Twilio (TWLO) Share-based Compensation (2015 - 2026)

Twilio's (TWLO) quarterly Share-based Compensation came in at $136.5 million in Q1 2026, down 1.98% year-on-year from $139.3 million in Q1 2025, and down 11.19% quarter-over-quarter from $153.7 million in Q4 2025.

Twilio (TWLO) Share-based Compensation (2015 - 2026) Analysis & Trends

Twilio has disclosed Share-based Compensation across 12 years of filings, most recently posting $136.5 million for Q1 2026.

  • Share-based Compensation for Q1 2026 came in at $136.5 million, down 1.98% year-over-year; the trailing twelve-month figure through Mar 2026 was $597.6 million (changed 0.06% YoY), and the FY2025 annual result was $600.4 million, down 2.63% from the prior year.
  • Share-based Compensation came in at $136.5 million for Q1 2026 at Twilio, down from $153.7 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.
  • The 5-year median for Share-based Compensation is $155.8 million (2024), against an average of $166.3 million.
  • Across the five-year window, Share-based Compensation surged 67.92% in 2022 and tumbled 36.76% in 2023, its largest moves.
  • Twilio's 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 retreated by 1.33% to $153.7 million in 2025, then slipped by 11.19% to $136.5 million in 2026.
  • The last three Share-based Compensation figures came in at $136.5 million (Q1 2026), $153.7 million (Q4 2025), and $158.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Share-based Compensation (Qtr)
1 Microsoft 2,998.30 Bn 2,920.03 Bn 56.06 Bn 3.08 Bn
2 Alarum Technologies 1,040.72 Bn 1,026.57 Bn 7.23 Mn -
3 Oracle 590.32 Bn 551.74 Bn 15.14 Bn 1.33 Bn
4 Palantir Technologies 316.31 Bn 308.39 Bn 1.42 Bn 201.59 Mn
5 Palo Alto Networks 181.17 Bn 176.63 Bn 1.91 Bn 301.00 Mn
6 CrowdStrike Holdings 161.69 Bn 158.63 Bn 993.68 Mn 273.95 Mn
7 Fortinet 102.35 Bn 99.06 Bn 1.49 Bn 72.50 Mn
8 Synopsys 88.25 Bn 88.13 Bn 1.77 Bn 258.72 Mn
9 Cloudflare 83.26 Bn 82.32 Bn 455.60 Mn 114.24 Mn
10 Twilio 31.18 Bn 28.84 Bn 684.24 Mn 136.51 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 136.51 Mn
Mar 31, 2026 136.51 Mn
Dec 31, 2025 153.71 Mn
Dec 31, 2025 153.71 Mn
Sep 30, 2025 158.17 Mn
Sep 30, 2025 158.17 Mn
Jun 30, 2025 149.25 Mn
Jun 30, 2025 149.25 Mn
Mar 31, 2025 139.27 Mn
Mar 31, 2025 139.27 Mn
Dec 31, 2024 155.78 Mn
Dec 31, 2024 155.78 Mn
Sep 30, 2024 154.56 Mn
Sep 30, 2024 154.56 Mn
Jun 30, 2024 147.66 Mn
Jun 30, 2024 147.66 Mn
Mar 31, 2024 158.61 Mn
Mar 31, 2024 158.61 Mn
Dec 31, 2023 166.49 Mn
Dec 31, 2023 166.49 Mn