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 (TWLO) has 8 years of Operating Leases data on file, last reported 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 FY2025 annual result came in at $54.2 million, down 36.93% 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.
  • The five-year high for Operating Leases was $201.4 million in Q1 2022, with the low at $43.3 million in Q1 2026.
  • Average Operating Leases over 5 years is $118.1 million, with a median of $110.3 million recorded in 2024.
  • Year-over-year, Operating Leases slipped 19.49% in 2023 and sank 44.53% in 2026.
  • Twilio's Operating Leases stood at $164.6 million in 2022, then dropped by 26.61% to $120.8 million in 2023, then fell by 28.89% to $85.9 million in 2024, then plunged by 36.93% to $54.2 million in 2025, then declined by 20.07% to $43.3 million in 2026.
  • Business Quant data shows TWLO's Operating Leases at $43.3 million in Q1 2026, $54.2 million in Q4 2025, and $68.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Microsoft 2,853.66 Bn 2,775.39 Bn 56.06 Bn
2 Oracle 408.21 Bn 376.86 Bn 17.12 Bn
3 Palantir Technologies 300.98 Bn 293.06 Bn 1.42 Bn
4 Palo Alto Networks 247.84 Bn 243.30 Bn 1.91 Bn
5 CrowdStrike Holdings 193.63 Bn 190.57 Bn 993.68 Mn
6 Fortinet 117.45 Bn 114.16 Bn 1.49 Bn
7 Cloudflare 86.88 Bn 85.93 Bn 455.60 Mn
8 Synopsys 86.18 Bn 86.06 Bn 1.77 Bn
9 Block 46.10 Bn 39.21 Bn 2.91 Bn
10 Twilio 31.89 Bn 29.55 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
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
Mar 31, 2021 290.02 Mn