Twilio (TWLO) Gross Margin (2015 - 2026)
Twilio (TWLO) reported Gross Margin of 48.63% for Q1 2026, down 97.0% on a YoY basis from 1621.15% in Q1 2025, and little changed sequentially from 48.49% in Q4 2025.
Twilio (TWLO) Gross Margin (2015 - 2026) Analysis & Trends
Twilio (TWLO) has 12 years of Gross Margin data on file, last reported at 48.63% in Q1 2026.
- For the quarter ending Q1 2026, Gross Margin fell 97.0% year-over-year to 48.63%; the trailing twelve-month figure through Mar 2026 stood at 48.69% (down 183.0% YoY), and the FY2022 full-year result was 47.4%, down 154.0% from the prior year.
- Gross Margin steadied at 48.63% in Q1 2026, from 48.49% in the prior quarter.
- In the past five years, Gross Margin ranged from a high of 51.96% in Q1 2024 to a low of 47.01% in Q3 2022.
- A 5-year average of 49.28% and a median of 48.75% in 2023 frame the typical range for Gross Margin.
- Across the five-year window, Gross Margin surged 321 bps in 2024 and tumbled 244 bps in 2025, its largest moves.
- Tracing TWLO's Gross Margin over 5 years: stood at 47.01% in 2022, then climbed by 6 bps to 49.95% in 2023, then increased by 0 bps to 50.19% in 2024, then declined by 3 bps to 48.49% in 2025, then grew by 0 bps to 48.63% in 2026.
- Business Quant data shows TWLO's Gross Margin at 48.63% in Q1 2026, 48.49% in Q4 2025, and 48.61% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Gross Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,921.46 Bn | 2,797.02 Bn | 56.06 Bn | 67.63% |
| 2 | PagSeguro Digital | 2,686.70 Bn | 2,686.70 Bn | 358.92 Mn | 37.74% |
| 3 | Oracle | 344.13 Bn | 312.24 Bn | - | - |
| 4 | Repay Holdings | 342.29 Bn | 342.15 Bn | - | - |
| 5 | Palantir Technologies | 294.57 Bn | 286.54 Bn | 1.42 Bn | 86.78% |
| 6 | Palo Alto Networks | 224.46 Bn | 219.93 Bn | 1.91 Bn | 73.59% |
| 7 | CrowdStrike Holdings | 182.52 Bn | 179.42 Bn | 993.68 Mn | 76.12% |
| 8 | Fortinet | 111.29 Bn | 107.99 Bn | 1.49 Bn | 80.29% |
| 9 | Cloudflare | 93.63 Bn | 92.68 Bn | 455.60 Mn | 71.21% |
| 10 | Twilio | 29.67 Bn | 27.32 Bn | 684.24 Mn | 48.63% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 48.63% |
| Dec 31, 2025 | 48.49% |
| Sep 30, 2025 | 48.61% |
| Jun 30, 2025 | 49.07% |
| Mar 31, 2025 | 49.60% |
| Dec 31, 2024 | 50.19% |
| Sep 30, 2024 | 51.04% |
| Jun 30, 2024 | 51.35% |
| Mar 31, 2024 | 51.96% |
| Sep 30, 2023 | 49.95% |
| Jun 30, 2023 | 48.74% |
| Mar 31, 2023 | 48.75% |
| Sep 30, 2022 | 47.01% |
| Jun 30, 2022 | 47.20% |
| Mar 31, 2022 | 48.56% |
| Sep 30, 2021 | 49.26% |
| Jun 30, 2021 | 49.52% |
| Mar 31, 2021 | 50.56% |
| Dec 31, 2020 | 51.47% |
| Sep 30, 2020 | 51.54% |