Twilio Inc.

TWLO Technology Software Infrastructure

Twilio Inc.’s revenue for fiscal 2025 (year ended December 2025) was $5.1 billion, up 13.7% from fiscal 2024.

Revenue
+19.9%
EPS
+333.3%
Free cash flow
+54.3%
Total debt
+0.18%

Quarter to September 2026, against a year earlier

201.76 11.74 −5.50%
Market cap
$31.1B
P/E
24.3×
Fwd P/E
22.8×
Dividend yield
—
F-score
6/9
Altman Z
6.40
Beneish M
−2.85
Dividend safety
n/a

Twilio Inc. (TWLO) Net margin

Alert me on Net margin

Twilio Inc.'s net margin over the twelve months to 30 September 2026 was 21.8%, up 21.2 percentage points from fiscal 2025 (0.67%). Over the past ten years it has ranged from −33.4% (fiscal 2021) to 0.67% (fiscal 2025) — the current reading is the highest in ten years. That is above the Software Infrastructure industry median of 0.00% and above the Technology sector median of 0.00%.

Net margin, annual

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Annual newest first

Period Net margin Change (points)
FY2025 0.67% 3.12
FY2024 −2.45% 22.00
FY2023 −24.5% 8.38
FY2022 −32.8% 0.60
FY2021 −33.4% (5.56)
FY2020 −27.9% (0.80)
FY2019 −27.1% (8.31)
FY2018 −18.8% (2.79)
FY2017 −16.0% (1.07)
FY2016 −14.9% 8.40

Quarterly newest first

Period Net margin Change (points)
Sep 2026 10.3% (60.86)
Jun 2026 71.2% 64.78
Mar 2026 6.41% 9.77
Dec 2025 −3.36% (6.22)
41 more quarters

Against its own ten years

Low −33.4% High 0.67%
Ten-year median −23.3%
Current reading's percentile 100

Net margin against peers

Company Net margin
VRSN VeriSign, Inc. compare 49.1%
CPAY Corpay, Inc. compare 23.5%
TWLO Twilio Inc. 21.8%
NTAP NetApp, Inc. compare 19.2%
OKTA Okta, Inc. compare 9.63%
NBIS Nebius Group N.V. compare 3.13%
MDB MongoDB, Inc. compare 2.12%
ZS Zscaler, Inc. compare −1.88%
CRWV CoreWeave Inc. compare −25.4%
Software Infrastructure industry median 0.00%
Technology sector median 0.00%
Market median 1.06%

What Net margin is

Net Profit Margin tells an investor how much of each unit of revenue ends up as profit for shareholders after all costs, interest and taxes.

Net Income Allotted to Shareholders ÷ Revenue

The full definition of Net margin →

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