Discontinued — last reported Q2 '25

Business Segments · Amortization of deferred commissions

Communications Segment — Amortization of deferred commissions

Twilio Communications Segment — Amortization of deferred commissions decreased by 0.7% to $15.10M in Q2 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $15.10M to $15.10M. Over 2 years (FY 2021 to FY 2023), Communications Segment — Amortization of deferred commissions shows an upward trend with a 46.9% CAGR.

Analysis

StatementSegment
CategoryEfficiency
SignalContext dependent
VolatilityStable
First reportedQ1 2021
Last reportedQ2 2025

How to read this metric

An increase often correlates with past periods of high sales growth, while a decrease may reflect changes in sales strategy or lower acquisition volume.

Detailed definition

This metric tracks the periodic expense recognized for sales commissions that were initially capitalized as assets. It r...

Peer comparison

Comparable to deferred commission amortization in other subscription-based software companies.

Metric ID: twlo_segment_communications_segment_amortization_of_deferred_commissions

Historical Data

15 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q1 '25Q2 '25
Value$6.95M$6.95M$6.95M$11.93M$11.93M$11.93M$11.93M$15.00M$15.00M$15.00M$15.00M$15.20M$15.10M$15.20M$15.10M
QoQ Change+0.0%+0.0%+71.6%+0.0%+0.0%+0.0%+25.8%+0.0%+0.0%+0.0%+1.3%-0.7%+0.7%-0.7%
YoY Change+71.6%+71.6%+71.6%+25.8%+25.8%+25.8%+25.8%+1.3%+0.7%+0.0%+0.0%
Range$6.95M$15.20M
CAGR+24.8%
Avg YoY Growth+29.1%
Median YoY Growth+25.8%

Frequently Asked Questions

What is Twilio's communications segment — amortization of deferred commissions?
Twilio (TWLO) reported communications segment — amortization of deferred commissions of $15.10M in Q2 2025.
How has Twilio's communications segment — amortization of deferred commissions changed year-over-year?
Twilio's communications segment — amortization of deferred commissions decreased by 0.0% year-over-year, from $15.10M to $15.10M.
What is the long-term trend for Twilio's communications segment — amortization of deferred commissions?
Over 2 years (2021 to 2023), Twilio's communications segment — amortization of deferred commissions has grown at a 46.9% compound annual growth rate (CAGR), from $27.80M to $60.00M.
What does communications segment — amortization of deferred commissions mean?
The portion of sales commissions recognized as an expense during the current period.