Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.5B | $1.1B | 6.68 |
| Q1 FY2026 | $1.4B | $90.1M | 0.57 |
| Q4 FY2025 | $1.4B | -$45.9M | -0.30 |
| Q3 FY2025 | $1.3B | $37.2M | 0.23 |
Newest filings
All 260| Form | Filed | |
|---|---|---|
| 10-Q | 7 Aug 2026 | |
| 8-K | 6 Aug 2026 | |
| 8-K | 17 Jun 2026 | |
| 10-Q | 1 May 2026 | |
| 8-K | 30 Apr 2026 | |
| ARS | 28 Apr 2026 | |
| DEFA14A | 28 Apr 2026 | |
| DEF 14A | 28 Apr 2026 |
Description
- Ticker
- TWLO-US
- Exchange
- NYSE
- Index
- S&P MidCap 400
- Industry
- Services-Prepackaged Software
- SIC division
- Services
- CIK
- 0001447669
- LEI
- 5493004W8TRGD63APX93
- FIGI
- BBG0029ZX840
- Share class FIGI
- BBG0029ZX859
- Fiscal year ends
- Dec
- Filings held
- 260 since 2008
- 8-K events
- 107
- Shares short
- 6.3M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Period ending | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 22 Feb 2017 | 1 Mar 2018 | 1 Mar 2019 | 2 Mar 2020 | 26 Feb 2021 | 22 Feb 2022 | 27 Feb 2023 | 27 Feb 2024 | 26 Feb 2025 | 24 Feb 2026 | 24 Feb 2026 | 24 Feb 2026 |
| +Revenue | 89M | 167M | 277M | 399M | 650M | 1,135M | 1,762M | 2,842M | 3,826M | 4,154M | 4,458M | 5,067M |
| −Cost of revenue | 41M | 75M | 121M | 183M | 301M | 526M | 846M | 1,451M | 2,013M | 2,110M | 2,180M | 2,589M |
| Gross profit | 47M | 93M | 157M | 216M | 349M | 609M | 916M | 1,391M | 1,814M | 2,044M | 2,278M | 2,479M |
| % of revenue | 53.4% | 55.4% | 56.5% | 54.2% | 53.7% | 53.7% | 52.0% | 48.9% | 47.4% | 49.2% | 51.1% | 48.9% |
| +Research and development | 22M | 43M | 78M | 121M | 171M | 391M | 531M | 789M | 1,079M | 943M | 1,009M | 1,020M |
| +Sales and marketing | 33M | 49M | 65M | 101M | 176M | 369M | 567M | 1,045M | 1,248M | 1,023M | 861M | 873M |
| +General and administrative | 19M | 36M | 51M | 61Mr | 118Mr | 218M | 311M | 473M | 517M | 469M | 449M | 411M |
| +Restructuring costs | – | – | – | – | – | – | 0M | 0M | 77M | 166M | 13M | 15M |
| +Impairment of long-lived assets | – | – | – | – | – | – | 0M | 0M | 98M | 321M | 0M | 1.8M |
| −Total operating expenses | 74M | 128M | 198M | 282M | 465M | 979M | 1,409M | 2,306M | 3,019M | 2,921M | 2,332M | 2,321M |
| Income from operations | -27M | -35M | -41M | -66M | -115M | -370M | -493M | -916M | -1,205M | -877M | -54M | 158M |
| % of revenue | -30.0% | -21.2% | -14.9% | -16.6% | -17.7% | -32.6% | -28.0% | -32.2% | -31.5% | -21.1% | -1.2% | 3.1% |
| +Share of losses from equity method investment | – | – | – | – | – | – | 0M | 0M | -35M | -122M | -109M | -101M |
| −Impairment of equity method investment | – | – | – | – | – | – | – | – | – | 0M | 0M | 81M |
| −Impairment of strategic investments | – | – | – | – | – | – | – | 0M | 0M | 46M | 8.2M | 0M |
| +Other income, net | -0.1M | 0M | 0.3M | 3.1M | -5.9M | 7.6M | -12M | -45M | -3M | 48M | 82M | 79M |
| Total other expenses, net | – | – | – | – | – | – | -12M | -45M | -38M | -120M | -35M | -103M |
| Income before provision for income taxes | -27M | -35M | -41M | -63M | -121M | -362M | -504M | -961M | -1,244M | -997M | -89M | 55M |
| % of revenue | -30.1% | -21.2% | -14.8% | -15.8% | -18.6% | -31.9% | -28.6% | -33.8% | -32.5% | -24.0% | -2.0% | 1.1% |
| −Provision for income taxes | 0M | 0.1M | 0.3M | 0.7M | 0.8M | -55M | -13M | -11M | 13M | 19M | 21M | 21M |
| Net loss attributable to common stockholders | -27M | -39M | -41M | -64M | -122M | -307M | -491M | – | – | – | – | – |
| Net loss per share attributable to common stockholders, basic and diluted | -1.58 | -2.19 | -0.78 | -0.70 | -1.26 | -2.36 | -3.35 | – | – | – | – | – |
| Weighted-average shares used to compute net loss per share attributable to common stockholders, basic and diluted | 17M | 18M | 53M | 91M | 97M | 130M | 147M | – | – | – | – | – |
| Net income attributable to common stockholders | -27M | -36M | -41M | -64M | – | -307M | -491M | -950M | -1,256M | -1,015M | -109M | 34M |
| % of revenue | -30.1% | -21.3% | -14.9% | -16.0% | -27.1% | -27.9% | -33.4% | -32.8% | -24.4% | -2.5% | 0.7% | |
| Basic | – | – | – | – | – | -2.36 | -3.35 | -5.45 | -6.86 | -5.54 | -0.66 | 0.22 |
| Diluted | – | – | – | – | – | -2.36 | -3.35 | -5.45 | -6.86 | -5.54 | -0.66 | 0.21 |
| Basic | – | – | – | – | – | 130M | 147M | 174M | 183M | 183M | 166M | 153M |
