TWLO Klasa A Twilio Inc. Class A Common Stock
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O Twilio Inc. Class A Common Stock Przegląd firmy z Wikipedii
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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | TWLO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 40.9średnia z 5 lat ≈88.9 | ≈88.9 | 57.4 | Niedowartościowany | |
| P/S | 8.9średnia z 5 lat ≈3.4 | ≈3.4 | 8.5 | Niedowartościowany | |
| P/B | 5.7średnia z 5 lat ≈1.8 | ≈1.8 | 10.9 | Niedowartościowany | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 44.8średnia z 5 lat ≈10.5 | ≈10.5 | 17.4 | Zawyżona wycena | |
| Price / Tangible Book (Cena / Wartość księgowa materialna) | 18.8średnia z 5 lat ≈6.2 | ≈6.2 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | TWLO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 48.5%średnia z 5 lat ≈49.2% | ≈49.2% | 69.4% | Słaby | |
| Marża Operacyjna (TTM) | 5.2%średnia z 5 lat ≈-12.7% | ≈-12.7% | 6.5% | Zgodnie z | |
| Marża EBITDA (TTM) | 8.1%średnia z 5 lat ≈-7.0% | ≈-7.0% | 6.5% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | 3.1%średnia z 5 lat ≈-14.3% | ≈-14.3% | 7.5% | Słaby | |
| Marża Zysku Netto (TTM) | 20.6%średnia z 5 lat ≈-14.8% | ≈-14.8% | 9.9% | Najwyższa półka | |
| ROA (TTM) | 11.1%średnia z 5 lat ≈-4.7% | ≈-4.7% | 1.4% | Poniżej średniej | |
| ROE (TTM) | 13.5%średnia z 5 lat ≈-5.8% | ≈-5.8% | -5.0% | Najwyższa półka | |
| ROIC | 1.2%średnia z 5 lat ≈-5.1% | ≈-5.1% | 0.53% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | TWLO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 4.6średnia z 5 lat ≈5.3 | ≈5.3 | 1.4 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 1.5średnia z 5 lat ≈1.5 | ≈1.5 | 1.0 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | TWLO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 13.7%średnia z 5 lat ≈25.1% | ≈25.1% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 9.8%średnia z 5 lat ≈19.7% | ≈19.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 23.5% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | TWLO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.5średnia z 5 lat ≈0.4 | ≈0.4 | 0.5 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 8.3średnia z 5 lat ≈7.9 | ≈7.9 | 5.9 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$922.7K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 5, 2026 | $1.47 | $1.34 | 9.3% |
| 31 marca 2026 | $1.50 | $1.30 | 15.5% | |
| 31 grudnia 2025 | $1.33 | $1.26 | 5.5% | |
| 30 września 2025 | $1.25 | $1.11 | 13.1% | |
| 30 czerwca 2025 | $1.19 | $1.07 | 11.5% | |
| 31 marca 2025 | $1.14 | $0.96 | 18.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.32 | $52.11 | $53.49 | $56.78 | · | $51.53 | · | $4.38 | $3.83 | $3.78 | · | |
| Revenue / Share | $31.71 | $26.87 | $22.66 | $20.91 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $6.28 | $4.32 | $2.26 | $-1.39 | · | · | · | · | · | · | · | |
| Cash / Share | $4.48 | $2.76 | $3.61 | $3.50 | · | $5.69 | · | $4.87 | $1.23 | $3.50 | · | |
| EPS (TTM) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | · | 153,119,639 | 153,228,766 | 153,345,192 | · | 159,091,110 | 170,222,104 | 181,017,726 | · | 181,749,309 | 183,490,982 | 186,403,349 | · | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | · | 159,209,951 | 159,691,758 | 161,794,287 | · | 159,091,110 | 170,222,104 | 181,017,726 | · | 181,749,309 | 183,490,982 | 186,403,349 | · | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
Bilans
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
Rentowność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
Efektywność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.39 | $8.92 | · | $8.17 | $7.69 | $7.25 | · | $7.13 | $6.36 | $5.78 | · | $5.69 | $5.66 | $5.40 | · | $5.35 | |
| Cash Flow / Share | · | $0.97 | · | · | · | $1.18 | · | · | · | $1.05 | · | · | · | $-0.53 | · | · | |
