What is Twilio's intangibles (net)?

Twilio (TWLO) reported intangibles (net) of $120.18M in Q1 2026.

How has Twilio's intangibles (net) changed year-over-year?

Twilio's intangibles (net) decreased by 41.7% year-over-year, from $206.1M to $120.18M.

What is the long-term trend for Twilio's intangibles (net)?

Over 5 years (2020 to 2025), Twilio's intangibles (net) has grown at a -32.4% compound annual growth rate (CAGR), from $966.57M to $136.85M.

What does intangibles (net) mean?

Identifiable intangible assets (patents, trademarks, customer relationships, technology) net of accumulated amortization — excluding goodwill.

Twilio TWLO Intangibles (Net)

Intangibles (Net) at other companies

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$1.01B+60.4%

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$57.59M-15.2%

Five9FIVN

$47.76M-22.4%

OomaOOMA

$59.32M+185%

RingCentralRNG

$111.5M-50.5%

Bandwidth, Inc.BAND

$128.21M-11.4%

Other financials

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%

CapEx$17.9M-16.7%

Free cash flow-$133.6M-97.7%

Valuation

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Market cap$31.32B+71.4%

Enterprise value$31.84B+73.1%

P/E184.4×—

P/S5.9×+2.0×

Profitability

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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:FiniteLivedIntangibleAssetsNet.

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

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Questions, answered.

What is Twilio's intangibles (net)?: Twilio (TWLO) reported intangibles (net) of $120.18M in Q1 2026.
How has Twilio's intangibles (net) changed year-over-year?: Twilio's intangibles (net) decreased by 41.7% year-over-year, from $206.1M to $120.18M.
What is the long-term trend for Twilio's intangibles (net)?: Over 5 years (2020 to 2025), Twilio's intangibles (net) has grown at a -32.4% compound annual growth rate (CAGR), from $966.57M to $136.85M.
What does intangibles (net) mean?: Identifiable intangible assets (patents, trademarks, customer relationships, technology) net of accumulated amortization — excluding goodwill.