Discontinued — last reported Q4 '24
Twilio Programmable Messaging — Revenue remained flat by 0.0% to $589.69M in Q4 2024 compared to the prior quarter. Year-over-year, this metric grew by 8.0%, from $546.19M to $589.69M. Over 3 years (FY 2021 to FY 2024), Programmable Messaging — Revenue shows an upward trend with a 18.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates higher adoption of the messaging platform and increased usage volume by customers, while a decrease may signal competitive pressure, customer churn, or a shift in communication preferences.
This metric represents the total revenue generated from the company's core cloud-based messaging platform, which allows...
Comparable to CPaaS messaging revenue reported by peers like Vonage or Bandwidth, often evaluated based on net expansion rates and overall market share in the developer-focused communication space.
twlo_segment_programmable_messaging_revenue| FY'21 | FY'22 | FY'23 | FY'24 | |
|---|---|---|---|---|
| Value | $1.42B | $2.07B | $2.18B | $2.36B |
| YoY Change | — | +45.9% | +5.7% | +8.0% |