Income StatementBalance SheetCash FlowSegments
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Twilio Business Segments

Business, geographic, and product segment breakdowns

Twilio generates $5.3B in annual revenue across 3 key segments: Email ($523.5M), Messaging ($2.9B), and Voice ($615.7M). The company-wide operating margin is 4.57%. Based on the Q1 2026 filing.

Email (TTM)$523.5MMessaging (TTM)$2.9BVoice (TTM)$615.7M
Latest FilingQ1 2026
Report Date2026-05-01
Market Cap$30.0B
P/E Ratio176.67
ROE2.15%

Products & Services

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Email$122.1M$130.9M$130.9M$130.9M$130.9M—
Messaging$608.9M$719.6M$719.6M$719.6M$719.6M—
Voice$135.8M$153.9M$153.9M$153.9M$153.9M—

Percentage of revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Non-Usage Based Contracts7.0%6.5%6.5%6.5%6.5%—
Usage Based Contracts18.0%18.5%18.5%18.5%18.5%—

Geographic

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Revenue$424.6M$423.0M$441.5M$469.7M$486.1M$508.0M
Percentage of revenue—36.0%36.0%36.0%—36.0%