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Twilio

TWLO

Twilio provides a cloud communications platform that enables businesses to integrate messaging, voice, email, and video interactions into their applications via APIs.

Market cap
$32.71B+78.1%
Revenue$5.3B+15.7%
Net income$169.8M+255%
EPS (diluted)$1.06+263%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$1.4B
EPS estimate$1.32

Financials

Q1 2026

Income statement

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Revenue$1.4B+20.0%
Gross profit$684.2M+17.7%
Operating income$107.7M+366%
Net income$90.1M+350%
EPS (diluted)$0.57+375%

Balance sheet

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Cash & equivalents$542.0M+13.5%
Total debt$1.1B-3.0%
Total equity$7.8B-2.8%
Total assets$9.6B-2.4%

Cash flow

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Operating cash flow$153.2M-19.8%

Valuation & ratios

Valuation

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Market cap$32.71B+78.1%
Enterprise value$33.23B+79.8%
P/E192.6×
P/S6.2×+2.3×

Profitability

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Gross margin48.7%-1.8pp
Operating margin4.6%

Returns & leverage

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Debt / equity0.1×0.0×
Current ratio4.7×-0.1×

Competitors

Profile

Twilio provides a cloud communications platform that enables businesses to integrate messaging, voice, email, and video interactions into their applications via APIs. By combining communication channels with customer data and artificial intelligence, the company helps organizations deliver personalized customer engagement and automated identity verification at scale.

Competitive position

A leading provider of cloud communications and customer data infrastructure with a massive developer ecosystem and a global 'Super Network' software layer.

GeographiesGlobal
Customer segmentsSmall and Medium-sized Businesses, Large Enterprises, Global Organizations
Business modelUsage-based PaaS, Subscription SaaS, B2B
SuppliersTelecommunications Carriers, Internet Service Providers, Cloud Infrastructure Providers, Public Switched Telephone Network (PSTN) Operators
CustomersE-commerce Platforms, Financial Services, Healthcare Providers, Logistics and On-demand Services, Retailers
Listed2016
Employees5.9K
CEOKhozema Z. Shipchandler
Websitetwilio.com
FilingsSEC EDGAR

Questions, answered.

What is Twilio's market cap?
Twilio (TWLO) has a market capitalization of $32.7B and trades on NYSE.
What is Twilio's revenue and profitability?
Twilio generated $5.3B in trailing twelve-month revenue with net income of $169.8M, representing a net margin of 1.4%. Gross margin stands at 48.7%. These figures are based on the Q1 2026 filing.
Who are Twilio's competitors?
Twilio's key competitors include Braze, Adobe, Vonage, and others. These companies compete in similar markets and product categories.
Who does Twilio partner with?
Twilio's notable partners include WhatsApp, Facebook Messenger.
What subsidiaries does Twilio have?
Twilio's subsidiaries include SendGrid, Segment.
Where is Twilio headquartered?
Twilio is headquartered in United States of America and employs approximately 5,867 people. It has been publicly traded since 2016.