Operating

Change in AR

Twilio Change in AR increased by 210.3% to $74.87M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 984.7%, from -$8.46M to $74.87M. Over 4 years (FY 2021 to FY 2025), Change in AR shows a downward trend with a -17.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ1 2026

How to read this metric

A decrease is generally positive as it indicates faster collection of cash from customers.

Detailed definition

This measures the change in the amount of money owed to the company by customers for goods or services delivered on cred...

Peer comparison

Standard metric for all companies; peers in medical devices monitor this closely to manage working capital cycles.

Metric ID: change_in_accounts_receivable

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$47.25M$39.50M$36.76M$19.62M$72.16M$29.57M$73.30M$35.22M$56.92M-$23.01M$15.98M-$15.64M$4.54M$23.74M$48.51M-$8.46M$11.58M$27.83M$24.13M$74.87M
QoQ Change-16.4%-6.9%-46.6%+267.7%-59.0%+147.9%-52.0%+61.6%-140.4%+169.4%-197.9%+129.1%+422.6%+104.4%-117.4%+236.8%+140.4%-13.3%+210.3%
YoY Change+52.7%-25.1%+99.4%+79.5%-21.1%-177.8%-78.2%-144.4%-92.0%+203.2%+203.6%+45.9%+154.8%+17.2%-50.3%+984.7%
Range-$23.01M$74.87M
CAGR+10.2%
Avg YoY Growth+78.2%
Median YoY Growth+31.6%

Frequently Asked Questions

What is Twilio's change in ar?
Twilio (TWLO) reported change in ar of $74.87M in Q1 2026.
How has Twilio's change in ar changed year-over-year?
Twilio's change in ar increased by 984.7% year-over-year, from -$8.46M to $74.87M.
What is the long-term trend for Twilio's change in ar?
Over 4 years (2021 to 2025), Twilio's change in ar has grown at a -17.3% compound annual growth rate (CAGR), from $117.94M to $55.07M.
What does change in ar mean?
The change in money owed to the company by customers for past sales.