What is Twilio's net investment in lease?

Twilio (TWLO) reported net investment in lease of $29.56M in Q1 2026.

How has Twilio's net investment in lease changed year-over-year?

Twilio's net investment in lease decreased by 39.6% year-over-year, from $48.91M to $29.56M.

What is the long-term trend for Twilio's net investment in lease?

Over 5 years (2020 to 2025), Twilio's net investment in lease has grown at a -31.5% compound annual growth rate (CAGR), from $258.61M to $39.03M.

Twilio TWLO Net Investment in Lease

Net Investment in Lease at other companies

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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

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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:OperatingLeaseRightOfUseAsset.

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 net investment in lease?: Twilio (TWLO) reported net investment in lease of $29.56M in Q1 2026.
How has Twilio's net investment in lease changed year-over-year?: Twilio's net investment in lease decreased by 39.6% year-over-year, from $48.91M to $29.56M.
What is the long-term trend for Twilio's net investment in lease?: Over 5 years (2020 to 2025), Twilio's net investment in lease has grown at a -31.5% compound annual growth rate (CAGR), from $258.61M to $39.03M.