Twilio (TWLO) Share-based Compensation (2015 - 2026)
Twilio's (TWLO) quarterly Share-based Compensation came in at $141.9 million in Q2 2026, down 4.92% year-over-year from $149.3 million in Q2 2025, and up 3.96% quarter-over-quarter from $136.5 million in Q1 2026.
Analysis
Twilio (TWLO) Share-based Compensation (2015 - 2026) Analysis & Trends
Twilio has disclosed Share-based Compensation across 12 years of filings, most recently posting $141.9 million for Q2 2026.
- In Q2 2026, Share-based Compensation fell 4.92% year-over-year to $141.9 million; the TTM figure through Jun 2026 stood at $585.8 million (down 2.17% YoY), while the FY2022 annual figure was $798.6 million, up 26.3% from the prior year.
- Share-based Compensation came in at $141.9 million for Q2 2026 at Twilio, up from $136.5 million in the prior quarter.
- In the past five years, Share-based Compensation ranged from a high of $242.1 million in Q2 2022 to a low of $136.5 million in Q1 2026.
- Average Share-based Compensation over 5 years is $165.7 million, with a median of $155.8 million recorded in 2024.
- Year-over-year, Share-based Compensation jumped 4657.12% in 2022 and slumped 36.76% in 2023.
- Over 5 years, Share-based Compensation stood at $192.3 million in 2022, then retreated by 13.42% to $166.5 million in 2023, then dropped by 6.43% to $155.8 million in 2024, then gained by 1.53% to $158.2 million in 2025, then slipped by 10.28% to $141.9 million in 2026.
- Per Business Quant data, the three most recent Share-based Compensation figures were $141.9 million in Q2 2026, $136.5 million in Q1 2026, and $158.2 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Twilio | 34.41 Bn | 31.76 Bn | 725.87 Mn | 141.91 Mn |
| 2 | Zoom Communications | 28.30 Bn | 21.05 Bn | 985.50 Mn | - |
| 3 | Nice | 6.33 Bn | 5.97 Bn | 995.81 Mn | 88.06 Mn |
| 4 | RingCentral | 5.92 Bn | 5.81 Bn | 472.31 Mn | 57.13 Mn |
| 5 | Five9 | 2.35 Bn | 1.70 Bn | 166.74 Mn | 32.98 Mn |
| 6 | Bandwidth | 1.40 Bn | 1.23 Bn | 78.54 Mn | 12.61 Mn |
| 7 | Consensus Cloud Solutions | 666.02 Mn | 567.11 Mn | 73.07 Mn | 5.76 Mn |
| 8 | Ooma | 629.68 Mn | 612.15 Mn | 50.99 Mn | 29.90 Mn |
| 9 | Agora | 376.18 Mn | 300.33 Mn | 25.74 Mn | 1.20 Mn |
| 10 | 8X8 | 256.05 Mn | 161.09 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 141.91 Mn |
| Mar 31, 2026 | 136.51 Mn |
| Sep 30, 2025 | 158.17 Mn |
| Jun 30, 2025 | 149.25 Mn |
| Mar 31, 2025 | 139.27 Mn |
| Dec 31, 2024 | 155.78 Mn |
| Sep 30, 2024 | 154.56 Mn |
| Jun 30, 2024 | 147.66 Mn |
| Mar 31, 2024 | 158.61 Mn |
| Dec 31, 2023 | 166.49 Mn |
| Sep 30, 2023 | 185.47 Mn |
| Jun 30, 2023 | 153.09 Mn |
| Mar 31, 2023 | 170.80 Mn |
| Dec 31, 2022 | 192.30 Mn |
| Sep 30, 2022 | 208.90 Mn |
| Jun 30, 2022 | 242.09 Mn |
| Mar 31, 2022 | 155.28 Mn |
| Dec 31, 2021 | 186.92 Mn |
| Sep 30, 2021 | 5.20 Mn |
| Jun 30, 2021 | 5.09 Mn |