What is Twilio's stock-based comp?

Twilio (TWLO) reported stock-based comp of $136.51M in Q1 2026.

How has Twilio's stock-based comp changed year-over-year?

Twilio's stock-based comp decreased by 2.0% year-over-year, from $139.27M to $136.51M.

What is the long-term trend for Twilio's stock-based comp?

Over 4 years (2021 to 2025), Twilio's stock-based comp has grown at a -1.3% compound annual growth rate (CAGR), from $632.29M to $600.41M.

What does stock-based comp mean?

Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

Twilio TWLO Stock-Based Comp

Stock-Based Comp at other companies

AdobeADBE

$534M+11.0%

8x8, Inc.EGHT

$4.5M-45.3%

MarchexMCHX

$489K+7.5%

Five9FIVN

$32.66M-16.8%

OomaOOMA

$3.5M-11.1%

RingCentralRNG

$57.13M-10.0%

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$28.57B+42.9%

Enterprise value$29.1B+44.7%

P/E168.2×—

P/S5.4×+1.2×

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:ShareBasedCompensation.

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 stock-based comp?: Twilio (TWLO) reported stock-based comp of $136.51M in Q1 2026.
How has Twilio's stock-based comp changed year-over-year?: Twilio's stock-based comp decreased by 2.0% year-over-year, from $139.27M to $136.51M.
What is the long-term trend for Twilio's stock-based comp?: Over 4 years (2021 to 2025), Twilio's stock-based comp has grown at a -1.3% compound annual growth rate (CAGR), from $632.29M to $600.41M.
What does stock-based comp mean?: Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.