| EPS (TTM) | $7.20 | $0.66 | · | $0.39 | $0.10 | $-0.23 | · | $-2.57 | $-3.29 | $-4.01 | · | $-4.76 | $-6.61 | $-7.47 | · | $-7.27 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.57B | $5.30B | · | $4.90B | $4.73B | $4.58B | · | $4.34B | $4.24B | $4.19B | · | $4.10B | $4.05B | $3.96B | · | $3.64B | |
| Net Income TTM | $1.15B | $104M | · | $67M | $20M | $-34M | · | $-462M | $-594M | $-729M | · | $-879M | $-1.22B | $-1.38B | · | $-1.32B | |
| P/E | 28.7 | 190.6 | · | 256.6 | 1243.6 | -425.7 | · | -25.4 | -17.3 | -15.2 | · | -12.3 | -9.6 | -8.9 | · | -9.5 | |
| Earnings Yield | 3.5% | 0.52% | · | 0.39% | 0.08% | -0.23% | · | -3.9% | -5.8% | -6.6% | · | -8.1% | -10.4% | -11.2% | · | -10.5% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Marża Brutto % | 48.9% | 51.1% | 49.2% | 47.4% | · |
| Marża Operacyjna % | 3.1% | -1.2% | -21.1% | -31.5% | · |
| Zysk netto | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| Rozwodniony EPS | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 4.0 | 4.2 | 6.6 | 6.2 | · |
| Wskaźnik Szybkości | 1.5 | 1.2 | 1.7 | 1.5 | · |
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
Właściciele instytucjonalni (13F) 1 078 emitentów · $31.3B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 237 (+126 vs poprzedni kw.) | 61 (-58 vs poprzedni kw.) | 330 (+11 vs poprzedni kw.) | 317 (+30 vs poprzedni kw.) | +5.3M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $3 431 272 592 | 16 630 023 | 10,97% | Akcje |
| JPMORGAN CHASE & CO | $2 429 770 277 | 12 224 027 | 7,77% | Akcje |
| FMR LLC | $2 326 025 924 | 11 273 330 | 7,44% | Akcje |
| VANGUARD GROUP INC | $2 197 549 112 | 15 449 586 | 7,03% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 577 093 259 | 7 643 548 | 5,04% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 413 268 271 | 6 849 553 | 4,52% | Akcje |
| STATE STREET CORP | $1 237 688 456 | 5 998 587 | 3,96% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $591 745 570 | 2 875 569 | 1,89% | Akcje |
| ALKEON CAPITAL MANAGEMENT LLC | $481 924 981 | 2 335 700 | 1,54% | Akcje |
| ROYAL BANK OF CANADA | $464 290 000 | 2 250 229 | 1,48% | Akcje |
| Pictet Asset Management Holding SA | $463 625 044 | 2 247 629 | 1,48% | Akcje |
| Jericho Capital Asset Management L.P. | $452 369 240 | 2 192 455 | 1,45% | Akcje |
| NORGES BANK | $399 359 762 | 1 935 539 | 1,28% | Akcje |
| Durable Capital Partners LP | $380 916 748 | 1 846 153 | 1,22% | Akcje |
| Capital World Investors | $368 709 440 | 1 786 989 | 1,18% | Akcje |
| MORGAN STANLEY | $357 391 804 | 1 732 134 | 1,14% | Akcje |
| NORTHERN TRUST CORP | $350 553 020 | 1 698 992 | 1,12% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $296 023 162 | 1 435 153 | 0,95% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $253 171 686 | 1 271 006 | 0,81% | Akcje |
| Polar Capital Holdings Plc | $248 623 936 | 1 204 982 | 0,80% | Akcje |
| GOLDMAN SACHS GROUP INC | $239 392 525 | 1 160 241 | 0,77% | Akcje |
| Amundi | $237 443 341 | 1 150 794 | 0,76% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232 601 586 | 1 127 328 | 0,74% | Akcje |
| SRS Investment Management, LLC | $221 945 673 | 1 075 683 | 0,71% | Akcje |
| BANK OF AMERICA CORP /DE/ | $209 798 249 | 1 016 809 | 0,67% | Akcje |
| Bank of New York Mellon Corp | $199 102 148 | 964 969 | 0,64% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $198 761 609 | 963 319 | 0,64% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $186 708 017 | 904 900 | 0,60% | Opcja kupna |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $185 430 370 | 1 473 775 | 0,59% | Akcje |
| Legal & General Group Plc | $185 041 912 | 896 825 | 0,59% | Akcje |
| CITADEL ADVISORS LLC | $182 375 087 | 883 900 | 0,58% | Opcja kupna |
| UBS Group AG | $180 100 918 | 872 878 | 0,58% | Akcje |
| Qube Research & Technologies Ltd | $176 258 847 | 854 257 | 0,56% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $172 739 476 | 837 200 | 0,55% | Opcja sprzedaży |
