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

Twilio (TWLO) posted Share-based Compensation of $136.5 million for Q1 2026, down 11.19% sequentially from $153.7 million in Q4 2025, and down 1.98% YoY from $139.3 million in Q1 2025.

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

Twilio (TWLO) has 12 years of Share-based Compensation data on file, last reported at $136.5 million in Q1 2026.

  • Quarterly Share-based Compensation fell 1.98% year-over-year to $136.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $597.6 million (changed 0.06% YoY) and the FY2025 annual result came in at $600.4 million, down 2.63% from the prior year.
  • Share-based Compensation fell to $136.5 million in Q1 2026 per TWLO's latest filing, from $153.7 million in the prior quarter.
  • The five-year high for Share-based Compensation was $242.1 million in Q2 2022, with the low at $136.5 million in Q1 2026.
  • Average Share-based Compensation over 5 years is $166.3 million, with a median of $155.8 million recorded in 2024.
  • Year-over-year, Share-based Compensation soared 67.92% in 2022 and sank 36.76% in 2023.
  • Twilio's Share-based Compensation stood at $192.3 million in 2022, then dropped by 13.42% to $166.5 million in 2023, then retreated by 6.43% to $155.8 million in 2024, then dropped by 1.33% to $153.7 million in 2025, then fell by 11.19% to $136.5 million in 2026.
  • Business Quant data shows TWLO's Share-based Compensation at $136.5 million in Q1 2026, $153.7 million in Q4 2025, and $158.2 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Stock Comp. (Qtr)
1 Microsoft 2,853.66 Bn 2,775.39 Bn 56.06 Bn 3.08 Bn
2 Oracle 408.21 Bn 376.86 Bn 17.12 Bn 1.20 Bn
3 Palantir Technologies 300.98 Bn 293.06 Bn 1.42 Bn 201.59 Mn
4 Palo Alto Networks 247.84 Bn 243.30 Bn 1.91 Bn 301.00 Mn
5 CrowdStrike Holdings 193.63 Bn 190.57 Bn 993.68 Mn 273.95 Mn
6 Fortinet 117.45 Bn 114.16 Bn 1.49 Bn 72.50 Mn
7 Cloudflare 86.88 Bn 85.93 Bn 455.60 Mn 114.24 Mn
8 Synopsys 86.18 Bn 86.06 Bn 1.77 Bn 258.72 Mn
9 Block 46.10 Bn 39.21 Bn 2.91 Bn 338.70 Mn
10 Twilio 31.89 Bn 29.55 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
Sep 30, 2023 185.47 Mn
Sep 30, 2023 185.47 Mn