| Diluted | – | – | – | – | – | 130M | 147M | 174M | 183M | 183M | 166M | 160M |
Hover a figure for its source.r restated in a later filing– not reported in that period
Lines in the order and wording of the 10-K filed 24 Feb 2026. 318 of 318 subtotals add up to the company's own totals, and the balance sheet balances in 52 of 52 periods. Newest filing read: 7 Aug 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jun 2026: $1.5B
Revenue = rev
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | – | −18.5% | −18.5% | −30.6% | −13.0% | −7.7% | −9.8% | −11.6% | −10.0% | −1.2% | 0.4% |
| Return on assets | – | – | −14.5% | −14.8% | −16.5% | −9.9% | −6.7% | −8.4% | −9.8% | −8.4% | −1.0% | 0.3% |
| Return on capital | – | – | −14.6% | −15.1% | −22.8% | −12.1% | −7.1% | −8.7% | −8.1% | −6.2% | −0.4% | 1.1% |
| Return on invested capital | – | – | −206.8% | −112.6% | 75.5% | −24.3% | −11.2% | −14.6% | −13.6% | −9.8% | −0.6% | 1.5% |
| Gross margin | 53.4% | 55.4% | 56.5% | 54.2% | 53.7% | 53.7% | 52.0% | 48.9% | 47.4% | 49.2% | 51.1% | 48.9% |
| EBITDA margin | −28.1% | −18.7% | −11.9% | −11.9% | −13.7% | −22.9% | −19.5% | −23.1% | −24.2% | −14.3% | 3.4% | 7.0% |
| Operating margin | −30.0% | −21.2% | −14.9% | −16.6% | −17.7% | −32.6% | −28.0% | −32.2% | −31.5% | −21.1% | −1.2% | 3.1% |
| Incremental operating margin | – | −11.2% | −5.4% | −20.3% | −19.6% | −52.5% | −19.6% | −39.1% | −29.4% | 100.3% | 270.6% | 34.7% |
| Pretax margin | −30.1% | −21.2% | −14.8% | −15.8% | −18.6% | −31.9% | −28.6% | −33.8% | −32.5% | −24.0% | −2.0% | 1.1% |
| Profit margin | −30.1% | −21.3% | −14.9% | −16.0% | −18.8% | −27.1% | −27.9% | −33.4% | −32.8% | −24.4% | −2.5% | 0.7% |
| Net income to common margin | −30.1% | −23.3% | −14.9% | −16.0% | −18.8% | −27.1% | −27.9% | −33.4% | −32.8% | −24.4% | −2.5% | 0.7% |
| Effective tax rate | −0.0% | −0.3% | −0.8% | −1.1% | −0.7% | 15.2% | 2.7% | 1.1% | −1.0% | −1.9% | −23.5% | 38.6% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Revenue grew 22% reported
Revenue was $1,499.1 million against $1,228.4 million a year earlier, up 22%. Organic revenue grew 17% to $1,426.4 million under the company's organic definition.
Gross profit rose 20% reported
GAAP gross profit was $725.9 million, up 20%, with GAAP gross margin at 48% against 49% a year earlier.
Non-GAAP gross margin fell to 49%
Non-GAAP gross profit was $735.7 million, up 18%, and non-GAAP gross margin was 49% against 51% a year earlier.
Non-GAAP operating margin reached 19%
Non-GAAP income from operations was $284.6 million, up 29%, at a 19% margin against 18%. The measure excludes stock-based compensation and other listed items.
GAAP operating income included impairment
GAAP income from operations was $84.5 million, up 129%, after a $32.8 million impairment loss on prepaid assets, which the company excludes from non-GAAP results.
Research and development costs rose
Research and development expense was $273.3 million against $243.5 million. Sales and marketing fell to $216.8 million from $220.7 million. General and administrative rose to $118.4 million from $101.5 million.
Stock compensation fell to 9.5%
Stock-based compensation was $141.9 million, or 9.5% of revenue, against 12.1% a year earlier.
Headcount slightly lower in quarter
The company reported 5,492 employees as of June 30, 2026, compared with 5,558 as of March 31, 2026.
GAAP EPS included tax release benefit
GAAP diluted EPS was $6.68 against $0.14, including a non-cash benefit of $5.91 per share from releasing a significant portion of the valuation allowance on U.S. deferred tax assets.
Non-GAAP diluted EPS rose to $1.47
Non-GAAP diluted EPS was $1.47 against $1.19 on 159.7 million shares. Non-GAAP net income was $234.3 million against $189.4 million.
Deferred tax asset increased on release
The deferred tax asset was $1,029.4 million at June 30, 2026, against $20.0 million at December 31, 2025.
Free cash flow margin reached 24%
Free cash flow was $352.6 million, a 24% margin against 21%, from net cash provided by operating activities of $372.4 million.
Six-month operating cash flow higher
Net cash provided by operating activities was $525.6 million for the six months, against $468.1 million a year earlier.