| Allspring Global Investments Holdings, LLC | $172 453 835 | 824 034 | 0,55% | Akcje |
| DEUTSCHE BANK AG\ | $172 382 937 | 835 472 | 0,55% | Akcje |
| FRED ALGER MANAGEMENT, LLC | $171 447 231 | 830 937 | 0,55% | Akcje |
| Whale Rock Capital Management LLC | $169 555 391 | 821 768 | 0,54% | Akcje |
| Balyasny Asset Management L.P. | $155 900 472 | 755 588 | 0,50% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $155 863 745 | 755 410 | 0,50% | Akcje |
| Atreides Management, LP | $148 627 340 | 720 338 | 0,48% | Akcje |
| Quantinno Capital Management LP | $139 829 667 | 677 699 | 0,45% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135 742 650 | 657 891 | 0,43% | Akcje |
| JANE STREET GROUP, LLC | $133 309 813 | 646 100 | 0,43% | Opcja kupna |
| Sachem Head Capital Management LP | $127 924 600 | 620 000 | 0,41% | Akcje |
| FIRST TRUST ADVISORS LP | $121 174 730 | 587 288 | 0,39% | Akcje |
| EARNEST PARTNERS LLC | $116 669 505 | 565 451 | 0,37% | Akcje |
| VOYA INVESTMENT MANAGEMENT LLC | $115 678 194 | 560 646 | 0,37% | Akcje |
| 1832 Asset Management L.P. | $114 616 315 | 555 500 | 0,37% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109 210 000 | 529 299 | 0,35% | Akcje |
Aktywiści i właściciele 5%+ 2 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Twilio Inc. ×2 zgłoszenia | 9 sierpnia 2021 | · | Pierwotne zgłoszenie | · | 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 zgłoszenia | 7 marca 2019 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 25 insiderów · 12 dyrektorzy generalni · 14 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 30 września 2026 S | 193 305 | 0 | 42 | $-34 995 088 |
| Jeff Lawson | Chief Executive Officer | 28 czerwca 2023 J | 1 022 705 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 30 września 2026 S | 99 246 | 0 | 36 | $-12 964 415 |
| Lee Kirkpatrick | Chief Financial Officer | 15 października 2018 C | 30 582 | 0 | 0 | $0 |
| DONIO ELENA A. | President, Data & Applications | 20 listopada 2023 S | 404 832 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28 czerwca 2016 J | 0 | 0 | 0 | $0 |
| Dana Wagner | Chief Legal Officer, Secretary | 31 grudnia 2024 S | 32 590 | 0 | 0 | $0 |
| Eyal Manor | Chief Product Officer | 22 lutego 2023 S | 172 099 | 0 | 0 | $0 |
| Marc Boroditsky | Chief Revenue Officer | 21 marca 2022 A | 82 091 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 3 grudnia 2021 G | 2 280 | 0 | 0 | $0 |
| George Hu | Strategic Advisor | 11 listopada 2021 M | 98 870 | 0 | 0 | $0 |
| Chee Chew | Chief Product Officer | 17 maja 2021 S | 109 480 | 0 | 0 | $0 |
| Charles H Bell | Dyrektor | 15 września 2026 A | 18 565 | 0 | 0 | $0 |
| Douglas A. Robinson | Dyrektor | 15 września 2026 A | 4 228 | 0 | 0 | $0 |
| Miyuki Suzuki | Dyrektor | 15 września 2026 A | 18 170 | 0 | 0 | $0 |
| Donna Dubinsky | Dyrektor | 15 września 2026 G | 22 698 | 0 | 0 | $0 |
| Erika Rottenberg | Dyrektor | 15 września 2026 G | 28 237 | 0 | 10 | $-1 825 622 |
| Jeffrey R Immelt | Dyrektor | 15 września 2026 A | 1 463 | 0 | 0 | $0 |
| Jeff Epstein | Dyrektor | 15 września 2026 A | 40 367 | 0 | 0 | $0 |
| PATRICK DEVAL L | Dyrektor | 15 września 2026 A | 19 055 | 0 | 0 | $0 |
| Byron B Deeter | Dyrektor | 5 czerwca 2024 A | 27 073 | 0 | 0 | $0 |
| Richard L Dalzell | Dyrektor | 12 czerwca 2023 A | 19 557 | 0 | 0 | $0 |
| James Mcgeever | Dyrektor | 12 czerwca 2017 A | 6 005 | 0 | 0 | $0 |
