Discontinued — last reported Q3 '25

Non-Current Assets

Intangibles (Net)

Twilio Intangibles (Net) decreased by 15.4% to $120.18M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 41.7%, from $206.10M to $120.18M. Over 5 years (FY 2020 to FY 2025), Intangibles (Net) shows a downward trend with a -31.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryMarket Position
SignalContext dependent
VolatilityModerate
First reportedQ4 2015
Last reportedQ3 2025

How to read this metric

An increase often follows strategic acquisitions or significant R&D capitalization, while a decrease may indicate amortization or impairment charges.

Detailed definition

This represents the net book value of non-physical assets, such as patents, trademarks, software, and customer relations...

Peer comparison

Highly relevant for healthcare and technology firms; peers often disclose the composition of these assets in financial footnotes.

Metric ID: intangible_assets_net

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$908.09M$1.10B$1.05B$1.00B$948.31M$895.93M$849.94M$792.48M$722.43M$673.51M$350.49M$316.29M$288.11M$260.63M$238.50M$206.10M$179.05M$152.14M$142.07M$120.18M
QoQ Change+20.8%-4.3%-4.6%-5.3%-5.5%-5.1%-6.8%-8.8%-6.8%-48.0%-9.8%-8.9%-9.5%-8.5%-13.6%-13.1%-15.0%-6.6%-15.4%
YoY Change+4.4%-18.4%-19.1%-20.9%-23.8%-24.8%-58.8%-60.1%-60.1%-61.3%-32.0%-34.8%-37.9%-41.6%-40.4%-41.7%
Range$120.18M$1.10B
CAGR-34.7%
Avg YoY Growth-35.7%
Median YoY Growth-36.3%
Current Streak18 quarters decline

Frequently Asked Questions

What is Twilio's intangibles (net)?
Twilio (TWLO) reported intangibles (net) of $120.18M in Q1 2026.
How has Twilio's intangibles (net) changed year-over-year?
Twilio's intangibles (net) decreased by 41.7% year-over-year, from $206.10M to $120.18M.
What is the long-term trend for Twilio's intangibles (net)?
Over 5 years (2020 to 2025), Twilio's intangibles (net) has grown at a -31.9% compound annual growth rate (CAGR), from $966.57M to $142.07M.
What does intangibles (net) mean?
The value of non-physical assets like patents and brands after accounting for amortization.