# Twilio Inc: overview

TWLO · NYSE · CIK 1447669 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/twlo.md) · [Financials](/companies/twlo/financials.md) · [Filings](/companies/twlo/filings.md) · [Insiders](/companies/twlo/insiders.md)

Latest reported revenue: [$1.50bn](/filings/0001447669-26-000092.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001447669-26-000092).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,134](/filings/0001447669-25-000151.md) | [1,195 d](/filings/0001447669-26-000021.md) | [1,172](/filings/0001447669-26-000049.md) | [1,228](/filings/0001447669-26-000092.md) | [1,300](/filings/0001447669-25-000151.md) | [1,366 d](/filings/0001447669-26-000021.md) | [1,407](/filings/0001447669-26-000049.md) | [1,499](/filings/0001447669-26-000092.md) |
| Gross margin | % | [51.0%](/filings/0001447669-25-000151.md) | [50.2% d](/filings/0001447669-26-000021.md) | [49.6%](/filings/0001447669-26-000049.md) | [49.1%](/filings/0001447669-26-000092.md) | [48.6%](/filings/0001447669-25-000151.md) | [48.5% d](/filings/0001447669-26-000021.md) | [48.6%](/filings/0001447669-26-000049.md) | [48.4%](/filings/0001447669-26-000092.md) |
| Operating margin | % | [(0.4%)](/filings/0001447669-25-000151.md) | [1.1% d](/filings/0001447669-26-000021.md) | [2.0%](/filings/0001447669-26-000049.md) | [3.0%](/filings/0001447669-26-000092.md) | [3.1%](/filings/0001447669-25-000151.md) | [4.2% d](/filings/0001447669-26-000021.md) | [7.7%](/filings/0001447669-26-000049.md) | [5.6%](/filings/0001447669-26-000092.md) |
| Net margin | % | [(0.9%)](/filings/0001447669-25-000151.md) | [(1.0%) d](/filings/0001447669-26-000021.md) | [1.7%](/filings/0001447669-26-000049.md) | [1.8%](/filings/0001447669-26-000092.md) | [2.9%](/filings/0001447669-25-000151.md) | [(3.4%) d](/filings/0001447669-26-000021.md) | [6.4%](/filings/0001447669-26-000049.md) | [71.2%](/filings/0001447669-26-000092.md) |
| Diluted EPS | $ per share | [(0.06)](/filings/0001447669-25-000151.md) | not reported | [0.12](/filings/0001447669-26-000049.md) | [0.14](/filings/0001447669-26-000092.md) | [0.23](/filings/0001447669-25-000151.md) | not reported | [0.57](/filings/0001447669-26-000049.md) | [6.68](/filings/0001447669-26-000092.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [2,842](/filings/0001447669-24-000034.md) | [3,826](/filings/0001447669-25-000035.md) | [4,154](/filings/0001447669-26-000021.md) | [4,458](/filings/0001447669-26-000021.md) | [5,067](/filings/0001447669-26-000021.md) |
| Gross margin | % | [48.9%](/filings/0001447669-24-000034.md) | [47.4%](/filings/0001447669-25-000035.md) | [49.2%](/filings/0001447669-26-000021.md) | [51.1%](/filings/0001447669-26-000021.md) | [48.9%](/filings/0001447669-26-000021.md) |
| Operating margin | % | [(32.2%)](/filings/0001447669-24-000034.md) | [(31.5%)](/filings/0001447669-25-000035.md) | [(21.1%)](/filings/0001447669-26-000021.md) | [(1.2%)](/filings/0001447669-26-000021.md) | [3.1%](/filings/0001447669-26-000021.md) |
| Net margin | % | [(33.4%)](/filings/0001447669-24-000034.md) | [(32.8%)](/filings/0001447669-25-000035.md) | [(24.4%)](/filings/0001447669-26-000021.md) | [(2.5%)](/filings/0001447669-26-000021.md) | [0.7%](/filings/0001447669-26-000021.md) |
| Diluted EPS | $ per share | [(5.45)](/filings/0001447669-24-000034.md) | [(6.86)](/filings/0001447669-25-000035.md) | [(5.54)](/filings/0001447669-26-000021.md) | [(0.66)](/filings/0001447669-26-000021.md) | [0.21](/filings/0001447669-26-000021.md) |
| Free cash flow | $m | [(104)](/filings/0001447669-24-000034.md) | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/twlo/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $3.43bn | 16,630,023 |  | Added +23,869 |
| [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $2.43bn | 12,224,027 |  | Added +2,850,827 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $2.33bn | 11,273,330 |  | Reduced −267,760 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $1.58bn | 7,643,548 |  | Reduced −438,335 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.41bn | 6,849,553 |  | Added +60,569 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $1.24bn | 5,998,587 |  | Added +143,149 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $591.7m | 2,875,569 |  | Added +43,515 |
| [ALKEON CAPITAL MANAGEMENT LLC](/funds/1230239.md) | 2026-06-30 | $481.9m | 2,335,700 |  | Added +495,700 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $464.3m | 2,250,229 |  | Reduced −1,011,006 |
| [Pictet Asset Management Holding SA](/funds/1993888.md) | 2026-06-30 | $463.6m | 2,247,629 |  | Reduced −83,842 |

## Recent filings

[All 1,389 filings](/companies/twlo/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 16:12 ET | [10-Q](/filings/0001447669-26-000110.md) | Quarterly report, period 2026-09-30 | 0001447669-26-000110 |
| 2026-10-29 | 16:07 ET | [8-K](/filings/0001447669-26-000106.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001447669-26-000106 |
| 2026-08-07 | 16:18 ET | [10-Q](/filings/0001447669-26-000092.md) | Quarterly report, period 2026-06-30 | 0001447669-26-000092 |
| 2026-08-06 | 16:11 ET | [8-K](/filings/0001447669-26-000088.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001447669-26-000088 |
| 2026-06-17 | 16:15 ET | [8-K](/filings/0001447669-26-000055.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001447669-26-000055 |
| 2026-05-01 | 16:11 ET | [10-Q](/filings/0001447669-26-000049.md) | Quarterly report, period 2026-03-31 | 0001447669-26-000049 |
| 2026-04-30 | 16:08 ET | [8-K](/filings/0001447669-26-000046.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001447669-26-000046 |
| 2026-04-28 | 16:14 ET | [DEF 14A](/filings/0001140361-26-017444.md) | Proxy statement, period 2026-06-16 | 0001140361-26-017444 |
| 2026-03-24 | 16:19 ET | [8-K](/filings/0001447669-26-000027.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001447669-26-000027 |
| 2026-02-24 | 16:16 ET | [10-K](/filings/0001447669-26-000021.md) | Annual report, period 2025-12-31 | 0001447669-26-000021 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001447669-26-000021.md), filed Feb 24, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, locked when the 8-K was accepted. It is scored when the 10-Q or 10-K is ingested. [See the target](/leagues/2026q3/targets/64509e8d-f4f3-4168-996b-8525ac9bbbf7)

## About the filer

- CIK: 1447669
- Tickers: TWLO
- Exchange: NYSE
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 16:19 ET. No prices; not investment advice.