| Scott Campbell Raney | Dyrektor | 9 lutego 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Posiadacz 10% | 20 grudnia 2016 J | 750 000 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 102 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| FMTM · EA Series Trust | 3,28% | 41 869 NS | 31 lipca 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 2,50% | 578 NS | 31 lipca 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 2,33% | 26 391 SH | 1 października 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149 758 SH | 19 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,50% | 20 961 SH | 1 października 2026 | Dziennie |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,27% | 164 868 NS | 31 lipca 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,20% | 21 900 SH | 1 października 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 1,01% | 16 842 NS | 31 lipca 2026 | N-PORT |
| NULV · Nushares ETF Trust | 0,87% | 96 873 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2 010 799 SH | 19 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245 170 SH | 19 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,84% | 16 694 NS | 31 lipca 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,76% | 588 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,72% | 23 580 NS | 31 lipca 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,70% | 15 726 NS | 31 lipca 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,64% | 2 229 NS | 31 lipca 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,59% | 19 440 NS | 31 lipca 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,48% | 169 520 NS | 31 lipca 2026 | N-PORT |
| IMCG · iShares Trust | 0,46% | 79 903 SH | 11 września 2026 | Dziennie |
| NULC · Nushares ETF Trust | 0,43% | 1 535 NS | 31 lipca 2026 | N-PORT |
| VLUE · iShares Trust | 0,38% | 156 036 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3 481 229 SH | 19 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1 741 716 SH | 19 sierpnia 2026 | Dziennie |
| SUSA · iShares Trust | 0,30% | 52 371 SH | 11 września 2026 | Dziennie |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,30% | 12 835 SH | 1 października 2026 | Dziennie |
| IWS · iShares Trust | 0,29% | 187 886 SH | 11 września 2026 | Dziennie |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 35 118 NS | 31 lipca 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 11 501 NS | 31 lipca 2026 | N-PORT |
| TECB · iShares Trust | 0,27% | 5 797 SH | 11 września 2026 | Dziennie |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 110 529 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,25% | 606 181 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,23% | 16 941 SH | 11 września 2026 | Dziennie |
| JHAI · Janus Detroit Street Trust | 0,23% | 272 NS | 31 lipca 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 4 154 SH | 11 września 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,21% | 17 585 SH | 11 września 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,21% | 1 353 NS | 31 lipca 2026 | N-PORT |
| MTUM · iShares Trust | 0,20% | 209 017 SH | 11 września 2026 | Dziennie |
| FFSM · FIDELITY COVINGTON TRUST | 0,19% | 14 639 NS | 31 lipca 2026 | N-PORT |
| IYW · iShares Trust | 0,17% | 183 245 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,17% | 170 338 NS | 31 lipca 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,16% | 1 333 597 SH | 19 sierpnia 2026 | Dziennie |
| IGM · iShares Trust | 0,16% | 71 470 SH | 11 września 2026 | Dziennie |
| IWP · iShares Trust | 0,15% | 123 334 SH | 11 września 2026 | Dziennie |
| GARP · iShares Trust | 0,14% | 19 054 SH | 11 września 2026 | Dziennie |
| EVUS · iShares Trust | 0,14% | 2 327 SH | 11 września 2026 | Dziennie |
| ACWV · iShares, Inc. | 0,14% | 20 478 SH | 11 września 2026 | Dziennie |
| USXF · iShares Trust | 0,13% | 8 544 SH | 11 września 2026 | Dziennie |
| QLC · FlexShares Trust | 0,13% | 6 720 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,13% | 99 381 NS | 31 lipca 2026 | N-PORT |
| ESMV · iShares Trust | 0,12% | 39 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,11% | 12 904 NS | 31 lipca 2026 | N-PORT |
| ESGU · iShares Trust | 0,11% | 81 666 SH | 11 września 2026 | Dziennie |
