Compare · NET vs TWLO
NET vs TWLO
Side-by-side comparison of Cloudflare Inc. (NET) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NET and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 3.1x TWLO ($31.38B).
- Over the past year, NET is up 40.7% and TWLO is up 57.6% - TWLO leads by 16.9 points.
- NET has been more active in the news (31 items in the past 4 weeks vs 8 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- Twilio Inc.
- Price
- $277.63+1.93%
- $206.61-0.04%
- Market cap
- $98.14B
- $31.38B
- 1M return
- +20.23%
- +7.26%
- 1Y return
- +40.72%
- +57.65%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2019
- 2016
- News (4w)
- 31
- 8
- Recent ratings
- 25
- 25
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
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 NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)
Latest TWLO
- Twilio to Announce Second Quarter 2026 Results on August 6, 2026
- Twilio upgraded by Stifel with a new price target
- Chief Executive Officer Shipchandler Khozema sold $3,042,343 worth of shares (14,458 units at $210.43) as part of a pre-agreed trading plan, decreasing direct ownership by 7% to 207,203 units (SEC Form 4)
- Chief Financial Officer Viggiano Aidan sold $1,751,907 worth of shares (8,528 units at $205.43) as part of a pre-agreed trading plan, decreasing direct ownership by 7% to 109,724 units (SEC Form 4)
- Chief Financial Officer Viggiano Aidan sold $1,829,978 worth of shares (9,093 units at $201.25), decreasing direct ownership by 7% to 118,252 units (SEC Form 4) to cover withholding tax
- Chief Executive Officer Shipchandler Khozema sold $2,793,699 worth of shares (13,881 units at $201.26), decreasing direct ownership by 6% to 221,661 units (SEC Form 4) (withholding obligation)
- Goldman initiated coverage on Twilio with a new price target
- NYSE Content Update: FIRY Announces Rebranding From Skillz Inc.
- Director Stafman Andrew was granted 399 shares (SEC Form 4)
- Director Suzuki Miyuki was granted 396 shares, increasing direct ownership by 2% to 17,829 units (SEC Form 4)