Discontinued — last reported Q3 '23

Non-Current Assets

Equity securities

Twilio Equity securities increased by 113.6% to $9.02M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 265.0%, from $2.47M to $9.02M. Over 2 years (FY 2023 to FY 2025), Equity securities shows a downward trend with a -7.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ4 2019
Last reportedQ3 2023

How to read this metric

An increase reflects positive market performance of the underlying investments or additional capital deployment into equities.

Detailed definition

This represents the fair market value of the company's investment portfolio consisting of equity securities in other ent...

Peer comparison

Standard for companies with large corporate venture arms or significant treasury investment portfolios.

Metric ID: ins_equity_securities

Historical Data

12 periods
 Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$12.20M$6.05M$4.90M$3.94M$2.12M$2.26M$3.22M$2.47M$2.39M$2.42M$4.22M$9.02M
QoQ Change-50.4%-19.0%-19.7%-46.2%+6.7%+42.5%-23.3%-3.2%+1.3%+74.4%+113.6%
YoY Change-82.6%-62.6%-34.3%-37.2%+12.8%+7.1%+31.1%+265.0%
Range$2.12M$12.20M
CAGR-10.4%
Avg YoY Growth+12.4%
Median YoY Growth-13.6%
Current Streak3 quarters growth

Frequently Asked Questions

What is Twilio's equity securities?
Twilio (TWLO) reported equity securities of $9.02M in Q1 2026.
How has Twilio's equity securities changed year-over-year?
Twilio's equity securities increased by 265.0% year-over-year, from $2.47M to $9.02M.
What is the long-term trend for Twilio's equity securities?
Over 2 years (2023 to 2025), Twilio's equity securities has grown at a -7.2% compound annual growth rate (CAGR), from $4.90M to $4.22M.
What does equity securities mean?
The current market value of the company's stock investments in other businesses.