| ILCG · iShares Trust | 0,10% | 13 971 SH | 11 września 2026 | Dziennie |
| REVS · Columbia ETF Trust I | 0,10% | 1 720 NS | 31 lipca 2026 | N-PORT |
| SUSL · iShares Trust | 0,10% | 5 088 SH | 11 września 2026 | Dziennie |
| DSI · iShares Trust | 0,09% | 22 087 SH | 11 września 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,09% | 845 NS | 31 lipca 2026 | N-PORT |
| IUSG · iShares Trust | 0,09% | 133 529 SH | 11 września 2026 | Dziennie |
| VFMF · VANGUARD WELLINGTON FUND | 0,09% | 3 124 SH | 19 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,09% | 213 397 NS | 31 lipca 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,09% | 30 084 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 2 184 SH | 1 października 2026 | Dziennie |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 2 624 SH | 1 października 2026 | Dziennie |
| IWD · iShares Trust | 0,08% | 280 736 SH | 11 września 2026 | Dziennie |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31 lipca 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 76 055 SH | 19 sierpnia 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,07% | 11 318 NS | 31 lipca 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,07% | 1 844 NS | 31 lipca 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,06% | 24 925 SH | 1 października 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 21 244 SH | 1 października 2026 | Dziennie |
| USCL · iShares Trust | 0,06% | 7 576 SH | 11 września 2026 | Dziennie |
| ESGG · FlexShares Trust | 0,06% | 323 NS | 31 lipca 2026 | N-PORT |
| ILCB · iShares Trust | 0,05% | 2 820 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,05% | 6 534 SH | 11 września 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33 441 SH | 19 sierpnia 2026 | Dziennie |
| ESG · FlexShares Trust | 0,05% | 330 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,05% | 102 047 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,05% | 196 895 SH | 11 września 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,05% | 29 732 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,05% | 40 614 SH | 11 września 2026 | Dziennie |
| GLOF · iShares Trust | 0,05% | 391 SH | 11 września 2026 | Dziennie |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 19 907 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 2 442 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 6 891 SH | 1 października 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,04% | 44 833 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 4 817 826 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24 381 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12 448 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,04% | 548 NS | 31 lipca 2026 | N-PORT |
| TOK · iShares Trust | 0,04% | 398 SH | 11 września 2026 | Dziennie |
| CRBN · iShares Trust | 0,04% | 1 858 SH | 11 września 2026 | Dziennie |
| URTH · iShares, Inc. | 0,04% | 12 939 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,03% | 3 634 NS | 31 lipca 2026 | N-PORT |
| ACWI · iShares Trust | 0,03% | 46 753 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 123 442 SH | 19 sierpnia 2026 | Dziennie |
| VFMO · VANGUARD WELLINGTON FUND | 0,02% | 1 982 SH | 19 sierpnia 2026 | Dziennie |
| DYNF · BlackRock ETF Trust | 0,02% | 30 857 SH | 11 września 2026 | Dziennie |
| IWF · iShares Trust | 0,02% | 82 336 SH | 11 września 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 34 957 SH | 19 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | · | 5 325 486 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 879 739 SH | 11 września 2026 | Dziennie |
| XJH · iShares Trust | · | 20 734 SH | 8 września 2026 | Dziennie |
TWLO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
28 analityków · 2026-09-30Średnia cel $263.04 -10,7%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% | · |
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