TWLONYSEServices-Prepackaged SoftwareUS GAAP · USD

Twilio Inc

Twilio Inc. provides cloud communications infrastructure and customer engagement software that businesses embed into their own applications and workflows. Its platform combines APIs for messaging, voice, email, and video with customer data, identity, and AI-enabled engagement tools, and it serves customers globally through a U.S.-based operating structure.

Kysy yhtiöstä
Liikevaihto5 067milj. USD
+13,7 %v/v
Liikevoitto (EBIT)158milj. USD
+393,8 %v/v
EBIT-marginaali3,1%
+4,3 %-yks.v/v
Nettotulos33,8milj. USD
+130,9 %v/v
Vapaa kassavirta1 003milj. USD
+40,1 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−2 00002 0004 0006 000milj. USD2020: 1 762 milj. USD2020: EBIT −493 milj. USD20202021: 2 842 milj. USD2021: EBIT −916 milj. USD20212022: 3 826 milj. USD2022: EBIT −1 205 milj. USD20222023: 4 154 milj. USD2023: EBIT −877 milj. USD20232024: 4 458 milj. USD2024: EBIT −54 milj. USD20242025: 5 067 milj. USD2025: EBIT 158 milj. USD20255 067158
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Communications APIs70 %

Programmable messaging, voice, email, and video APIs embedded into customer applications.

Customer Engagement Software15 %

Software products for contact centers, campaigns, and omnichannel customer interactions.

Customer Data Platform10 %

Segment products that unify customer data and support orchestration across teams.

Identity and Authentication3 %

Tools used to verify users and secure digital interactions.

Professional Services and Support2 %

Implementation, advisory, and premium support services for platform adoption.

Tuotteet

Raportoitu · osuus liikevaihdosta
56,8%14,7%12,1%10,3%FY2025100 %
  • Messaging56,8 %
  • Other Communications14,7 %
  • Programmable Voice12,1 %
  • Email10,3 %
  • 6,0 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Twilio sells to organizations that need programmable communications and customer engagement infrastructure, ranging from small and medium-sized businesses to large enterprises. Customers use the platform to send notifications, authenticate users, run contact centers, and manage customer data across digital channels. Nonprofit organizations also use Twilio.org offerings, often at reduced rates or with grant support, to deliver social-impact communications programs.

Small and medium-sized businesses

Buy APIs and software to add messaging, voice, and authentication without building infrastructure.

Large enterprises

Use Flex, Segment, and communications APIs for omnichannel engagement and workflow integration.

Developers and product teams

Embed programmable communications into customer-facing applications and digital products.

Nonprofit organizations

Use Twilio.org products and grants for outreach, crisis response, and community coordination.

Partners and resellers

Implement and resell Twilio solutions, especially for broader customer engagement deployments.

Strategia

Twilio is focused on combining communications, customer data, and AI into a single platform that improves customer engagement across the journey. Its priorities include product innovation, cross-selling, self-service adoption, partner expansion, and international growth, while simplifying operations and automating internal processes to improve efficiency. The company is also emphasizing higher-value software and AI-enabled workflows that deepen customer usage and make the platform more strategic.

Product innovation with AILyhyt aikaväli

AI can improve routing, personalization, and customer engagement workflows.

Cross-sell and platform expansionKeskipitkä aikaväli

Broader product adoption increases customer stickiness and wallet share.

Partner and reseller growthKeskipitkä aikaväli

Partners extend market reach and lower customer acquisition friction.

Operational efficiencyLyhyt aikaväli

Automation and simplification support scalable delivery and cost discipline.

Maantiede

Q1/2026

Twilio is headquartered in the United States and defines revenue as U.S. or international based on customer registration location. The company operates globally, with a substantial employee base outside the U.S. and customers across many countries, so foreign exchange, local telecom rules, and carrier relationships matter to execution. Its platform is designed for worldwide delivery, but usage-based communications can be affected by regional messaging economics and regulatory requirements.

USA64 %
Other countries (US filing)36 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Twilio’s results depend heavily on customer usage volumes, which can fluctuate with macro conditions, seasonality, and customer behavior. The business also faces intense competition, cybersecurity and fraud exposure, and regulatory complexity in communications markets, especially where licensing and telecom rules vary by country. Because a large share of revenue is usage-based, changes in traffic mix, carrier fees, or international messaging economics can quickly affect performance.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Usage volatility and seasonality1Competitive pressure2Cybersecurity and platform outages3Fraud and abuse of communications products4Regulatory and licensing complexity5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Usage volatility and seasonalityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A large portion of revenue comes from usage-based fees tied to customer traffic.

    Kohdistuu: Messaging and voice volumes

  2. Competitive pressureVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Customers can compare Twilio against CPaaS, CRM, CDP, and software alternatives.

    KohdistuuAPIsFlexSegmentIdentity
  3. Cybersecurity and platform outagesVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company depends on cloud systems and third-party providers for service delivery.

    KohdistuuAPIsCustomer dataInternal systems
  4. Fraud and abuse of communications productsVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Spam, traffic pumping, and subscription fraud can increase costs and harm reputation.

    Kohdistuu: Messaging and voice traffic

  5. Regulatory and licensing complexityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Communications services are subject to evolving telecom and internet rules globally.

    Kohdistuu: International operations

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition by product type

Usage-based and subscription-based offerings are recognized differently and affect timing.

Vaikutus: Can shift revenue between periods and change quarterly comparability

Deferred revenue and customer deposits

Prepayments exist, but management says these balances are not a meaningful indicator of future revenue.

Vaikutus: Limits usefulness of balance-sheet prepayments as a forward indicator

Goodwill and intangible asset impairment

Acquired assets must be tested for impairment and can create large non-cash charges.

Vaikutus: Can materially affect earnings if assumptions weaken

Cost allocation for network and cloud infrastructure

Carrier fees, hosting, and support costs are major cost of revenue components.

Vaikutus: Affects gross margin and segment comparability

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Päivitetty: 24.9.2026