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Twilio TWLO Shares (Diluted)

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86.6M-5.9%

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$29.95B+56.5%
Enterprise value$30.48B+58.3%
P/E176.4×
P/S5.7×+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:WeightedAverageNumberOfDilutedSharesOutstanding.

The source filing: Twilio’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 4:11 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001447669-26-000049
Line itemThree Months Ended / March 31, 2026Three Months Ended / March 31, 2025
Provision for income taxes(12,093)(6,567)
Net income attributable to common stockholders$90,139$20,017
Net income per share attributable to common stockholders:
Basic$0.59$0.13
Diluted$0.57$0.12
Weighted-average shares used to compute net income per share attributable to common stockholders:
Basic152,424,306153,345,192
Diluted157,759,141161,794,287

Item 1. Financial Statements (unaudited)

FAQ

What is Twilio's shares (diluted)?
Twilio (TWLO) reported shares (diluted) of 157.8M in Q1 2026.
How has Twilio's shares (diluted) changed year-over-year?
Twilio's shares (diluted) decreased by 2.5% year-over-year, from 161.8M to 157.8M.
What is the long-term trend for Twilio's shares (diluted)?
Over 4 years (2021 to 2025), Twilio's shares (diluted) has grown at a -1.9% compound annual growth rate (CAGR), from 692M to 640.5M.
What does shares (diluted) mean?
The weighted-average shares outstanding plus all potentially dilutive shares from stock options, RSUs, convertible securities, and warrants, using the treasury stock method.

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