Discontinued — last reported Q3 '18

Current Liabilities

Device Payment Plan Trade-in Liability

Twilio Device Payment Plan Trade-in Liability increased by 0.6% to $159.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.6%, from $154.00M to $159.60M. Over 4 years (FY 2021 to FY 2025), Device Payment Plan Trade-in Liability shows an upward trend with a 2.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2017
Last reportedQ3 2018

How to read this metric

An increase suggests higher participation in trade-in programs, potentially indicating aggressive customer acquisition or upgrade cycles.

Detailed definition

This represents the estimated financial obligation to customers who have traded in devices as part of a promotional fina...

Peer comparison

Common in telecommunications and hardware-reliant consumer platforms; peers typically report this as a component of accrued liabilities.

Metric ID: device_payment_plan_trade_in_liability

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$141.50M$140.40M$137.80M$135.60M$139.10M$136.50M$139.40M$146.00M$144.50M$142.40M$138.70M$138.80M$155.70M$154.00M$148.00M$159.20M$158.70M$159.60M
QoQ Change-0.8%-1.9%-1.6%+2.6%-1.9%+2.1%+4.7%-1.0%-1.5%-2.6%+0.1%+12.2%-1.1%-3.9%+7.6%-0.3%+0.6%
YoY Change-1.7%-2.8%+1.2%+7.7%+3.9%+4.3%-0.5%-4.9%+7.8%+8.1%+6.7%+14.7%+1.9%+3.6%
Range$135.60M$159.60M
CAGR+2.9%
Avg YoY Growth+3.6%
Median YoY Growth+3.8%

Frequently Asked Questions

What is Twilio's device payment plan trade-in liability?
Twilio (TWLO) reported device payment plan trade-in liability of $159.60M in Q1 2026.
How has Twilio's device payment plan trade-in liability changed year-over-year?
Twilio's device payment plan trade-in liability increased by 3.6% year-over-year, from $154.00M to $159.60M.
What is the long-term trend for Twilio's device payment plan trade-in liability?
Over 4 years (2021 to 2025), Twilio's device payment plan trade-in liability has grown at a 2.9% compound annual growth rate (CAGR), from $141.50M to $158.70M.
What does device payment plan trade-in liability mean?
The estimated value owed to customers for devices traded in under promotional programs.