Skip to content
OpenCapital
Get started
Income StatementBalance SheetCash FlowSegments
Twilio logo

Twilio Business Segments

Business, geographic, and product segment breakdowns

Twilio generates $5.3B in annual revenue across 3 key segments: Email ($523.5M), Messaging ($2.9B), and Voice ($615.7M). The company-wide operating margin is 4.57%. Based on the Q1 2026 filing.

Email (TTM)$523.5MMessaging (TTM)$2.9BVoice (TTM)$615.7M
Latest FilingQ1 2026
Report Date2026-05-01
Market Cap$31.4B
P/E Ratio184.66
ROE0.834%

Products & Services

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Email$122.1M$130.9M$130.9M$130.9M$130.9M—
Messaging$608.9M$719.6M$719.6M$719.6M$719.6M—
Voice$135.8M$153.9M$153.9M$153.9M$153.9M—

Percentage of revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Non-Usage Based Contracts7.0%6.5%6.5%6.5%6.5%—
Usage Based Contracts18.0%18.5%18.5%18.5%18.5%—

Geographic

Percentage of revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
International—36.0%36.0%36.0%—36.0%

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
United States$770.2M$749.4M$787M$830.7M$879.8M$898.9M
International$424.6M$423M$441.5M$469.7M$486.1M$508M

Total

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
United States$65.8M———$43.5M—