SH | 11 Settembre 2026 | Giornaliero |
| QLC · FlexShares Trust | 0,13% | 6.720 NS | 31 Luglio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,13% | 99.381 NS | 31 Luglio 2026 | N-PORT |
| ESMV · iShares Trust | 0,12% | 39 SH | 11 Settembre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,11% | 12.904 NS | 31 Luglio 2026 | N-PORT |
| ESGU · iShares Trust | 0,11% | 81.666 SH | 11 Settembre 2026 | Giornaliero |
| ILCG · iShares Trust | 0,10% | 13.971 SH | 11 Settembre 2026 | Giornaliero |
| REVS · Columbia ETF Trust I | 0,10% | 1.720 NS | 31 Luglio 2026 | N-PORT |
| SUSL · iShares Trust | 0,10% | 5.088 SH | 11 Settembre 2026 | Giornaliero |
| DSI · iShares Trust | 0,09% | 22.087 SH | 11 Settembre 2026 | Giornaliero |
| VEGN · ETF Series Solutions | 0,09% | 845 NS | 31 Luglio 2026 | N-PORT |
| IUSG · iShares Trust | 0,09% | 133.529 SH | 11 Settembre 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 3.124 SH | 19 Agosto 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,09% | 213.397 NS | 31 Luglio 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,09% | 30.084 NS | 31 Luglio 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 2.188 SH | 02 Ottobre 2026 | Giornaliero |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 2.629 SH | 02 Ottobre 2026 | Giornaliero |
| IWD · iShares Trust | 0,08% | 280.736 SH | 11 Settembre 2026 | Giornaliero |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31 Luglio 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 76.055 SH | 19 Agosto 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,07% | 11.318 NS | 31 Luglio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,07% | 1.844 NS | 31 Luglio 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,07% | 25.001 SH | 02 Ottobre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,07% | 21.244 SH | 02 Ottobre 2026 | Giornaliero |
| USCL · iShares Trust | 0,06% | 7.576 SH | 11 Settembre 2026 | Giornaliero |
| ESGG · FlexShares Trust | 0,06% | 323 NS | 31 Luglio 2026 | N-PORT |
| ILCB · iShares Trust | 0,05% | 2.820 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,05% | 6.534 SH | 11 Settembre 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33.441 SH | 19 Agosto 2026 | Giornaliero |
| ESG · FlexShares Trust | 0,05% | 330 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,05% | 102.047 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,05% | 196.895 SH | 11 Settembre 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,05% | 29.732 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,05% | 40.614 SH | 11 Settembre 2026 | Giornaliero |
| GLOF · iShares Trust | 0,05% | 391 SH | 11 Settembre 2026 | Giornaliero |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 19.907 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 6.867 SH | 02 Ottobre 2026 | Giornaliero |
| VOTE · TCW ETF Trust | 0,04% | 2.442 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,04% | 44.833 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 4.817.826 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24.381 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12.448 SH | 19 Agosto 2026 | Giornaliero |
| TOV · EA Series Trust | 0,04% | 548 NS | 31 Luglio 2026 | N-PORT |
| TOK · iShares Trust | 0,04% | 398 SH | 11 Settembre 2026 | Giornaliero |
| CRBN · iShares Trust | 0,04% | 1.858 SH | 11 Settembre 2026 | Giornaliero |
| URTH · iShares, Inc. | 0,04% | 12.939 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,03% | 3.634 NS | 31 Luglio 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 46.753 SH | 11 Settembre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 123.442 SH | 19 Agosto 2026 | Giornaliero |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 1.982 SH | 19 Agosto 2026 | Giornaliero |
| DYNF · BlackRock ETF Trust | 0,02% | 30.857 SH | 11 Settembre 2026 | Giornaliero |
| IWF · iShares Trust | 0,02% | 82.336 SH | 11 Settembre 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 34.957 SH | 19 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | · | 5.325.486 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 879.739 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 20.734 SH | 08 Settembre 2026 | Giornaliero |
TWLO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
28 analisti · 2026-09-30Target medio $263.04 -12,6%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% | · |
Ultime notizie Notizie recenti che menzionano questa società
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