Twilio revenue and financials
$280.41Change from previous close: −6.81%Absolute change: −$20.50
In the fiscal year ended December 2025, Twilio reported revenue of $5.07B (+13.66% year over year). Net income was $33.83M, a net margin of 0.7%.
Fiscal year ending in December. Sources and method on the page Methodology and sources.
At a glance
- Revenue growth
- +13.66%
- 2025 vs 2024
- Net margin
- 0.7%
- 2024: -2.5%
Financial data
Amounts in millions of USD; per-share values in USD; shares in millions.
| Item | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total revenue | 1,499 | 1,407 | 1,366 | 1,300 | 1,228 | 1,172 | 1,195 | 1,134 | 1,083 | 1,047 | 1,076 | 1,034 |
| Cost of revenue | 773 | 722 | 702 | 668 | 625 | 590 | 594 | 555 | 526 | 503 | 544 | 517 |
| Gross profit | 727 | 685 | 664 | 632 | 603 | 582 | 601 | 579 | 556 | 544 | 532 | 517 |
| Selling, general and administrative | 335 | 314 | 328 | 329 | 322 | 304 | 329 | 322 | 332 | 327 | 346 | 377 |
| Research and development | 273 | 262 | 260 | 262 | 243 | 254 | 244 | 262 | 243 | 260 | 236 | 242 |
| Operating income | 117 | 108 | 74.1 | 40.9 | 37.0 | 23.1 | 27.0 | -4.9 | -19.0 | -43.5 | -50.0 | -102 |
| EBIT | 117 | 108 | 74.1 | 40.9 | 37.0 | 23.1 | 27.0 | -4.9 | -19.0 | -43.5 | -50.0 | -102 |
| EBITDA | 147 | 142 | 122 | 89.4 | 86.8 | 72.6 | 76.8 | 45.9 | 33.0 | 9.8 | 15.4 | -29.5 |
| Pre-tax income | 75.5 | 102 | -37.8 | 32.7 | 33.6 | 26.6 | -13.6 | -3.7 | -26.2 | -45.2 | -360 | -140 |
| Income tax | -992 | 12.1 | 8.1 | -4.6 | 11.2 | 6.6 | -1.1 | 6.1 | 5.6 | 10.2 | 5.8 | 1.7 |
| Net income | 1,067 | 90.1 | -45.9 | 37.2 | 22.4 | 20.0 | -12.5 | -9.7 | -31.9 | -55.3 | -365 | -142 |
| Net income to common shareholders | 1,067 | 90.1 | -45.9 | 37.2 | 22.4 | 20.0 | -12.5 | -9.7 | -31.9 | -55.3 | -365 | -142 |
| Basic EPS | 6.99 | 0.59 | -0.30 | 0.24 | 0.15 | 0.13 | -0.08 | -0.06 | -0.19 | -0.31 | -2.01 | -0.78 |
| Diluted EPS | 6.68 | 0.57 | -0.31 | 0.23 | 0.14 | 0.12 | -0.08 | -0.06 | -0.19 | -0.31 | -2.01 | -0.78 |
| Average shares (basic) | 153 | 152 | 152 | 153 | 153 | 153 | 154 | 159 | 170 | 181 | 182 | 182 |
| Average shares (diluted) | 160 | 158 | 152 | 159 | 160 | 162 | 154 | 159 | 170 | 181 | 182 | 182 |