Cash and securities total at quarter end
Cash and cash equivalents were $823.3 million and short-term marketable securities were $1,833.1 million at June 30, 2026. Long-term debt, net, was $993.2 million.
Guidance
- Revenue$1.505 to $1.515 billionThird quarter 2026 (ending September 30, 2026) · new
- Reported revenue growth16% to 16.5%Third quarter 2026 · new
- Organic revenue growth11% to 12%Third quarter 2026 · new
- Non-GAAP income from operations$285 to $295 millionThird quarter 2026 · new
- Non-GAAP diluted EPS$1.42 to $1.47Third quarter 2026 · new
- Non-GAAP weighted average diluted shares160 millionThird quarter 2026 · new
- Reported revenue growth18% to 18.5%Fiscal 2026 · raised from 14% to 15%
- Organic revenue growth13% to 13.5%Fiscal 2026 · raised from 9.5% to 10.5%
- Non-GAAP gross profit growthsimilar to its organic revenue growth rangeFiscal 2026 · kept from similar to its organic revenue growth range
- Non-GAAP income from operations$1.135 billion to $1.155 billionFiscal 2026 · raised from $1.08 billion to $1.10 billion
- Free cash flow$1.135 billion to $1.155 billionFiscal 2026 · raised from $1.08 billion to $1.10 billion
In their words
“We are in a powerful new chapter at Twilio, marked by another quarter of organic growth acceleration as well as record profitability and free cash flow” Khozema Shipchandler, CEO of Twilio
“In a world where humans and AI agents increasingly work side by side, Twilio is providing the infrastructure to power them both.” Khozema Shipchandler, CEO of Twilio
Coming up
Repurchase program expiry date. The $2.0 billion repurchase program is set to expire on December 31, 2027.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
- Twilio Communications$4.2B 93.3%
- Segment$297.7M 6.7%
- Messaging$2.9B 56.8%
- Other$746.5M 14.7%
- Voice$615.7M 12.1%
- Email$523.5M 10.3%
- Segment$303.3M 6.0%
- United States$3.2B 64.1%
- International$1.8B 35.9%
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 6 Aug 2026 | 8-K | Results | 2.02, 9.01 | |
| 17 Jun 2026 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | |
| 30 Apr 2026 | 8-K | Results | 2.02, 9.01 | |
| 24 Mar 2026 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | |
| 12 Feb 2026 | 8-K | Results | 2.02, 9.01 | |
| 30 Oct 2025 | 8-K | Results | 2.02, 9.01 | |
| 7 Aug 2025 | 8-K | Results | 2.02, 9.01 | |
| 11 Jun 2025 | 8-K | Shareholder voteBylaws or fiscal year change | 5.03, 5.07, 9.01 | |
| 1 May 2025 | 8-K | Results | 2.02, 9.01 | |
| 13 Feb 2025 | 8-K | Results | 2.02, 9.01 | |
| 23 Jan 2025 | 8-K | ResultsBylaws or fiscal year changeOther events | 2.02, 5.03, 8.01, 9.01 | |
| 16 Dec 2024 | 8-K | Leadership change | 5.02 | |
| 30 Oct 2024 | 8-K | Results | 2.02, 9.01 | |
| 4 Oct 2024 | 8-K | Leadership change | 5.02, 9.01 | |
| 1 Aug 2024 | 8-K | Results | 2.02, 9.01 | |
| 10 Jun 2024 | 8-K | Shareholder vote | 5.07 | |
| 7 May 2024 | 8-K | Results | 2.02, 9.01 | |
| 4 Apr 2024 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | |
| 1 Apr 2024 | 8-K | Leadership changeMaterial agreementInvestor update | 1.01, 5.02, 7.01, 9.01 | |
| 5 Mar 2024 | 8-K | Investor updateOther events | 7.01, 8.01, 9.01 | |
| 14 Feb 2024 | 8-K | Results | 2.02, 9.01 | |
| 9 Feb 2024 | 8-K | Bylaws or fiscal year change | 5.03, 9.01 | |
| 8 Jan 2024 | 8-K | ResultsLeadership changeInvestor updateOther events | 2.02, 5.02, 7.01, 8.01, 9.01 | |
| 4 Dec 2023 | 8-K | RestructuringInvestor update | 2.05, 7.01, 9.01 | |
| 1 Dec 2023 | 8-K | Leadership change | 5.02, 9.01 | |
| 8 Nov 2023 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 8 Aug 2023 | 8-K | Results | 2.02, 9.01 | |
| 29 Jun 2023 | 8-K | Shareholder rights changeBylaws or fiscal year changeOther events | 3.03, 5.03, 8.01, 9.01 | |
| 14 Jun 2023 | 8-K | Shareholder vote | 5.07 | |
| 9 May 2023 | 8-K | Results | 2.02, 9.01 | |
| 30 Mar 2023 | 8-K | Leadership change | 5.02, 9.01 | |
| 23 Feb 2023 | 8-K | Leadership change | 5.02, 9.01 | |
| 15 Feb 2023 | 8-K | ResultsLeadership changeOther events | 2.02, 5.02, 8.01, 9.01 | |
| 13 Feb 2023 | 8-K | ResultsLeadership changeRestructuringInvestor updateOther events | 2.02, 2.05, 5.02, 7.01, 8.01, 9.01 | |
| 3 Feb 2023 | 8-K | Leadership change | 5.02 | |
| 9 Dec 2022 | 8-K/A | Leadership change | 5.02 | |
| 3 Nov 2022 | 8-K | Results | 2.02, 9.01 | |
| 14 Sep 2022 | 8-K | RestructuringInvestor update | 2.05, 7.01, 9.01 | |
| 4 Aug 2022 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 23 Jun 2022 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 16 May 2022 | 8-K | Material agreementInvestor updateOther events | 1.01, 7.01, 8.01, 9.01 | |
| 4 May 2022 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 14 Feb 2022 | 8-K | Other events | 8.01 | |
| 9 Feb 2022 | 8-K | Results | 2.02, 9.01 | |
| 10 Dec 2021 | 8-K | Leadership change | 5.02 | |
| 27 Oct 2021 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 17 Aug 2021 | 8-K | Material agreementInvestor updateOther events | 1.01, 7.01, 8.01, 9.01 | |
| 29 Jul 2021 | 8-K | Results | 2.02, 9.01 | |
| 14 Jul 2021 | 8-K | Share saleOther events | 3.02, 8.01, 9.01 | |
| 24 Jun 2021 | 8-K | Other events | 8.01, 9.01 |
Every filing
The company's filings with the SEC, newest first: 260 held. Insider, fund and large-holder filings have their own tables below.
