Discontinued — last reported Q2 '25
Business Segments · Cost of Revenue, Adjusted
Segment — Cost of Revenue, Adjusted
Twilio Segment — Cost of Revenue, Adjusted decreased by 1.5% to $19.38M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 3.3%, from $20.03M to $19.38M. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryProfitability
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ2 2025
How to read this metric
An increase relative to revenue suggests rising direct service delivery costs or margin compression, while a decrease indicates improved operational efficiency.
Detailed definition
Represents the direct costs associated with delivering the Segment product offerings, excluding non-cash items like stoc...
Peer comparison
Comparable to Cost of Goods Sold (COGS) or direct service costs in other SaaS and cloud platform companies.
Metric ID:
twlo_segment_segment_cost_of_revenue_adjustedHistorical Data
12 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q1 '25 | Q2 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $12.85M | $12.85M | $12.85M | $12.85M | $17.11M | $17.11M | $17.11M | $17.11M | $16.79M | $20.03M | $19.68M | $19.38M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +33.1% | +0.0% | +0.0% | +0.0% | -1.8% | +19.3% | -1.8% | -1.5% |
| YoY Change | — | — | — | — | +33.1% | +33.1% | +33.1% | +33.1% | -1.8% | +17.1% | +17.2% | -3.3% |
Range$12.85M – $20.03M
CAGR+16.1%
Avg YoY Growth+20.2%
Median YoY Growth+25.2%
Current Streak2 quarters decline
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Frequently Asked Questions
- What is Twilio's segment — cost of revenue, adjusted?
- Twilio (TWLO) reported segment — cost of revenue, adjusted of $19.38M in Q2 2025.
- How has Twilio's segment — cost of revenue, adjusted changed year-over-year?
- Twilio's segment — cost of revenue, adjusted decreased by 3.3% year-over-year, from $20.03M to $19.38M.
- What does segment — cost of revenue, adjusted mean?
- The direct costs incurred to provide the Segment services to customers.