• In January 2026, Twilio and AEG announced a multi-year partnership to deploy Twilio’s customer engagement technology across Crypto.com Arena, the LA Kings, and AEG’s AXS ticketing platform to streamline fan communications before, during, and after events.
• Beyond technology integration, Twilio gains prominent branding as a Founding Partner of Crypto.com Arena, including extensive in-venue visibility and a dedicated fan activation space, deepening its presence in live entertainment.
• Next, we’ll examine how this expanded role in powering Crypto.com Arena fan experiences influences Twilio’s broader investment narrative.

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What Is Twilio's Investment Narrative?

To own Twilio, you have to believe its customer engagement platform can translate modest revenue growth into faster profit expansion over time, despite currently low return on equity and some reliance on one off items. The new AEG partnership fits that thesis more as a branding and proof point than a financial game changer in the near term, especially given the recent 7-day bounce but weak 1-year share performance. It reinforces Twilio’s push into higher value, data driven use cases via Segment, and showcases the brand in a high-traffic, real-world setting, which could support future enterprise wins. Short term, the bigger catalysts still look like February’s results, any updates to 2026 guidance, and continued buybacks, while key risks remain execution, valuation and recent insider selling.

However, investors also need to weigh governance signals like insider selling and high CEO pay. Twilio's shares are on the way up, but they could be overextended by 7%. Uncover the fair value now.

Exploring Other Perspectives

Seven Simply Wall St Community fair value estimates for Twilio span roughly US$68 to almost US$194, underlining how far apart individual views can be. Set that wide dispersion against the current focus on execution, profitability quality and insider selling, and it becomes clear why you might want to compare several perspectives before deciding what Twilio is worth.

Explore 7 other fair value estimates on Twilio - why the stock might be worth 47% less than the current price!

Build Your Own Twilio Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twilio research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twilio research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twilio's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.