| 7 Aug 2026 | 10-Q | 30 Jun 2026 | |
| 6 Aug 2026 | 8-K | 6 Aug 2026 | |
| 17 Jun 2026 | 8-K | 16 Jun 2026 | |
| 1 May 2026 | 10-Q | 31 Mar 2026 | |
| 30 Apr 2026 | 8-K | 30 Apr 2026 | |
| 28 Apr 2026 | ARS | 31 Dec 2025 | |
| 28 Apr 2026 | DEFA14A | – | |
| 28 Apr 2026 | DEF 14A | 16 Jun 2026 | |
| 24 Mar 2026 | 8-K | 24 Mar 2026 | |
| 24 Feb 2026 | IRANNOTICE | – | |
| 24 Feb 2026 | 10-K | 31 Dec 2025 | |
| 12 Feb 2026 | 8-K | 12 Feb 2026 | |
| 31 Oct 2025 | 10-Q | 30 Sep 2025 | |
| 30 Oct 2025 | 8-K | 30 Oct 2025 | |
| 8 Aug 2025 | 10-Q | 30 Jun 2025 | |
| 7 Aug 2025 | 8-K | 7 Aug 2025 | |
| 11 Jun 2025 | 8-K | 10 Jun 2025 | |
| 2 May 2025 | IRANNOTICE | – | |
| 2 May 2025 | 10-Q | 31 Mar 2025 | |
| 1 May 2025 | 8-K | 1 May 2025 | |
| 25 Apr 2025 | ARS | 31 Dec 2024 | |
| 25 Apr 2025 | DEFA14A | – | |
| 25 Apr 2025 | DEF 14A | 10 Jun 2025 | |
| 10 Apr 2025 | PRE 14A | 10 Jun 2025 | |
| 26 Feb 2025 | S-8 | – | |
| 26 Feb 2025 | IRANNOTICE | – | |
| 26 Feb 2025 | 10-K | 31 Dec 2024 | |
| 13 Feb 2025 | 8-K | 13 Feb 2025 | |
| 23 Jan 2025 | 8-K | 19 Jan 2025 | |
| 16 Dec 2024 | 8-K | 13 Dec 2024 | |
| 31 Oct 2024 | 10-Q | 30 Sep 2024 | |
| 30 Oct 2024 | 8-K | 30 Oct 2024 | |
| 4 Oct 2024 | 8-K | 30 Sep 2024 | |
| 1 Aug 2024 | 10-Q | 30 Jun 2024 | |
| 1 Aug 2024 | 8-K | 1 Aug 2024 | |
| 10 Jun 2024 | 8-K | 6 Jun 2024 | |
| 4 Jun 2024 | DEFA14A | – | |
| 24 May 2024 | DEFA14A | – | |
| 8 May 2024 | 10-Q | 31 Mar 2024 | |
| 7 May 2024 | 8-K | 7 May 2024 | |
| 26 Apr 2024 | ARS | 31 Dec 2023 | |
| 26 Apr 2024 | DEFA14A | – | |
| 26 Apr 2024 | DEF 14A | 6 Jun 2024 | |
| 12 Apr 2024 | PRE 14A | 6 Jun 2024 | |
| 4 Apr 2024 | DFAN14A | – | |
| 4 Apr 2024 | DEFA14A | – | |
| 4 Apr 2024 | 8-K | 3 Apr 2024 | |
| 1 Apr 2024 | DEFA14A | – | |
| 1 Apr 2024 | 8-K | 30 Mar 2024 | |
| 5 Mar 2024 | 8-K | 4 Mar 2024 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 1,934 | $288.02 | $557.0K | 191,371 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 1,900 | $289.13 | $549.4K | 189,471 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 5,156 | $290.24 | $1.5M | 184,315 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 501 | $291.47 | $146.0K | 183,814 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 800 | $292.33 | $233.9K | 183,014 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 1,600 | $293.14 | $469.0K | 181,414 | 7 Oct 2026 |
| 5 Oct 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 2,551 | $294.53 | $751.3K | 178,863 | 7 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 100 | $289.68 | $29.0K | 108,230 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 500 | $291.35 | $145.7K | 107,730 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 380 | $292.17 | $111.0K | 107,350 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 750 | $293.42 | $220.1K | 106,600 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 3,504 | $294.53 | $1.0M | 103,096 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 2,740 | $295.60 | $809.9K | 100,356 | 2 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 1,110 | $296.34 | $328.9K | 99,246 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 260 | $289.98 | $75.4K | 206,943 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 1,060 | $291.15 | $308.6K | 205,883 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 1,450 | $292.10 | $423.5K | 204,433 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 2,330 | $293.44 | $683.7K | 202,103 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 5,168 | $294.55 | $1.5M | 196,935 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 2,670 | $295.56 | $789.2K | 194,265 | 2 Oct 2026 |
| 30 Sep 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 960 | $296.29 | $284.4K | 193,305 | 2 Oct 2026 |
