Twilio PP&E (Gross) increased by 2.9% to $600.59M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.7%, from $585.04M to $600.59M. Over 5 years (FY 2020 to FY 2025), PP&E (Gross) shows an upward trend with a 13.3% CAGR.
An increase indicates ongoing capital investment and expansion of physical capacity; a decrease suggests asset disposals or a shift toward asset-light models.
This represents the total historical cost of all tangible long-lived assets, such as buildings, machinery, and equipment...
Standard across capital-intensive industries; peers report this as 'Gross Property, Plant, and Equipment'.
ppe_total_gross| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $370.48M | $412.47M | $446.33M | $466.50M | $488.52M | $530.91M | $550.28M | $564.21M | $562.67M | $574.21M | $584.62M | $594.21M | $614.53M | $632.95M | $576.53M | $585.04M | $568.19M | $562.53M | $583.82M | $600.59M |
| QoQ Change | — | +11.3% | +8.2% | +4.5% | +4.7% | +8.7% | +3.6% | +2.5% | -0.3% | +2.1% | +1.8% | +1.6% | +3.4% | +3.0% | -8.9% | +1.5% | -2.9% | -1.0% | +3.8% | +2.9% |
| YoY Change | — | — | — | — | +31.9% | +28.7% | +23.3% | +20.9% | +15.2% | +8.2% | +6.2% | +5.3% | +9.2% | +10.2% | -1.4% | -1.5% | -7.5% | -11.1% | +1.3% | +2.7% |
| % of PP&E (Net) | 179.5% | 173.9% | 174.8% | 180.1% | 184.5% | 201.2% | 208.5% | 222.1% | 239.0% | 258.4% | 278.9% | 295.2% | 309.5% | 325.1% | 301.8% | 318.6% | 319.3% | 320.2% | 329.9% | 331.1% |
| Share Change | — | -5.7pp | +1.0pp | +5.3pp | +4.4pp | +16.7pp | +7.2pp | +13.6pp | +17.0pp | +19.3pp | +20.5pp | +16.4pp | +14.3pp | +15.6pp | -23.3pp | +16.8pp | +0.7pp | +0.9pp | +9.7pp | +1.2pp |