Twilio TWLO
NYSE TWLO
$232.09 +3.48 (+1.52%)
At close: Aug 18, 2026 · 3:59 PM UTC

Twilio (TWLO) Operating Leases (2019 - 2026)

Twilio (TWLO) posted Operating Leases of $43.3 million for Q1 2026, down 20.07% sequentially from $54.2 million in Q4 2025, and down 44.53% YoY from $78.0 million in Q1 2025.

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

Twilio has reported Operating Leases for 8 years, with the latest figure at $43.3 million in Q1 2026.

  • Quarterly Operating Leases fell 44.53% year-over-year to $43.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $43.3 million (down 44.53% YoY) and the FY2022 annual result came in at $164.6 million, down 22.11% from the prior year.
  • Operating Leases slipped to $43.3 million in Q1 2026 per TWLO's latest filing, from $54.2 million in the prior quarter.
  • Over five years, Operating Leases peaked at $201.4 million in Q1 2022 and troughed at $43.3 million in Q1 2026.
  • A 5-year average of $118.0 million and a median of $106.4 million in 2024 frame the typical range for Operating Leases.
  • The sharpest annual moves came in 2023 and 2026: Operating Leases retreated 19.49% in 2023, then tumbled 44.53% in 2026.
  • Over 5 years, Operating Leases stood at $164.6 million in 2022, then retreated by 18.64% to $133.9 million in 2023, then sank by 35.86% to $85.9 million in 2024, then tumbled by 36.93% to $54.2 million in 2025, then dropped by 20.07% to $43.3 million in 2026.
  • According to Business Quant data, Operating Leases over the past three periods registered $43.3 million, $54.2 million, and $68.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Microsoft 3,576.39 Bn 3,443.64 Bn 60.48 Bn
2 Palantir Technologies 412.58 Bn 403.17 Bn 1.64 Bn
3 Oracle 407.66 Bn 375.77 Bn -
4 Palo Alto Networks 299.27 Bn 296.16 Bn 2.03 Bn
5 Fortinet 115.83 Bn 111.76 Bn 1.64 Bn
6 Cloudflare 106.65 Bn 102.48 Bn 499.52 Mn
7 Synopsys 76.61 Bn 74.41 Bn 1.77 Bn
8 CoreWeave 51.53 Bn 45.99 Bn 1.70 Bn
9 Block 47.55 Bn 41.12 Bn 3.17 Bn
10 Twilio 35.44 Bn 32.79 Bn 725.87 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 42.92 Mn
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
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 279.44 Mn