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
DateValue
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%