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

202.02 1.06 +0.53%
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) Operating margin

Alert me on Operating margin

Twilio Inc.'s operating margin over the twelve months to 30 September 2026 was 6.82%, up 3.7 percentage points from fiscal 2025 (3.11%). Over the past ten years it has ranged from −32.6% (fiscal 2019) to 3.11% (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 0.02%.

Operating margin, annual

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Annual newest first

Period Operating margin Change (points)
FY2025 3.11% 4.31
FY2024 −1.20% 19.90
FY2023 −21.1% 10.40
FY2022 −31.5% 0.72
FY2021 −32.2% (4.24)
FY2020 −28.0% 4.62
FY2019 −32.6% (14.87)
FY2018 −17.7% (1.17)
FY2017 −16.6% (1.66)
FY2016 −14.9% 6.30

Quarterly newest first

Period Operating margin Change (points)
Sep 2026 9.53% 3.89
Jun 2026 5.64% (2.01)
Mar 2026 7.65% 3.49
Dec 2025 4.16% 1.01
41 more quarters

Against its own ten years

Low −32.6% High 3.11%
Ten-year median −21.1%
Current reading's percentile 100

Operating margin against peers

Company Operating margin
VRSN VeriSign, Inc. compare 67.6%
CPAY Corpay, Inc. compare 43.9%
NTAP NetApp, Inc. compare 25.0%
OKTA Okta, Inc. compare 7.55%
TWLO Twilio Inc. 6.82%
MDB MongoDB, Inc. compare −0.52%
CRWV CoreWeave Inc. compare −3.04%
ZS Zscaler, Inc. compare −3.98%
NBIS Nebius Group N.V. compare −50.5%
Software Infrastructure industry median 0.00%
Technology sector median 0.02%
Market median 0.00%

What Operating margin is

EBIT Margin tells an investor how much operating profit, before interest and taxes, a company keeps from each unit of revenue.

EBIT ÷ Revenue

The full definition of Operating margin →

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