Twilio (TWLO) Operating Margin (2015 - 2026)
Twilio (TWLO) reported Operating Margin of 7.65% for Q1 2026, up 568.0% on a YoY basis from 1.15% in Q1 2025, and up 84.09% sequentially from 4.16% in Q4 2025.
Twilio (TWLO) Operating Margin (2015 - 2026) Analysis & Trends
Twilio (TWLO) has 12 years of Operating Margin data on file, last reported at 7.65% in Q1 2026.
- For the quarter ending Q1 2026, Operating Margin rose 568.0% year-over-year to 7.65%; the trailing twelve-month figure through Mar 2026 stood at 4.57% (up 429.0% YoY), and the FY2025 full-year result was 11.65%, down 226.0% from the prior year.
- Operating Margin rose to 7.65% in Q1 2026, from 4.16% in the prior quarter.
- In the past five years, Operating Margin ranged from a high of 7.65% in Q1 2026 to a low of 51.13% in Q4 2023.
- A 5-year average of 11.95% and a median of 2.96% in 2024 frame the typical range for Operating Margin.
- Across the five-year window, Operating Margin plunged 1510 bps in 2022 and surged 3595 bps in 2023, its largest moves.
- Tracing TWLO's Operating Margin over 5 years: stood at 46.49% in 2022, then slipped by 10 bps to 51.13% in 2023, then jumped by 102 bps to 1.15% in 2024, then jumped by 262 bps to 4.16% in 2025, then jumped by 84 bps to 7.65% in 2026.
- Business Quant data shows TWLO's Operating Margin at 7.65% in Q1 2026, 4.16% in Q4 2025, and 3.15% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Operating Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,895.32 Bn | 2,770.88 Bn | 56.06 Bn | 46.33% |
| 2 | PagSeguro Digital | 2,672.75 Bn | 2,672.75 Bn | 358.92 Mn | 75.95% |
| 3 | Repay Holdings | 344.36 Bn | 344.21 Bn | - | - |
| 4 | Oracle | 339.20 Bn | 307.30 Bn | - | 31.97% |
| 5 | Palantir Technologies | 296.91 Bn | 288.89 Bn | 1.42 Bn | 46.18% |
| 6 | Palo Alto Networks | 225.55 Bn | 221.01 Bn | 1.91 Bn | 15.30% |
| 7 | CrowdStrike Holdings | 185.68 Bn | 182.58 Bn | 993.68 Mn | 1.06% |
| 8 | Fortinet | 109.83 Bn | 106.54 Bn | 1.49 Bn | 31.36% |
| 9 | Cloudflare | 95.19 Bn | 94.25 Bn | 455.60 Mn | -9.69% |
| 10 | Twilio | 29.41 Bn | 27.07 Bn | 684.24 Mn | 7.65% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.65% |
| Dec 31, 2025 | 4.16% |
| Sep 30, 2025 | 3.15% |
| Jun 30, 2025 | 3.01% |
| Mar 31, 2025 | 1.97% |
| Dec 31, 2024 | 1.15% |
| Sep 30, 2024 | -0.43% |
| Jun 30, 2024 | -1.76% |
| Mar 31, 2024 | -4.15% |
| Nov 30, 2023 | -51.13% |
| Sep 30, 2023 | -10.54% |
| Jun 30, 2023 | -13.67% |
| Mar 31, 2023 | -26.24% |
| Sep 30, 2022 | -46.49% |
| Jun 30, 2022 | -33.07% |
| Mar 31, 2022 | -24.88% |
| Sep 30, 2021 | -31.39% |
| Jun 30, 2021 | -30.24% |
| Mar 31, 2021 | -33.45% |
| Dec 31, 2020 | -33.81% |