| 17 Aug 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 610 | $233.32 | $142.3K | 109,114 | 19 Aug 2026 |
| 17 Aug 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 310 | $234.30 | $72.6K | 108,804 | 19 Aug 2026 |
| 17 Aug 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 304 | $234.95 | $71.4K | 108,500 | 19 Aug 2026 |
| 17 Aug 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 170 | $238.10 | $40.5K | 108,330 | 19 Aug 2026 |
| 12 Aug 2026 | Stafman AndrewDirector | Sale outside a trading plan | 500,000 | $247.08 | $123.5M | 120,000 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 487 | $249.17 | $121.3K | 30,906 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 357 | $250.83 | $89.5K | 30,549 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 1,504 | $251.74 | $378.6K | 29,045 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 628 | $252.55 | $158.6K | 28,417 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 190 | $253.56 | $48.2K | 28,227 | 12 Aug 2026 |
| 10 Aug 2026 | Rottenberg ErikaDirector | Sale under a trading plan | 334 | $254.78 | $85.1K | 27,893 | 12 Aug 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 2,773 | $206.99 | $574.0K | 218,888 | 8 Jul 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 1,000 | $208.48 | $208.5K | 217,888 | 8 Jul 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 2,300 | $210.08 | $483.2K | 215,588 | 8 Jul 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 4,434 | $211.26 | $936.7K | 211,154 | 8 Jul 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 2,891 | $212.36 | $613.9K | 208,263 | 8 Jul 2026 |
| 6 Jul 2026 | Shipchandler KhozemaChief Executive Officer | Sale under a trading plan | 1,060 | $213.25 | $226.0K | 207,203 | 8 Jul 2026 |
| 2 Jul 2026 | Viggiano AidanChief Financial Officer | Sale under a trading plan | 8,528 | $205.43 | $1.8M | 109,724 | 7 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 1,340 | $199.27 | $267.0K | 126,005 | 2 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 2,304 | $200.28 | $461.5K | 123,701 | 2 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 2,779 | $201.30 | $559.4K | 120,922 | 2 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 2,430 | $202.97 | $493.2K | 118,492 | 2 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanChief Financial Officer | Sale outside a trading plan | 240 | $203.68 | $48.9K | 118,252 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 1,950 | $199.24 | $388.5K | 233,592 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 3,231 | $200.20 | $646.9K | 230,361 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 4,286 | $201.26 | $862.6K | 226,075 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 1,560 | $202.49 | $315.9K | 224,515 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 2,780 | $203.15 | $564.8K | 221,735 | 2 Jul 2026 |
| 30 Jun 2026 | Shipchandler KhozemaChief Executive Officer | Sale outside a trading plan | 74 | $203.88 | $15.1K | 221,661 | 2 Jul 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 5 Oct 2026 | Shipchandler KhozemaOfficer, Director | 14,442 | $4.2M | 5 Oct 2026 |
| 30 Sep 2026 | Viggiano AidanOfficer | 9,084 | $2.7M | 30 Sep 2026 |
| 30 Sep 2026 | Shipchandler KhozemaOfficer, Director | 13,898 | $4.1M | 30 Sep 2026 |
| 17 Aug 2026 | Viggiano AidanOfficer | 1,394 | $326.9K | 17 Aug 2026 |
| 12 Aug 2026 | Sachem Head Capital Management LPDirector, Affiliate of Director | 500,000 | $123.5M | 12 Aug 2026 |
| 10 Aug 2026 | ROTTENBERG ERIKADirector | 3,500 | $881.4K | 10 Aug 2026 |
| 6 Jul 2026 | Shipchandler KhozemaOfficer, Director | 14,458 | $3.0M | 6 Jul 2026 |
| 2 Jul 2026 | Viggiano AidanOfficer | 8,528 | $1.8M | 2 Jul 2026 |
| 30 Jun 2026 | Viggiano AidanOfficer | 9,093 | $1.8M | 30 Jun 2026 |
