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Twilio TWLO Total Revenue

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Segments

By product

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Messaging$2.88B
Voice$615.66M+13.4%
Email$523.47M+7.2%

By geography

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United States$706.45M

Other financials

Income statement

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Gross profit$725.9M+20.4%
Operating income$84.5M+129%
Net income$1.1B+4,659%
EPS (diluted)$6.68+4,671%

Balance sheet

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Cash & equivalents$823.3M-16.1%
Total debt$1.1B-3.4%
Total equity$9.0B+11.6%
Total assets$10.8B+10.1%

Cash flow

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Operating cash flow$372.4M+34.4%
CapEx$17.9M-16.7%
Free cash flow-$133.6M-97.7%

Valuation

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Market cap$35.09B+122%
Enterprise value$35.33B+122%
P/E28.8×
P/S6.3×+3.0×

Profitability

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Gross margin48.5%-1.4pp
Operating margin5.2%
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 ratio4.6×-0.3×

Where this comes from

Reported directly by Twilio in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Twilio’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:18 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001447669-26-000092
Line itemThree Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Revenue$1,499,089$1,228,425$2,905,996$2,400,888
Cost of revenue773,223625,6851,495,8861,216,581
Gross profit725,866602,7401,410,1101,184,307
Operating expenses:
Research and development273,317243,495535,483497,790
Sales and marketing216,802220,724428,668432,837
General and administrative118,430101,532220,976193,609
Impairment loss on prepaid assets32,77132,771

Item 1. Financial Statements (unaudited)

FAQ

What is Twilio's total revenue?
Twilio (TWLO) reported total revenue of $1.5B in Q2 2026.
How has Twilio's total revenue changed year-over-year?
Twilio's total revenue increased by 22.0% year-over-year, from $1.23B to $1.5B.
What is the long-term trend for Twilio's total revenue?
Over 4 years (2021 to 2025), Twilio's total revenue has grown at a 15.6% compound annual growth rate (CAGR), from $2.84B to $5.07B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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