Twilio Inc. (TWLO) Stock Analysis
Technology · Software - Infrastructure · NYSE
Twilio Inc. (TWLO) posted $5.07B in revenue for fiscal 2025 (up 13.7% year over year), at a 0.7% net margin, and has compounded revenue about 23.5%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Twilio Inc.
Twilio Inc. has grown revenue from $277.33M to $5.07B over the last 10 fiscal years, compounding about 23.5% a year. The most recent year was up 13.7%, so growth has cooled from its longer-run pace.
Net margin sits at 0.7%, up 3.2 points year over year on a 48.9% gross margin. It carries about $992.29M of total debt.
Synthesised from Twilio Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Twilio Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $277.33M | $399.02M | $650.07M | $1.13B | $1.76B | $2.84B | $3.83B | $4.15B | $4.46B | $5.07B |
| Gross profit | $156.81M | $216.13M | $349.23M | $608.92M | $915.66M | $1.39B | $1.81B | $2.04B | $2.28B | $2.48B |
| Net income | $-41.32M | $-63.71M | $-121.95M | $-307.06M | $-490.98M | $-949.90M | $-1.26B | $-1.02B | $-109.40M | $33.83M |
| Net margin | -14.9% | -16.0% | -18.8% | -27.1% | -27.9% | -33.4% | -32.8% | -24.4% | -2.5% | 0.7% |
Source: Twilio Inc. SEC filings (10-K). 12 years of history available in the interactive view.
Twilio Inc.: no obvious red flags in the filings
Our deterministic scan of the filed statements — receivables vs sales, earnings vs cash, dilution, leverage and margins — didn't flag anything. Ask about the risks →
Explore 12 years of Twilio Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Twilio Inc. financial history by metric
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About Twilio Inc.
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Twilio Inc. — frequently asked questions
What is Twilio Inc.'s revenue?
Twilio Inc. (TWLO) reported revenue of $5.07B for fiscal year 2025, up 13.7% from the prior year, according to its SEC filings.
Is Twilio Inc. profitable?
Yes. TWLO earned net income of $33.83M in fiscal 2025, a net margin of 0.7%.
What is TWLO's P/E ratio?
Twilio Inc. trades at a price-to-earnings ratio of about 315.5 based on the latest data in our nightly-refreshed cache.
How fast is Twilio Inc. growing?
TWLO's revenue grew at roughly 23.5% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Twilio Inc. have?
As of fiscal year 2025, TWLO carried roughly $992.29M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Twilio Inc.'s gross margin?
TWLO's gross margin was 48.9% in fiscal 2025 — gross profit of $2.48B on revenue of $5.07B.
What is Twilio Inc.'s market cap?
Twilio Inc. (TWLO) has a market capitalization of about $31.61B, based on the latest data in our nightly-refreshed cache.
When does Twilio Inc.'s fiscal year end?
TWLO's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
Where does this data come from?
All figures are computed from Twilio Inc.'s official SEC filings (10-K and 10-Q), covering 12 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.