Skip to content
OpenCapital
Get started

Twilio TWLO Messaging — Revenue

Other product segments

Voice
$615.66M+13.4%
Email
$523.47M+7.2%

Similar metrics at other companies

Bandwidth, Inc. logo
BANDMessaging surcharges — Revenue
$48.11M-7.8%
OPT
OPTUMobile — Revenue
$49.55M+35.0%
SolarEdge Technologies logo
SEDGCommunication — Revenue
$5.34M+2,693%
Bandwidth, Inc. logo
BANDCloud communications — Revenue
$140.34M+4.0%
ATN International logo
ATNICommunication Services — Revenue
$178.46M+2.5%
Bandwidth, Inc. logo
BANDUnited States — Revenue
$181.62M+19.6%

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

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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

Ask your AI about Twilio's messaging — revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Twilio's messaging — revenue?
Twilio (TWLO) reported messaging — revenue of $719.58M in Q4 2025.
How has Twilio's messaging — revenue changed year-over-year?
Twilio's messaging — revenue increased by 18.2% year-over-year, from $608.87M to $719.58M.
What is the long-term trend for Twilio's messaging — revenue?
Over 2 years (2023 to 2025), Twilio's messaging — revenue has grown at a 13.1% compound annual growth rate (CAGR), from $2.25B to $2.88B.
What does messaging — revenue mean?
This metric represents the total revenue generated from the company's core messaging communication services, including SMS, MMS, and other text-based API solutions. It reflects the scale and adoption of the platform's messaging infrastructure by developers and enterprises to facilitate customer engagement. This revenue stream is a primary indicator of the company's market penetration in the programmable communications space.