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"shares": 2300.0, "price": 210.08, "value": 483184.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-06", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 2891.0, "price": 212.36, "value": 613932.76, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-06", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 4434.0, "price": 211.26, "value": 936726.84, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-06", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 1060.0, "price": 213.25, "value": 226045.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-06", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 1000.0, "price": 208.48, "value": 208480.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-06", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 2773.0, "price": 206.99, "value": 573983.27, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000077/" }, { "txn_date": "2026-07-02", "insider_name": "Viggiano Aidan", "role": "CFO", "code": "S", "shares": 8528.0, "price": 205.43, "value": 1751907.04, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000075/" }, { "txn_date": "2026-06-30", "insider_name": "Shipchandler Khozema", "role": "CEO", "code": "S", "shares": 4286.0, "price": 201.26, "value": 862600.36, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000073/" } ], "links": { "sec_filings": "https://www.sec.gov/edgar/browse/?CIK=0001447669", "sec_xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001447669.json", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001447669&type=4", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001447669&type=8-K", "yahoo": "https://finance.yahoo.com/quote/TWLO", "stooq": "https://stooq.com/q/d/?s=twlo.us", "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=TWLO", "finviz": "https://finviz.com/quote.ashx?t=TWLO", "stockanalysis": "https://stockanalysis.com/stocks/twlo/", "seeking_alpha": "https://seekingalpha.com/symbol/TWLO", "openinsider": "http://openinsider.com/search?q=TWLO", "google_news": "https://news.google.com/rss/search?q=TWLO+stock" } }, "machine_readable": { "json": "https://theclaudetrader.com/s/TWLO.json", "markdown": "https://theclaudetrader.com/s/TWLO.md", "research_packet": "https://theclaudetrader.com/r/TWLO.json", "index": "https://theclaudetrader.com/llms.txt" }, "dossier": null, "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/TWLO; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.", "fair_value_model": { "fair_value": 16.62, "fv_low": 6.28, "fv_high": 103.83, "fv_gap_pct": -93.7, "fv_verdict": "red", "fv_methods": 3, "fv_as_of": "2026-10-23", "fv_calculated_on": "2026-10-26", "fv_inputs_through": "2026-08-07", "fv_skipped": null, "unit": "per traded unit (share or ADS), same currency as the price", "methods": { "dcf": { "value": 103.83447820108175, "growth_used": 0.1, "fcf_avg": 663511666.6666666, "inputs": { "fcf": { "value": 663511666.6666666, "years": [ 2023, 2024, 2025 ], "by_year": [ 374827000.0, 664433000.0, 951275000.0 ], "cfo": [ { "value": 414752000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2023-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" }, { "value": 716241000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2024-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" }, { "value": 1003244000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2025-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" } ], "capex": [ { "value": 39925000.0, "tag": "SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback)", "period_end": "2023-12-31", "accession": "0001447669-26-000021", "filed": "2026-02-24", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" }, { "value": 51808000.0, "tag": "SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback)", "period_end": "2024-12-31", "accession": "0001447669-26-000021", "filed": "2026-02-24", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" }, { "value": 51969000.0, "tag": "SEC XBRL PaymentsToDevelopSoftware (10-K via companyfacts; capex fallback)", "period_end": "2025-12-31", "accession": "0001447669-26-000021", "filed": "2026-02-24", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" } ] }, "revenue_cagr_5y": { "value": 0.23527546095366625, "from": { "value": 1761776000.0, "tag": "SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax", "period_end": "2020-12-31", "accession": "0001447669-23-000049", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766923000049/" }, "to": { "value": 5067220000.0, "tag": "SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax", "period_end": "2025-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/" } }, "shares": { "value": 153575220.0, "tag": "SEC cover page 10-Q 0001447669-26-000092 (153,575,220 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/twlo-20260630.htm", "period_end": "2026-07-24", "accession": "0001447669-26-000092", "filed": "2026-08-07", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/R1.htm" } } }, "earnings": { "value": 6.284254376948641, "pe_used": 29.925020842612575, "pe_raw": 29.925020842612575, "pe_basis": "SIC 73 peer median (48 peers)", "inputs": { "eps": { "fy": 2025, "value": 0.21, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/", "value_reported": 0.21, "split_factor": 1.0 } } }, "graham": { "value": 16.619788395683635, "inputs": { "eps": { "fy": 2025, "value": 0.21, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-12-31", "accession": "0001447669-26-000021", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/", "value_reported": 0.21, "split_factor": 1.0 }, "bvps": { "value": 58.458701866095325, "equity": { "value": 8977808000.0, "tag": "SEC XBRL StockholdersEquity", "period_end": "2026-06-30", "accession": "0001447669-26-000092", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/" }, "shares": 153575220.0 } } } }, "method_note": "Median of up to three methods from SEC filings: owner-earnings DCF (3-yr avg FCF, 10-yr two-stage, growth = min(5-yr revenue CAGR, 10%) fading to 2.5%, 9% discount), trailing EPS x SIC-peer median P/E (8-35), Graham number. Model estimate, not advice.", "discount_rate": 0.09, "terminal_growth": 0.025, "verdict_rule": "green: fair value more than 10% above price; red: more than 10% below; amber: within 10%", "page": "https://theclaudetrader.com/fair-value" } }