| 30 Jun 2026 | Shipchandler KhozemaOfficer, Director | 13,881 | $2.8M | 30 Jun 2026 |
| 4 Jun 2026 | Shipchandler KhozemaOfficer, Director | 44,158 | $10.4M | 4 Jun 2026 |
| 1 Jun 2026 | ROTTENBERG ERIKADirector | 2,000 | $398.0K | 1 Jun 2026 |
| 27 May 2026 | Sachem Head Capital Management LPAffiliate of Director | 1,000,000 | $184.1M | 27 May 2026 |
| 26 May 2026 | Shipchandler KhozemaOfficer, Director | 32,158 | $6.0M | 26 May 2026 |
| 19 May 2026 | Viggiano AidanOfficer | 1,828 | $365.6K | 19 May 2026 |
| 15 May 2026 | Viggiano AidanOfficer | 1,376 | $271.7K | 15 May 2026 |
| 12 May 2026 | Sachem Head Capital Management LPDirector, Affiliate of Director | 675,000 | $130.6M | 12 May 2026 |
| 4 May 2026 | ROTTENBERG ERIKADirector | 1,500 | $278.0K | 4 May 2026 |
| 21 Apr 2026 | ROTTENBERG ERIKADirector | 1,800 | $268.2K | 21 Apr 2026 |
| 6 Apr 2026 | Shipchandler KhozemaOfficer, Director | 15,715 | $2.1M | 6 Apr 2026 |
| 2 Apr 2026 | Viggiano AidanOfficer | 9,389 | $1.2M | 2 Apr 2026 |
| 31 Mar 2026 | Viggiano AidanOfficer | 8,231 | $1.0M | 31 Mar 2026 |
| 31 Mar 2026 | Shipchandler KhozemaOfficer, Director | 12,624 | $1.6M | 31 Mar 2026 |
| 2 Mar 2026 | Viggiano AidanOfficer | 806 | $100.8K | 2 Mar 2026 |
| 17 Feb 2026 | Viggiano AidanOfficer | 1,023 | $113.2K | 17 Feb 2026 |
| 6 Jan 2026 | Shipchandler KhozemaOfficer, Director | 13,336 | $1.8M | 6 Jan 2026 |
| 5 Jan 2026 | Viggiano AidanOfficer | 7,213 | $980.8K | 5 Jan 2026 |
| 31 Dec 2025 | Viggiano AidanOfficer | 8,109 | $1.2M | 31 Dec 2025 |
| 31 Dec 2025 | Shipchandler KhozemaOfficer, Director | 13,266 | $1.9M | 31 Dec 2025 |
| 2 Dec 2025 | Sachem Head Capital Management LPDirector, Affiliate of Director | 1,000,000 | $129.0M | 2 Dec 2025 |
| 19 Nov 2025 | Viggiano AidanOfficer | 546 | $65.9K | 19 Nov 2025 |
| 17 Nov 2025 | Viggiano AidanOfficer | 1,514 | $186.6K | 17 Nov 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 27 Jul 2026 | JPMORGAN CHASE & CO. | 13G amended | 8% | 12.2M |
| 30 Apr 2026 | Vanguard Capital Management | 13G | 5.35% | 8.1M |
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 5.34% | 8.1M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 5 Feb 2026 | FMR LLC | 13G amended | 7% | 10.7M |
| 23 Jan 2026 | JPMORGAN CHASE & CO. | 13G amended | 6% | 9.2M |
| 5 Nov 2025 | FMR LLC | 13G | 5.4% | 8.3M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 4 May 2026 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 3 Jun 2026 |
| 17 Apr 2025 | Josh GottheimerNJ05 | Sale | $1,001 - $15,000 | JT | 14 May 2025 |
| 25 Feb 2025 | Rob BresnahanPA08 | Purchase | $1,001 - $15,000 | Self | 27 Mar 2025 |
| 4 Mar 2025 | Rob BresnahanPA08 | Purchase | $1,001 - $15,000 | Self | 27 Mar 2025 |
| 6 Feb 2025 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 6 Mar 2025 |
| 31 Jan 2025 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 10 Feb 2025 |
| 25 Aug 2023 | Morgan McGarveyKY03 | Sale | $1,001 - $15,000 | SP | 26 Sep 2023 |
| 16 Mar 2021 | Josh GottheimerNJ05 | Sale | $1,001 - $15,000 | JT | 21 Apr 2021 |
| 24 Feb 2021 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 10 Mar 2021 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 6.3M | +17.4% | 1.91 |
| 15 Sep 2026 | 5.4M | +20.36% | 3.47 |
| 31 Aug 2026 | 4.5M | +6.69% | 2.32 |
| 14 Aug 2026 | 4.2M | -2.28% | 1.23 |
| 31 Jul 2026 | 4.3M | +2.27% | 2.73 |
| 15 Jul 2026 | 4.2M | -4.17% | 2.4 |
| 30 Jun 2026 | 4.4M | -20.89% | 1.87 |
| 15 Jun 2026 | 5.6M | +1.38% | 1.83 |
| 29 May 2026 | 5.5M | -9.75% | 2.15 |
| 15 May 2026 | 6.1M | -0.87% | 1.73 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
1,039
quarter to 30 Jun 2026
Added or new
507
since 31 Mar 2026
Trimmed
311
in the quarter
Largest holder
BlackRock, Inc.
