Business Description

Twilio Inc. is a cloud communications platform-as-a-service (CPaaS) company based in San Francisco, California. The company provides programmable application programming interfaces (APIs) that allow software developers to integrate voice, messaging, and video communications into their applications. Twilio's platform is widely used by businesses globally to facilitate customer engagement, marketing, and customer service interactions.

Everything on Twilio Inc.

Revenue (FY2025) $5.07B
YoY growth +13.7%
Operating margin 3.1%
Direction Expanding
Gross margin 48.9%
Net margin 0.7%

Earnings Transcripts

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Leadership & board

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Acquisitions

Share Repurchase Program

Total authorized
$2.0 billion
Remaining (as of December 31, 2025 (program terminates December 31, 2027))
approximately $1.1 billion
Latest FY repurchased
$854.6 million (under the January 2025 program); $2.33 billion of total Class A common stock repurchases in FY2025 per the cash flow statement

Customer Concentration

During the years ended December 31, 2025, 2024 and 2023, no customer organization accounted for more than 10% of the Company's total revenue, and as of December 31, 2025 and 2024, no customer organization represented more than 10% of the Company's gross accounts receivable. In 2025, 2024 and 2023, the 10 largest Active Customer Accounts generated an aggregate of 9%, 10% and 10% of total revenue, respectively.

Recent SEC Filings

2026-08-06 Reported quarterly results View filing ↗
2026-06-17 Leadership change (directors/officers) (+1 more) View filing ↗
2026-04-30 Reported quarterly results View filing ↗
2026-03-24 Leadership change (directors/officers) (+1 more) View filing ↗
2026-02-12 Reported quarterly results View filing ↗
2025-10-30 Reported quarterly results View filing ↗
2025-08-07 Reported quarterly results View filing ↗
2025-06-11 Amended charter/bylaws (+1 more) View filing ↗
2025-05-01 Reported quarterly results View filing ↗
2025-02-13 Reported quarterly results View filing ↗
2025-01-23 Reported quarterly results (+2 more) View filing ↗
2024-12-16 Leadership change (directors/officers) View filing ↗

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