TWLO compared with MSFT: revenue, margins and what each company keeps, and the suppliers and customers both name

TWLOTwilio Inc

Mkt capRevenueRevenue

MSFTMicrosoft Corp

Mkt capRevenueRevenue

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TWLOTwilio Inc

MSFTMicrosoft Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

TWLO2 of 4 reports

1 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 30 '26±11.3%▼−15.24%×1.35

Aug 7 '26—▲+24.89%—

MSFT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 29 '26±3.8%▼−0.16%×0.05

Jul 30 '26±5.8%▲+15.51%×2.67

= impliedTWLO realized, solidMSFT realized, hatchedOne scale, both sides: full bar = 25%× = |realized| ÷ impliedspan: TWLO 84d · MSFT 273dSource: market data

Apr 30 '26

±5.5%

▼−3.93%

×0.71

Jan 29 '26±4.5%▼−9.99%×2.22

TWLOTwilio Inc

205.77▼−14.93%· post 205.98

Mkt cap$31.7BRevenue$1.6BQ3 FY26Revenue$5.1BFY25

MSFTMicrosoft Corp

523.20▼−1.31%· post 522.96

ClosedOct 30 '26

Mkt cap$3.9TRevenue$92.3BQ1 FY27Revenue$332BFY26

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ClosedOct 30 '26

TWLOTwilio Inc

MSFTMicrosoft Corp

205.77▼−14.93%post 205.98

Price

523.20▼−1.31%post 522.96

$31.7B

Mkt cap

$3.9T

Q3 FY26$1.6B

Revenue

$92.3BQ1 FY27

FY25$5.1B

Revenue

$332BFY26

TWLO205.77▼−14.93%vsMSFT523.20▼−1.31%ClosedOct 30 '26