$3.4B
| BlackRock, Inc. | $3.4B | 16.6M | +23.9K | Added | 0.05% | Filing ↗ |
| JPMorgan Chase & Co. | $2.4B | 12.2M | +2.9M | Added | 0.14% | Filing ↗ |
| FMR LLC | $2.3B | 11.3M | -267.8K | Trimmed | 0.10% | Filing ↗ |
| Vanguard Portfolio Management LLC | $1.6B | 7.6M | -438.3K | Trimmed | 0.07% | Filing ↗ |
| Vanguard Capital Management LLC | $1.4B | 6.8M | +60.6K | Added | 0.03% | Filing ↗ |
| State Street Corp. | $1.2B | 6.0M | +143.1K | Added | 0.04% | Filing ↗ |
| Geode Capital Management, LLC | $591.7M | 2.9M | +43.5K | Added | 0.03% | Filing ↗ |
| Alkeon Capital Management LLC | $481.9M | 2.3M | +495.7K | Added | 1.86% | Filing ↗ |
| Royal Bank of Canada | $464.3M | 2.3M | -1.0M | Trimmed | 0.08% | Filing ↗ |
| Pictet Asset Management Holding SA | $463.6M | 2.2M | -83.8K | Trimmed | 0.44% | Filing ↗ |
| Jericho Capital Asset Management L.P. | $452.4M | 2.2M | +1.5M | Added | 3.74% | Filing ↗ |
| Norges Bank | $399.4M | 1.9M | – | Held | 0.04% | Filing ↗ |
| Durable Capital Partners LP | $380.9M | 1.8M | +1.8M | New | 3.71% | Filing ↗ |
| Capital World Investors | $368.7M | 1.8M | +1.8M | New | 0.04% | Filing ↗ |
| Morgan Stanley | $357.4M | 1.7M | -133.0K | Trimmed | 0.02% | Filing ↗ |
| Northern Trust Corp. | $350.6M | 1.7M | -100.9K | Trimmed | 0.04% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $325.1M | 1.6M | +101.7K | Added | 0.06% | Filing ↗ |
| Dimensional Fund Advisors LP | $296.0M | 1.4M | -58.9K | Trimmed | 0.05% | Filing ↗ |
| Nordea Investment Management AB | $253.2M | 1.3M | +84.3K | Added | 0.21% | Filing ↗ |
| Polar Capital Holdings Plc | $248.6M | 1.2M | +1.0M | Added | 0.71% | Filing ↗ |
| Goldman Sachs Group Inc. | $239.4M | 1.2M | +270.7K | Added | 0.03% | Filing ↗ |
| Amundi | $237.4M | 1.2M | +259.8K | Added | 0.06% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $232.6M | 1.1M | -10.7K | Trimmed | 0.03% | Filing ↗ |
| SRS Investment Management, LLC | $221.9M | 1.1M | -988.7K | Trimmed | 2.08% | Filing ↗ |
| Bank of America Corp. | $209.8M | 1.0M | +41.3K | Added | 0.01% | Filing ↗ |
| Bank of New York Mellon Corp | $199.1M | 965.0K | -51.9K | Trimmed | 0.03% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $198.8M | 963.3K | +19.6K | Added | 0.04% | Filing ↗ |
| Legal & General Group Plc | $185.0M | 896.8K | -27.9K | Trimmed | 0.04% | Filing ↗ |
| UBS Group AG | $180.1M | 872.9K | -470.9K | Trimmed | 0.03% | Filing ↗ |
| Qube Research & Technologies Ltd | $176.3M | 854.3K | +854.3K | New | 0.20% | Filing ↗ |
| Allspring Global Investments Holdings, LLC | $172.5M | 824.0K | +340.4K | Added | 0.27% | Filing ↗ |
| Deutsche Bank AG | $172.4M | 835.5K | +80.1K | Added | 0.05% | Filing ↗ |
| Fred Alger Management, LLC | $171.4M | 830.9K | +640.2K | Added | 0.57% | Filing ↗ |
| Whale Rock Capital Management LLC | $169.6M | 821.8K | +821.8K | New | 1.36% | Filing ↗ |
| Balyasny Asset Management L.P. | $155.9M | 755.6K | -348.2K | Trimmed | 0.29% | Filing ↗ |
| Principal Financial Group Inc. | $155.9M | 755.4K | +141.3K | Added | 0.08% | Filing ↗ |
| Atreides Management, LP | $148.6M | 720.3K | -201.3K | Trimmed | 1.33% | Filing ↗ |
| Quantinno Capital Management LP | $139.8M | 677.7K | +28.8K | Added | 0.17% | Filing ↗ |
| Arrowstreet Capital, Limited Partnership | $135.7M | 657.9K | +66.2K | Added | 0.06% | Filing ↗ |
| Sachem Head Capital Management LP | $127.9M | 620.0K | -1.7M | Trimmed | 2.65% | Filing ↗ |
| First Trust Advisors LP | $121.2M | 587.3K | -134.4K | Trimmed | 0.07% | Filing ↗ |
| Earnest Partners LLC | $116.7M | 565.5K | -11.1K | Trimmed | 0.42% | Filing ↗ |
| Voya Investment Management LLC | $115.7M | 560.6K | +464.2K | Added | 0.11% | Filing ↗ |
| Lord, Abbett & Co. LLC | $115.7M | 560.6K | +560.6K | New | 0.35% | Filing ↗ |
| 1832 Asset Management L.P. | $114.6M | 555.5K | +555.5K | New | 0.14% | Filing ↗ |
| Nomura Asset Management International Inc. | $109.2M | 529.3K | +285.0K | Added | 0.17% | Filing ↗ |
| No Street GP LP | $105.2M | 510.0K | -209.0K | Trimmed | 6.32% | Filing ↗ |
| Robeco Institutional Asset Management B.V. | $104.4M | 506.0K | -237.6K | Trimmed | 0.13% | Filing ↗ |
| Truist Financial Corp. | $104.2M | 505.1K | +49.8K | Added | 0.13% | Filing ↗ |
| Wells Fargo & Company | $101.7M | 492.8K | +182.6K | Added | 0.02% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | Non-GAAP income (loss) from operations | Proxy |
|---|---|---|---|---|---|---|---|---|---|
| FY ending 31 Dec 2025 | $24.3M | $52.3M | $9.5M | $18.9M | $42 | $258 | $34.0M | $924.0M | DEF 14A 28 Apr 2026 |
