Compare · MSFT vs TWLO
MSFT vs TWLO
Side-by-side comparison of Microsoft Corporation (MSFT) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MSFT and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- MSFT is the larger of the two at $3.65T, about 106.2x TWLO ($34.40B).
- Over the past year, MSFT is down 2.1% and TWLO is up 118.7% - TWLO leads by 120.8 points.
- TWLO has been more active in the news (10 items in the past 4 weeks vs 7 for MSFT).
- Both have 25 recent analyst ratings on file.
- Company
- Microsoft Corporation
- Twilio Inc.
- Price
- $491.55+0.87%
- $223.94+0.72%
- Market cap
- $3.65T
- $34.40B
- 1M return
- +26.31%
- +15.20%
- 1Y return
- -2.09%
- +118.71%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 1986
- 2016
- News (4w)
- 7
- 10
- Recent ratings
- 25
- 25
Microsoft Corporation
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, and Skype for Business, as well as related Client Access Licenses (CAL); Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. Its Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related CALs; GitHub that provides a collaboration platform and code hosting service for developers; and Azure, a cloud platform. It also offers support services and Microsoft consulting services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. Its More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; Windows Internet of Things; and MSN advertising. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. It sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. It has collaborations with Dynatrace, Inc., Morgan Stanley, Micro Focus, WPP plc, ACI Worldwide, Inc., and iCIMS, Inc., as well as a strategic relationship with Avaya Holdings Corp. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.
Twilio Inc.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Latest MSFT
- Microsoft and HUMAIN announce long-term strategic collaboration to enable AI transformation in Saudi Arabia and beyond
- Microsoft Becomes an Official Partner of the Toronto Blue Jays
- The Hardest Part of Quantum-Proofing a Company Isn't the Encryption. It's Deciding Where to Start
- EVP, Chief Human Resources Off Coleman Amy covered exercise/tax liability with 89 shares, decreasing direct ownership by 0.20% to 45,324 units (SEC Form 4)
- Wells Fargo reiterated coverage on Microsoft with a new price target
- CEO Microsoft Commercial Althoff Judson sold $4,878,930 worth of shares (10,000 units at $487.89), decreasing direct ownership by 9% to 100,447 units (SEC Form 4)
- EVP, Chief Marketing Officer Numoto Takeshi sold $2,388,244 worth of shares (4,810 units at $496.48), decreasing direct ownership by 10% to 42,677 units (SEC Form 4)
- BMO Capital Markets reiterated coverage on Microsoft with a new price target
- SEC Form 10-K filed by Microsoft Corporation
- Microsoft earnings press release available on Investor Relations website
Latest TWLO
- Chief Financial Officer Viggiano Aidan sold $326,863 worth of shares (1,394 units at $234.48), decreasing direct ownership by 1% to 108,330 units (SEC Form 4) (withholding obligation)
- Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors
- Director Stafman Andrew sold $123,540,000 worth of shares (500,000 units at $247.08) (SEC Form 4)
- Director Rottenberg Erika sold $881,378 worth of shares (3,500 units at $251.82) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Twilio Inc.
- Twilio to Participate in Upcoming Investor Events
- SEC Form 10-Q filed by Twilio Inc.
- Monness Crespi & Hardt reiterated coverage on Twilio with a new price target
- Twilio Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Twilio Announces Second Quarter 2026 Results