TWILIO INC
TWLONYSE
$206.78
↑ +0.0%Jul 17 close · end-of-day
Price
1Y↑ +69.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$32.6B
Enterprise Value
$31.3B
P/E
313.3
P/S
6.2
P/B
4.2
EV/EBITDA
74.0
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$5.3B
Net Income (TTM)
$104.1M
Free Cash Flow (TTM)
—
Gross Margin
48.7%
Operating Margin
4.6%
Net Margin
2.0%
ROE
1.3%
ROIC
3.0%
Debt / Equity
0.1
Net Cash
$1.4B
Return 1Y
+63.6%
Company profile
Twilio provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. The company was incorporated in 2008 and is headquartered in San Francisco, California.
- CEO
- Jeffery G. Lawson
- Sector
- Services
- Industry
- Computer Software
- Employees
- 8,160
- Headquarters
- California
- Website
- twilio.com
Management & directors
- Shipchandler KhozemaChief Executive Officer
- Viggiano AidanChief Financial Officer
Roles derived from SEC Form 4 filings.
Earnings
TWLO Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$1.4B↑ +20.0%
Diluted EPS$0.57↑ +375.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.8B | $2.8B | $3.8B | $4.2B | $4.5B | $5.1B |
| Gross profit | $915.7M | $1.4B | $1.8B | $2.0B | $2.3B | $2.5B |
| Operating income | -$492.9M | -$915.6M | -$1.2B | -$876.5M | -$53.7M | $157.8M |
| Net income | -$491.0M | -$950.0M | -$1.3B | -$1.0B | -$109.0M | $34.0M |
| Diluted EPS | -$3.35 | -$5.45 | -$6.86 | -$5.54 | -$0.66 | $0.21 |
| Operating cash flow | $32.7M | -$58.2M | -$254.4M | $414.8M | $716.2M | $1.0B |
| Free cash flow | $6.8M | -$104.2M | — | — | — | — |
| Gross margin | 52.0% | 48.9% | 47.4% | 49.2% | 51.1% | 48.9% |
| Operating margin | -28.0% | -32.2% | -31.5% | -21.1% | -1.2% | 3.1% |
| Net margin | -27.9% | -33.4% | -32.8% | -24.4% | -2.4% | 0.7% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.1B | $1.2B | $1.2B | $1.2B | $1.3B | $1.4B | $1.4B |
| Gross profit | $555.8M | $578.6M | $599.7M | $581.6M | $602.7M | $632.1M | $662.4M | $684.2M |
| Operating income | -$19.0M | -$4.9M | $13.7M | $23.1M | $37.0M | $40.9M | $56.8M | $107.7M |
| Net income | -$31.9M | -$9.7M | -$12.1M | $20.0M | $22.4M | $37.2M | -$45.7M | $90.1M |
| Diluted EPS | -$0.19 | -$0.06 | -$0.10 | $0.12 | $0.14 | $0.23 | -$0.28 | $0.57 |
| Operating cash flow | $213.3M | $204.3M | $108.4M | $191.0M | $277.1M | $263.6M | $271.6M | $153.2M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 51.3% | 51.0% | 50.2% | 49.6% | 49.1% | 48.6% | 48.5% | 48.6% |
| Operating margin | -1.8% | -0.4% | 1.1% | 2.0% | 3.0% | 3.1% | 4.2% | 7.7% |
| Net margin | -2.9% | -0.9% | -1.0% | 1.7% | 1.8% | 2.9% | -3.3% | 6.4% |
Company news
Jul 20, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 4,434 | $211.26 | $936,723.74 | filing |
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 2,891 | $212.36 | $613,940.57 | filing |
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 2,773 | $206.99 | $573,970.24 | filing |
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 2,300 | $210.08 | $483,178.48 | filing |
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 1,060 | $213.25 | $226,046.06 | filing |
| 2026-07-06 | Shipchandler Khozema· Chief Executive Officer | Sale | 1,000 | $208.48 | $208,484.00 | filing |
| 2026-07-02 | Viggiano Aidan· Chief Financial Officer | Sale | 8,528 | $205.43 | $1.8M | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 4,286 | $201.26 | $862,602.93 | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 3,231 | $200.20 | $646,858.80 | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 2,780 | $203.15 | $564,752.00 | filing |
| 2026-06-30 | Viggiano Aidan· Chief Financial Officer | Sale | 2,779 | $201.30 | $559,406.86 | filing |
| 2026-06-30 | Viggiano Aidan· Chief Financial Officer | Sale | 2,430 | $202.97 | $493,209.32 | filing |
| 2026-06-30 | Viggiano Aidan· Chief Financial Officer | Sale | 2,304 | $200.28 | $461,453.41 | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 1,950 | $199.24 | $388,510.59 | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 1,560 | $202.49 | $315,886.90 | filing |
| 2026-06-30 | Viggiano Aidan· Chief Financial Officer | Sale | 1,340 | $199.27 | $267,025.69 | filing |
| 2026-06-30 | Viggiano Aidan· Chief Financial Officer | Sale | 240 | $203.68 | $48,882.41 | filing |
| 2026-06-30 | Shipchandler Khozema· Chief Executive Officer | Sale | 74 | $203.89 | $15,087.49 | filing |
| 2026-06-15 | ROTTENBERG ERIKA | Award | 398 | $0.00 | $0.00 | filing |
| 2026-06-15 | ROTTENBERG ERIKA | Gift | 398 | $0.00 | $0.00 | filing |
| 2026-06-15 | ROTTENBERG ERIKA | Gift | 398 | $0.00 | $0.00 | filing |
| 2026-06-15 | Robinson Douglas A. | Award | 361 | $0.00 | $0.00 | filing |
| 2026-06-15 | PATRICK DEVAL L | Award | 391 | $0.00 | $0.00 | filing |
| 2026-06-15 | IMMELT JEFFREY R | Award | 408 | $0.00 | $0.00 | filing |
| 2026-06-15 | EPSTEIN JEFFREY E | Award | 540 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.