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Twilio TWLO Voice — Revenue

Other product segments

Messaging
$2.88B—
Email
$523.47M+7.2%

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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 voice — revenue?
Twilio (TWLO) reported voice — revenue of $153.91M in Q4 2025.
How has Twilio's voice — revenue changed year-over-year?
Twilio's voice — revenue increased by 13.4% year-over-year, from $135.78M to $153.91M.
What is the long-term trend for Twilio's voice — revenue?
Over 4 years (2021 to 2025), Twilio's voice — revenue has grown at a 9.5% compound annual growth rate (CAGR), from $428.48M to $615.66M.
What does voice — revenue mean?
This metric represents the total revenue generated from the company's programmable voice communication services. It captures income derived from API-based voice calling capabilities, including inbound and outbound telephony, conferencing, and automated voice interactions. This revenue stream is a core component of the company's communication platform-as-a-service offering, reflecting customer adoption of voice-integrated engagement solutions.