Twilio Inc. financials

Key figures from Twilio Inc.'s filings with the U.S. Securities and Exchange Commission: the latest quarter against a year earlier, and the trend across recent quarters and fiscal years.

Latest quarter vs a year earlier

MetricSep 2026Sep 2025Change
Revenue$1.6B$1.3B+19.9%
Net income$161M$37M+332.7%
Free cash flow$384M$261M+47.0%
Gross margin48.8%48.6%+0.2 pts
Operating margin9.5%3.1%+6.4 pts
Net margin10.3%2.9%+7.5 pts

Quarterly trend

Revenue by quarter
$1.1BDec 2023*$1.0BMar 2024$1.1BJun 2024$1.1BSep 2024$1.2BDec 2024*$1.2BMar 2025$1.2BJun 2025$1.3BSep 2025$1.4BDec 2025*$1.4BMar 2026$1.5BJun 2026$1.6BSep 2026
Net income by quarter
-$365MDec 2023*-$55MMar 2024-$32MJun 2024-$10MSep 2024-$12MDec 2024*$20MMar 2025$22MJun 2025$37MSep 2025-$46MDec 2025*$90MMar 2026$1.1BJun 2026$161MSep 2026
Free cash flow by quarter
$220MDec 2023*$188MMar 2024$212MJun 2024$204MSep 2024$105MDec 2024*$190MMar 2025$276MJun 2025$261MSep 2025$270MDec 2025*$149MMar 2026$369MJun 2026$384MSep 2026
Margins by quarter
-50%19%87%Dec 2023*Mar 2024Jun 2024Sep 2024Dec 2024*Mar 2025Jun 2025Sep 2025Dec 2025*Mar 2026Jun 2026Sep 202649.4%52.0%51.3%51.0%50.2%49.6%49.1%48.6%48.5%48.6%48.4%48.8%-33.6%-4.2%-1.8%-0.4%1.1%2.0%3.0%3.1%4.2%7.7%5.6%9.5%-33.9%-5.3%-2.9%-0.9%-1.0%1.7%1.8%2.9%-3.3%6.4%71.2%10.3%

Fiscal years

Fiscal yearRevenueNet incomeNet marginFree cash flowEPS (diluted)
FY Dec 2025$5.1B$34M0.7%$997M$0.21
FY Dec 2024$4.5B-$109M-2.4%$709M-$0.66
FY Dec 2023$4.2B-$1.0B-24.4%$403M-$5.54
FY Dec 2022$3.8B-$1.3B-32.8%-$289M-$6.86
FY Dec 2021$2.8B-$950M-33.4%-$104M-$5.45

* Fiscal fourth quarter computed from the annual filing minus the three reported quarters. All figures from company filings with the SEC.

This content is for informational purposes only and is not investment advice. Always do your own research before making financial decisions.