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Twilio TWLO Email — Revenue

Other product segments

Messaging
$2.88B
Voice
$615.66M+13.4%

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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$29.08B+56.6%
Enterprise value$29.6B+58.4%
P/E171.2×
P/S5.5×+1.6×

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:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Twilio’s 10-K, filed February 24, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Twilio's email — revenue?
Twilio (TWLO) reported email — revenue of $130.87M in Q4 2025.
How has Twilio's email — revenue changed year-over-year?
Twilio's email — revenue increased by 7.2% year-over-year, from $122.07M to $130.87M.
What is the long-term trend for Twilio's email — revenue?
Over 4 years (2021 to 2025), Twilio's email — revenue has grown at a 17.2% compound annual growth rate (CAGR), from $277.4M to $523.47M.
What does email — revenue mean?
This metric represents the total revenue generated from the company's email communication services, which are provided as part of its broader customer engagement platform. It captures the income derived from API-based email delivery, marketing automation, and transactional email solutions used by businesses to communicate with their end users. This revenue stream reflects the adoption and scale of the company's email infrastructure offerings within its product portfolio.