Operating
Stock-Based Comp
Twilio Stock-Based Comp decreased by 11.2% to $136.51M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.0%, from $139.27M to $136.51M. Over 4 years (FY 2021 to FY 2025), Stock-Based Comp shows relatively stable performance with a -1.3% CAGR.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryEfficiency
SignalContext dependent
VolatilityStable
First reportedQ1 2014
Last reportedQ1 2026
How to read this metric
Increasing levels may indicate a focus on talent retention but can also signal potential shareholder dilution.
Detailed definition
This represents the value of equity-based awards granted to employees as part of their total compensation package. Since...
Peer comparison
Standard across large-cap corporations; varies based on corporate compensation philosophy.
Metric ID:
stock_based_compensationHistorical Data
20 periods
| 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 | $144.17M | $164.04M | $186.92M | $155.28M | $242.09M | $208.90M | $192.30M | $170.80M | $153.09M | $185.47M | $166.49M | $158.61M | $147.66M | $154.56M | $155.78M | $139.27M | $149.25M | $158.17M | $153.71M | $136.51M |
| QoQ Change | — | +13.8% | +13.9% | -16.9% | +55.9% | -13.7% | -7.9% | -11.2% | -10.4% | +21.2% | -10.2% | -4.7% | -6.9% | +4.7% | +0.8% | -10.6% | +7.2% | +6.0% | -2.8% | -11.2% |
| YoY Change | — | — | — | — | +67.9% | +27.3% | +2.9% | +10.0% | -36.8% | -11.2% | -13.4% | -7.1% | -3.6% | -16.7% | -6.4% | -12.2% | +1.1% | +2.3% | -1.3% | -2.0% |
Range$136.51M – $242.09M
CAGR-1.1%
Avg YoY Growth+0.1%
Median YoY Growth-2.8%
Current Streak2 quarters decline
Stock-Based Comp at Other Companies
Frequently Asked Questions
- What is Twilio's stock-based comp?
- Twilio (TWLO) reported stock-based comp of $136.51M in Q1 2026.
- How has Twilio's stock-based comp changed year-over-year?
- Twilio's stock-based comp decreased by 2.0% year-over-year, from $139.27M to $136.51M.
- What is the long-term trend for Twilio's stock-based comp?
- Over 4 years (2021 to 2025), Twilio's stock-based comp has grown at a -1.3% compound annual growth rate (CAGR), from $632.29M to $600.41M.
- What does stock-based comp mean?
- The non-cash cost of paying employees with company stock instead of cash.