Twilio Inc.
TWLO
Jodie read · what matters now
Revenue increased 20.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TWLO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
What improved
- Revenue increased 20.0% versus the comparable filing period.
- Operating margin improved 5.7 percentage points.
- Net income increased 350.3% versus the comparable filing period.
What weakened
- Gross margin fell 1.0 percentage points.
Filing receipts
“This increase was attributable to the factors impacting our revenue and cost of revenue, as described above.”
“This increase was primarily attributable to the increased usage of our products by our existing customers, as reflected in our DBNE of 114%, as well as an increase of $70.9 million in revenue derived from customer accounts not captured in our DBNE calculation, which are primarily new customer accounts.”
“With respect to changes in operating assets and liabilities, accounts receivable and prepaid expenses decreased $42.0 million primarily due to timing of cash receipts and prepayments of certain operating expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TWLO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 1 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TWLO is currently a Leader in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.