Twilio TWLO
NYSE TWLO
$225.80 -7.18 (-3.08%)
As of: Sep 8, 2026 · 3:59 PM EDT

Twilio (TWLO) Operating Leases (2019 - 2026)

Twilio's (TWLO) quarterly Operating Leases came in at $42.9 million in Q2 2026, down 44.12% year-over-year from $76.8 million in Q2 2025, and down 0.85% quarter-over-quarter from $43.3 million in Q1 2026.

Analysis

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

Twilio has disclosed Operating Leases across 8 years of filings, most recently posting $42.9 million for Q2 2026.

  • In Q2 2026, Operating Leases fell 44.12% year-over-year to $42.9 million; the TTM figure through Jun 2026 stood at $42.9 million (down 44.12% YoY), while the FY2022 annual figure was $164.6 million, down 22.11% from the prior year.
  • Operating Leases came in at $42.9 million for Q2 2026 at Twilio, down from $43.3 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 $42.9 million in Q2 2026.
  • Average Operating Leases over 5 years is $117.5 million, with a median of $110.3 million recorded in 2024.
  • Year-over-year, Operating Leases fell 19.49% in 2023 and slumped 44.53% in 2026.
  • Over 5 years, 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 dropped by 20.82% to $68.0 million in 2025, then sank by 36.88% to $42.9 million in 2026.
  • Per Business Quant data, the three most recent Operating Leases figures were $42.9 million in Q2 2026, $43.3 million in Q1 2026, and $68.0 million in Q3 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Twilio 34.41 Bn 31.76 Bn 725.87 Mn
2 Zoom Communications 28.30 Bn 21.05 Bn 985.50 Mn
3 Nice 6.33 Bn 5.97 Bn 995.81 Mn
4 RingCentral 5.92 Bn 5.81 Bn 472.31 Mn
5 Five9 2.35 Bn 1.70 Bn 166.74 Mn
6 Bandwidth 1.40 Bn 1.23 Bn 78.54 Mn
7 Consensus Cloud Solutions 666.02 Mn 567.11 Mn 73.07 Mn
8 Ooma 629.68 Mn 612.15 Mn 50.99 Mn
9 Agora 376.18 Mn 300.33 Mn 25.74 Mn
10 8X8 256.05 Mn 161.09 Mn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 42.92 Mn
Mar 31, 2026 43.29 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 304.20 Mn
Jun 30, 2021 279.44 Mn