Twilio: Strong Growth And An Expanding Voice Opportunity

Summary Twilio is rated Buy with a fair value of $258.53, reflecting renewed double-digit organic growth and Voice segment expansion. Q2 2026 organic revenue grew 17% year over year, outpacing prior years and validating the company's accelerating growth trajectory. Voice, now 12% of revenue, is poised for further growth as AI-driven phone agents expand Twilio’s opportunity in programmable telephony. Competitive risks from Amazon Connect, Meta, and workflow owners temper long-term growth forecasts, but TWLO’s valuation remains attractive at current levels. Ole_CNX/iStock via Getty Images People can use Twilio Inc. ( TWLO ) without knowing it because its APIs sit inside other companies' applications. The software can power a restaurant's reservation text, an app's login code, or a sales system's phone call. Twilio supplies the building blocks This article was written by Ekarin Choongwattana 13 Followers Follow Ekarin Choongwattana has been an investing enthusiast since a young age. Ekarin started investing in Thai stocks when he was in school. During the aftermath of the Japan 2011 tsunami, Ekarin was interested in a particular Japanese stocks and started investing abroad for the first time. He hasn't looked back since and has invested in many markets, including US, Europe, China and Asia. His main strategy is mostly long value and growth stocks. Tech stocks are also his interest, because they do give nice return in recent years. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TWLO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.