| FY ending 31 Dec 2024 | $9.4MJeff Lawson$27.2MKhozema Shipchandler | $3.2M$65.6M | $7.8M | $17.4M | $32 | $208 | $-109.0M | $714.4M | DEF 14A 28 Apr 2026 |
| FY ending 31 Dec 2023 | $0.1M | $2.5M | $12.7M | $16.4M | $22 | $152 | $-1.01B | $533.0M | DEF 14A 28 Apr 2026 |
| FY ending 31 Dec 2022 | $49.4M | $-20.0M | $30.0M | $-1.6M | $14 | $97 | $-1.26B | $-4.5M | DEF 14A 28 Apr 2026 |
| FY ending 31 Dec 2021 | $14.6M | $-7.8M | $14.5M | $-2.4M | $78 | $135 | $-950.0M | $2.5M | DEF 14A 28 Apr 2026 |
| FY ending 31 Dec 2020 | $13.8M | $121.3M | $6.8M | $74.0M | $344 | $144 | $-491.0M | $35.7M | DEF 14A 25 Apr 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| Proposal 1 - Election of Directors. | ||||||
| Charles Bell | 118,662,184 | 629,989 | – | 11,845,816 | 99.5% | – |
| Jeffrey Immelt | 116,040,337 | 3,251,836 | – | 11,845,816 | 97.3% | – |
| Douglas Robinson | 118,171,168 | 1,121,005 | – | 11,845,816 | 99.1% | – |
| Erika Rottenberg | 115,400,239 | 3,891,934 | – | 11,845,816 | 96.7% | – |
| Proposal 2 - Ratification of Appointment of Independent Registered Public Accounting Firm. | ||||||
| All shares voting | 128,947,987 | 2,137,476 | 52,526 | – | 98.4% | – |
| Proposal 3 - Non-Binding Advisory Vote on Compensation of Named Executive Officers. | ||||||
| All shares voting | 111,551,506 | 7,515,131 | 225,536 | 11,845,816 | 93.7% | – |
| Proposal 4 - Approve the Twilio Inc. Amended and Restated 2016 Stock Option and Incentive Plan. | ||||||
| All shares voting | 88,949,992 | 30,250,610 | 91,571 | 11,845,816 | 74.6% | – |
| Proposal 5 - Approve the Twilio Inc. Amended and Restated 2016 Employee Stock Purchase Plan. | ||||||
| All shares voting | 118,850,839 | 398,239 | 43,095 | 11,845,816 | 99.7% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Twilio Inc.this company | $40.2B | $5.6B | 17.8% | 5.2% | 20.6% | 12.8% | 36.5× | 89.8× |
| Microsoft Corp. | $3.89T | $331.8B | 17.8% | 46.8% | 40.3% | 30.2% | 29.2× | 20.2× |
| Palantir Technologies Inc. | $472.8B | $6.2B | 78.9% | 42.8% | 49.0% | 30.9% | 168.2× | 176.8× |
| Oracle Corp. | $381.3B | $71.8B | 21.6% | 32.1% | 26.4% | 28.3% | 19.8× | 13.9× |
| SAP SE | $278.1B | $41.6B | 7.7% | 26.1% | 19.5% | 16.1% | 34.8× | – |
| CrowdStrike Holdings, Inc. | $263.7B | $5.4B | 24.3% | -2.2% | – | – | – | – |
| Shopify Inc. | $218.9B | $13.3B | 32.5% | 13.9% | 14.5% | 15.2% | 113.2× | 116.0× |
| Salesforce, Inc. | $204.5B | $43.9B | 11.2% | 19.9% | 22.0% | 25.2% | 22.7× | 18.6× |
| ServiceNow, Inc. | $164.3B | $14.7B | 22.2% | 11.4% | 11.3% | 13.3% | 99.3× | 63.0× |
| Adobe Inc. | $103.2B | $26.0B | 12.0% | 35.7% | 28.0% | 61.9% | 14.7× | 10.5× |
| Datadog, Inc. | $100.0B | $4.0B | 31.5% | 0.4% | 4.5% | 4.1% | 539.3× | 1282.6× |
What the company does
Twilio sells communications application programming interfaces (APIs) that let developers build messaging, voice, email and video interactions into the applications businesses use with their customers. It also sells software for specific needs, including digital engagement centers, marketing campaigns and user authentication, along with customer data tools. At December 31, 2025 it had over 402,000 Active Customer Accounts, from small and medium-sized businesses to large enterprises. It was incorporated in Delaware in March 2008 and has its principal executive offices in San Francisco, California.
Products
Programmable Messaging is an API for sending and receiving SMS, MMS, RCS and over-the-top messages such as WhatsApp and Facebook Messenger, used for account notifications, marketing, alerts, order confirmations and customer care. Programmable Voice lets developers make, manage and receive phone calls through a browser, app or phone, over both the public switched telephone network and VoIP, with features such as AI-based virtual agents, conferencing, call recording and contact center use. Twilio SendGrid Email is an email API and no-code interface built on the company's own mail transfer agent, with a Marketing Campaigns product on top for sending email campaigns. Twilio Verify handles user verification through one-time passwords over SMS, voice and email, push authentication and passkeys, and includes Fraud Guard to block fraudulent traffic such as SMS pumping. Twilio Segment is its customer data platform, which gathers each customer's data into a single profile for audiences, personalization and journey orchestration.
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