TWLO - NYSE
Twilio Inc.
$227.26
-0.12%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.
At a Glance
Live SnapshotTwilio Inc. Profit Bridge
Profitability Analysis
Gross Margin
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating Margin
Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.
Net Profit Margin
Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Twilio Inc. Income Statement
TWLO • NYSE
| Twilio Inc. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | |||||||||||||
5.1B | 4.5B | 4.2B | 3.8B | 2.8B | 1.8B | 1.1B | 650.1M | 399M | 277.3M | 166.9M | 88.8M | 49.9M | |
GROSS PROFIT | |||||||||||||
(2.6B) | (2.2B) | (2.2B) | (2.1B) | (1.5B) | (885.1M) | (560.6M) | (302.4M) | (187.5M) | (123M) | (75.7M) | (41.4M) | (25.9M) | |
2.4B | 2.2B | 2B | 1.8B | 1.3B | 876.7M | 573.8M | 347.7M | 211.5M | 154.4M | 91.2M | 47.4M | 24.1M | |
OPERATING INCOME | |||||||||||||
(2.3B) | (2.3B) | (2.3B) | (2.8B) | (2.2B) | (1.3B) | (927.8M) | (461.4M) | (277.3M) | (195.6M) | (125.4M) | (73.8M) | (50.9M) | |
(1.3B) | (1.3B) | (1.4B) | (1.7B) | (1.4B) | (817.3M) | (543.8M) | (283M) | (159.2M) | (116.1M) | (84M) | (52M) | (36.9M) | |
(1B) | (1B) | (940.9M) | (1.1B) | (788M) | (530.5M) | (384M) | (171.3M) | (117M) | (75.6M) | (41.4M) | (21.8M) | (14M) | |
174.7M | -40.4M | -386.8M | -993.5M | -900.6M | -471.1M | -354M | -113.7M | -65.8M | -41.2M | -34.2M | -26.4M | -26.9M | |
PRE-TAX INCOME | |||||||||||||
(0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (25M) | (25.1M) | (14.9M) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | |
0.0 | 90.2M | 77.7M | 64.6M | 55.7M | 7.4M | -4.3M | -11.9M | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
-45.6M | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (7.1M) | (1.2M) | (3.9M) | (0.0) | (0.0) | (0.0) | |
-119.6M | -48.2M | -609.9M | -250.2M | -60.3M | -33.3M | -8.2M | -7.4M | 2.8M | 217K | -1.2M | -362K | -4K | |
55.1M | -88.6M | -996.7M | -1.2B | -960.9M | -504.4M | -362.2M | -121.2M | -63M | -41M | -35.4M | -26.7M | -26.9M | |
NET INCOME | |||||||||||||
(21.3M) | (20.8M) | (18.7M) | (12.5M) | -11M | -13.4M | -55.2M | (791K) | (705K) | (326K) | (122K) | (13K) | (0.0) | |
33.8M | -109.4M | -1B | -1.3B | -949.9M | -491M | -307.1M | -121.9M | -63.7M | -41.3M | -35.5M | -26.8M | -26.9M |
SEC Filings
TWLO - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
10-Q 10-Q 2026 Q1 Q1 | May 01, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 30, 2026 | April 30, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 28, 2026 | June 16, 2026 | 2026 | |
8-K 8-K 2026 N/A | March 24, 2026 | March 24, 2026 | 2026 | |
10-K 10-K 2025 FY FY | February 24, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 12, 2026 | February 12, 2026 | 2026 | |
10-Q 10-Q 2025 Q3 Q3 | October 31, 2025 | September 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | October 30, 2025 | October 30, 2025 | 2025 | |
10-Q 10-Q 2025 Q2 Q2 | August 08, 2025 | June 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | August 07, 2025 | August 07, 2025 | 2025 |
Related Guides
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Research Paths
Snapshot
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Value Model
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Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
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Dividends
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Analyst Expectations
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