What is Twilio's deferred revenue?

Twilio (TWLO) reported deferred revenue of $159.57M in Q1 2026.

How has Twilio's deferred revenue changed year-over-year?

Twilio's deferred revenue increased by 3.6% year-over-year, from $154.05M to $159.57M.

What is the long-term trend for Twilio's deferred revenue?

Over 5 years (2020 to 2025), Twilio's deferred revenue has grown at a 12.8% compound annual growth rate (CAGR), from $87.03M to $158.68M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Twilio TWLO Deferred Revenue

Deferred Revenue at other companies

AdobeADBE

$7.15B+15.0%

8x8, Inc.EGHT

$36.7M-2.8%

MarchexMCHX

$698K-46.0%

Five9FIVN

$83.33M+11.4%

OomaOOMA

$17.1M+7.1%

RingCentralRNG

$295.34M+12.3%

Other financials

Income statement

See full

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

See full

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

See full

Operating cash flow$153.2M-19.8%

CapEx$17.9M-16.7%

Free cash flow-$133.6M-97.7%

Valuation

See full

Market cap$29.49B+48.8%

Enterprise value$30.02B+50.5%

P/E173.7×—

P/S5.6×+1.4×

Profitability

See full

Gross margin48.7%-1.8pp

Operating margin4.6%—

Net margin1.4%+0.7pp

FCF margin-7.6%-10.9pp

Returns & leverage

See full

Return on equity0.8%+0.4pp

Debt / equity0.1×0.0×

Current ratio4.7×-0.1×

Where this comes from

Reported directly by Twilio in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Twilio’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

Ask your AI about Twilio's deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Twilio's deferred revenue?: Twilio (TWLO) reported deferred revenue of $159.57M in Q1 2026.
How has Twilio's deferred revenue changed year-over-year?: Twilio's deferred revenue increased by 3.6% year-over-year, from $154.05M to $159.57M.
What is the long-term trend for Twilio's deferred revenue?: Over 5 years (2020 to 2025), Twilio's deferred revenue has grown at a 12.8% compound annual growth rate (CAGR), from $87.03M to $158.68M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.