Stocks / Software
TWLOSoftware
Twilio Inc.
$246.611d +3.2%5d +6.8%settled close · 2026-09-17
Mkt cap $19B (3/25)β 1.5052w $124–256Shares 151.5MInd. Services-Prepackaged SoftwareNYSE since 2016Emp. 5,587HQ San Francisco, CAtwilio.com
The tape, with the calls on it
Who said what, and what TWLO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about TWLO
1 long1 neutrallatest 2026-08-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-11 | George Blue Cloud TradingHost, Blue Cloud Trading | Bullish | CNBC Halftime Final Trades | Twilio broke above major resistance at $238.48 — a level dating back to June 2026 — with weekly Ichimoku… |
| 2026-01-05 | Joe Terranova (Virtus)Chief market strategist, Virtus | Neutral | CNBC Halftime Committee | Exited the position after buying at $131 on Dec 3 because the anticipated software-vs-semis mean reversion… |
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Earnings
Next report: 28 Oct 2026 after the close
Confirmed date · consensus EPS 1.49. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where TWLO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-15 | ||||||
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-08-04 | ||||||
| 2026-07-22 | ||||||
| 2026-06-01 | ||||||
| 2026-05-18 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
TWLO is in this morning’s Brief.
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