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 $115.49B, about 2.8x TWLO ($41.64B).
- Over the past year, NET is up 39.5% and TWLO is up 128.5% - TWLO leads by 89.0 points.
- NET has been more active in the news (8 items in the past 4 weeks vs 6 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- Twilio Inc.
- Price
- $295.13-6.59%
- $242.81-11.19%
- Market cap
- $115.49B
- $41.64B
- 1M return
- -11.69%
- -1.40%
- 1Y return
- +39.54%
- +128.51%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2019
- 2016
- News (4w)
- 8
- 6
- 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
- Cloudflare Announces Date of Third Quarter 2026 Financial Results
- SEC Form 4 filed by Cloudflare Inc.
- Cloudflare Launches Basin: A More Open and Accessible Data Platform for Developers
- Cloudflare and Deutsche Telekom Join Forces for a Secure and Resilient Internet
- Cloudflare Announces Public Certificate Authority for the Post-Quantum Web
- Director Ledbetter Carl sold $1,765,750 worth of shares (5,000 units at $353.15) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Chief Financial Officer Seifert Thomas J converted options into 10,000 shares and sold $3,324,617 worth of shares (10,000 units at $332.46) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Crusoe Adds Cloudflare CFO Thomas Seifert, Digital Realty Former CEO Bill Stein, and Redwood Materials Founder and CEO JB Straubel to its Board of Directors
Latest TWLO
- Twilio to Announce Third Quarter 2026 Results on October 29, 2026
- SEC Form 4 filed by Twilio Inc.
- Chief Financial Officer Viggiano Aidan sold $2,676,624 worth of shares (9,084 units at $294.65), decreasing direct ownership by 8% to 99,246 units (SEC Form 4) (tax liability)
- Chief Executive Officer Shipchandler Khozema sold $4,087,133 worth of shares (13,898 units at $294.08), decreasing direct ownership by 7% to 193,305 units (SEC Form 4) (tax liability)
- Vylor Added to the S&P 500; Twilio Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600
- Twilio downgraded by HSBC Securities with a new price target
- Director Stafman Andrew was granted 345 shares (SEC Form 4)
- Director Suzuki Miyuki was granted 341 shares, increasing direct ownership by 2% to 18,170 units (SEC Form 4)
- Director Rottenberg Erika was granted 344 shares, gifted 344 shares and received a gift of 344 shares (SEC Form 4)
- Director Robinson Douglas A. was granted 341 shares, increasing direct ownership by 9% to 4,228 units (SEC Form 4)