Twilio (TWLO) Operating Leases (2019 - 2026)

Twilio's (TWLO) quarterly Operating Leases came in at $43.3 million in Q1 2026, down 44.53% year-on-year from $78.0 million in Q1 2025, and down 20.07% quarter-over-quarter from $54.2 million in Q4 2025.

Twilio (TWLO) Operating Leases (2019 - 2026) Analysis & Trends

Twilio has disclosed Operating Leases across 8 years of filings, most recently posting $43.3 million for Q1 2026.

  • Operating Leases for Q1 2026 came in at $43.3 million, down 44.53% year-over-year; the trailing twelve-month figure through Mar 2026 was $43.3 million (down 44.53% YoY), and the FY2025 annual result was $54.2 million, down 36.93% from the prior year.
  • Operating Leases came in at $43.3 million for Q1 2026 at Twilio, down from $54.2 million in the prior quarter.
  • In the past five years, Operating Leases ranged from a high of $201.4 million in Q1 2022 to a low of $43.3 million in Q1 2026.
  • The 5-year median for Operating Leases is $110.3 million (2024), against an average of $118.1 million.
  • Across the five-year window, Operating Leases declined 19.49% in 2023 and tumbled 44.53% in 2026, its largest moves.
  • Twilio's Operating Leases stood at $164.6 million in 2022, then retreated by 26.61% to $120.8 million in 2023, then slipped by 28.89% to $85.9 million in 2024, then tumbled by 36.93% to $54.2 million in 2025, then decreased by 20.07% to $43.3 million in 2026.
  • The last three Operating Leases figures came in at $43.3 million (Q1 2026), $54.2 million (Q4 2025), and $68.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Microsoft 2,998.30 Bn 2,920.03 Bn 56.06 Bn
2 Alarum Technologies 1,040.72 Bn 1,026.57 Bn 7.23 Mn
3 Oracle 590.32 Bn 551.74 Bn 15.14 Bn
4 Palantir Technologies 316.31 Bn 308.39 Bn 1.42 Bn
5 Palo Alto Networks 181.17 Bn 176.63 Bn 1.91 Bn
6 CrowdStrike Holdings 161.69 Bn 158.63 Bn 993.68 Mn
7 Fortinet 102.35 Bn 99.06 Bn 1.49 Bn
8 Synopsys 88.25 Bn 88.13 Bn 1.77 Bn
9 Cloudflare 83.26 Bn 82.32 Bn 455.60 Mn
10 Twilio 31.18 Bn 28.84 Bn 684.24 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 43.29 Mn
Dec 31, 2025 54.16 Mn
Sep 30, 2025 68.00 Mn
Jun 30, 2025 76.82 Mn
Mar 31, 2025 78.05 Mn
Dec 31, 2024 85.88 Mn
Sep 30, 2024 94.76 Mn
Jun 30, 2024 102.56 Mn
Mar 31, 2024 110.27 Mn
Dec 31, 2023 120.77 Mn
Sep 30, 2023 133.88 Mn
Jun 30, 2023 146.30 Mn
Mar 31, 2023 162.11 Mn
Dec 31, 2022 164.55 Mn
Sep 30, 2022 176.34 Mn
Jun 30, 2022 189.07 Mn
Mar 31, 2022 201.35 Mn
Dec 31, 2021 211.25 Mn
Sep 30, 2021 223.03 Mn
Jun 30, 2021 252.76 Mn