Twilio (TWLO) Change in Receivables (2015 - 2026)
Twilio's (TWLO) quarterly Change in Receivables came in at $58.8 million in Q2 2026, up 407.84% year-over-year from $11.6 million in Q2 2025, and down 21.49% quarter-over-quarter from $74.9 million in Q1 2026.
Analysis
Twilio (TWLO) Change in Receivables (2015 - 2026) Analysis & Trends
Twilio has disclosed Change in Receivables across 12 years of filings, most recently posting $58.8 million for Q2 2026.
- In Q2 2026, Change in Receivables rose 407.84% year-over-year to $58.8 million; the TTM figure through Jun 2026 stood at $173.1 million (up 129.62% YoY), while the FY2022 annual figure was $194.7 million, up 65.04% from the prior year.
- Change in Receivables came in at $58.8 million for Q2 2026 at Twilio, down from $74.9 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.
- Average Change in Receivables over 5 years is $29.7 million, with a median of $27.8 million recorded in 2025.
- Year-over-year, Change in Receivables slumped 177.83% in 2023 and surged 984.66% in 2026.
- Over 5 years, Change in Receivables stood at $73.3 million in 2022, then plunged by 78.2% to $16.0 million in 2023, then jumped by 203.65% to $48.5 million in 2024, then tumbled by 42.64% to $27.8 million in 2025, then soared by 111.22% to $58.8 million in 2026.
- Per Business Quant data, the three most recent Change in Receivables figures were $58.8 million in Q2 2026, $74.9 million in Q1 2026, and $27.8 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Twilio | 34.41 Bn | 31.76 Bn | 725.87 Mn | 58.78 Mn |
| 2 | Zoom Communications | 28.30 Bn | 21.05 Bn | 985.50 Mn | - |
| 3 | Nice | 6.33 Bn | 5.97 Bn | 995.81 Mn | -99.38 Mn |
| 4 | RingCentral | 5.92 Bn | 5.81 Bn | 472.31 Mn | 29.58 Mn |
| 5 | Five9 | 2.35 Bn | 1.70 Bn | 166.74 Mn | 5.20 Mn |
| 6 | Bandwidth | 1.40 Bn | 1.23 Bn | 78.54 Mn | 9.20 Mn |
| 7 | Consensus Cloud Solutions | 666.02 Mn | 567.11 Mn | 73.07 Mn | 3.44 Mn |
| 8 | Ooma | 629.68 Mn | 612.15 Mn | 50.99 Mn | -978,000.00 |
| 9 | Agora | 376.18 Mn | 300.33 Mn | 25.74 Mn | -3.89 Mn |
| 10 | 8X8 | 256.05 Mn | 161.09 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 58.78 Mn |
| Mar 31, 2026 | 74.87 Mn |
| Sep 30, 2025 | 27.83 Mn |
| Jun 30, 2025 | 11.58 Mn |
| Mar 31, 2025 | -8.46 Mn |
| Dec 31, 2024 | 48.51 Mn |
| Sep 30, 2024 | 23.74 Mn |
| Jun 30, 2024 | 4.54 Mn |
| Mar 31, 2024 | -15.64 Mn |
| Dec 31, 2023 | 15.98 Mn |
| Sep 30, 2023 | -23.01 Mn |
| Jun 30, 2023 | 56.92 Mn |
| Mar 31, 2023 | 35.22 Mn |
| Dec 31, 2022 | 73.30 Mn |
| Sep 30, 2022 | 29.57 Mn |
| Jun 30, 2022 | 72.16 Mn |
| Mar 31, 2022 | 19.62 Mn |
| Dec 31, 2021 | 36.76 Mn |
| Sep 30, 2021 | 39.50 Mn |
| Jun 30, 2021 | 47.25 Mn |