Twilio (TWLO) Change in Receivables (2015 - 2026)
Twilio (TWLO) reported Change in Receivables of $74.9 million for Q1 2026, up 984.66% on a YoY basis from $6.9 million in Q1 2025, and up 210.34% sequentially from $24.1 million in Q4 2025.
Twilio (TWLO) Change in Receivables (2015 - 2026) Analysis & Trends
Twilio (TWLO) has 12 years of Change in Receivables data on file, last reported at $74.9 million in Q1 2026.
- For the quarter ending Q1 2026, Change in Receivables rose 984.66% year-over-year to $74.9 million; the trailing twelve-month figure through Mar 2026 stood at $138.4 million (up 102.53% YoY), and the FY2022 full-year result was $194.7 million, up 65.04% from the prior year.
- Change in Receivables advanced to $74.9 million in Q1 2026, from $24.1 million in the prior quarter.
- In the past five years, Change in Receivables ranged from a high of $74.9 million in Q1 2026 to a low of -$23.0 million in Q3 2023.
- A 5-year average of $28.4 million and a median of $26.0 million in 2025 frame the typical range for Change in Receivables.
- Across the five-year window, Change in Receivables sank 177.83% in 2023 and jumped 984.66% in 2026, its largest moves.
- Tracing TWLO's Change in Receivables over 5 years: stood at $73.3 million in 2022, then tumbled by 131.4% to -$23.0 million in 2023, then jumped by 310.8% to $48.5 million in 2024, then tumbled by 50.27% to $24.1 million in 2025, then soared by 210.34% to $74.9 million in 2026.
- Business Quant data shows TWLO's Change in Receivables at $74.9 million in Q1 2026, $24.1 million in Q4 2025, and $27.8 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,930.45 Bn | 2,806.01 Bn | 56.06 Bn | 4.71 Bn |
| 2 | PagSeguro Digital | 2,676.93 Bn | 2,676.93 Bn | 358.92 Mn | -58.72 Mn |
| 3 | Oracle | 337.14 Bn | 305.24 Bn | - | -11.00 Mn |
| 4 | Repay Holdings | 333.62 Bn | 333.48 Bn | - | - |
| 5 | Palantir Technologies | 296.67 Bn | 288.65 Bn | 1.42 Bn | 360.97 Mn |
| 6 | Palo Alto Networks | 222.55 Bn | 218.02 Bn | 1.91 Bn | 758.00 Mn |
| 7 | CrowdStrike Holdings | 180.65 Bn | 177.55 Bn | 993.68 Mn | 348.72 Mn |
| 8 | Fortinet | 108.09 Bn | 104.79 Bn | 1.49 Bn | -205.20 Mn |
| 9 | Cloudflare | 93.52 Bn | 92.58 Bn | 455.60 Mn | -1.40 Mn |
| 10 | Twilio | 28.34 Bn | 26.00 Bn | 684.24 Mn | 74.87 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 74.87 Mn |
| Mar 31, 2026 | 74.87 Mn |
| Dec 31, 2025 | 24.13 Mn |
| Dec 31, 2025 | 24.13 Mn |
| Sep 30, 2025 | 27.83 Mn |
| Sep 30, 2025 | 27.83 Mn |
| Jun 30, 2025 | 11.58 Mn |
| Jun 30, 2025 | 11.58 Mn |
| Mar 31, 2025 | -8.46 Mn |
| Mar 31, 2025 | -8.46 Mn |
| Dec 31, 2024 | 48.51 Mn |
| Dec 31, 2024 | 48.51 Mn |
| Sep 30, 2024 | 23.74 Mn |
| Sep 30, 2024 | 23.74 Mn |
| Jun 30, 2024 | 4.54 Mn |
| Jun 30, 2024 | 4.54 Mn |
| Mar 31, 2024 | -15.64 Mn |
| Mar 31, 2024 | -15.64 Mn |
| Sep 30, 2023 | -23.01 Mn |
| Sep 30, 2023 | -23.01 Mn |