What is Twilio's software and technology licenses, net?

Twilio (TWLO) reported software and technology licenses, net of $226.09M in Q1 2026.

How has Twilio's software and technology licenses, net changed year-over-year?

Twilio's software and technology licenses, net increased by 15.8% year-over-year, from $195.17M to $226.09M.

What is the long-term trend for Twilio's software and technology licenses, net?

Over 5 years (2020 to 2025), Twilio's software and technology licenses, net has grown at a 16.9% compound annual growth rate (CAGR), from $111.28M to $242.67M.

Twilio TWLO Software and Technology Licenses, Net

Software and Technology Licenses, Net at other companies

AdobeADBE

——

8x8, Inc.EGHT

——

MarchexMCHX

——

Five9FIVN

——

OomaOOMA

——

RingCentralRNG

——

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$31.32B+71.4%

Enterprise value$31.84B+73.1%

P/E184.4×—

P/S5.9×+2.0×

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:OtherAssetsNoncurrent.

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

Ask your AI about Twilio's software and technology licenses, net.

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

Connect your AI

Claude

Questions, answered.

What is Twilio's software and technology licenses, net?: Twilio (TWLO) reported software and technology licenses, net of $226.09M in Q1 2026.
How has Twilio's software and technology licenses, net changed year-over-year?: Twilio's software and technology licenses, net increased by 15.8% year-over-year, from $195.17M to $226.09M.
What is the long-term trend for Twilio's software and technology licenses, net?: Over 5 years (2020 to 2025), Twilio's software and technology licenses, net has grown at a 16.9% compound annual growth rate (CAGR), from $111.28M to $242.67M.