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 up 257467.92% YoY from N/an in Q1 2025.
Twilio (TWLO) Share-based Compensation (2015 - 2026) Analysis & Trends
Twilio has reported Share-based Compensation for 12 years, with the latest figure at $136.5 million in Q1 2026.
- Quarterly Share-based Compensation rose 257467.92% year-over-year to $136.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $597.6 million (up 481.75% YoY) and the FY2022 annual result came in at $798.6 million, up 26.3% 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.
- Over five years, Share-based Compensation peaked at $242.1 million in Q2 2022 and troughed at -$458.8 million in Q4 2024.
- A 5-year average of $99.8 million and a median of $153.4 million in 2023 frame the typical range for Share-based Compensation.
- The sharpest annual moves came in 2024 and 2026: Share-based Compensation plunged 98.88% in 2024, then surged 257467.92% in 2026.
- Over 5 years, Share-based Compensation stood at $192.3 million in 2022, then retreated by 3.55% to $185.5 million in 2023, then tumbled by 347.38% to -$458.8 million in 2024, then surged by 133.5% to $153.7 million in 2025, then declined by 11.19% to $136.5 million in 2026.
- According to Business Quant data, Share-based Compensation over the past three periods registered $136.5 million, $153.7 million, and $158.2 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,576.39 Bn | 3,443.64 Bn | 60.48 Bn | 3.12 Bn |
| 2 | Palantir Technologies | 412.58 Bn | 403.17 Bn | 1.64 Bn | 265.21 Mn |
| 3 | Oracle | 407.66 Bn | 375.77 Bn | - | 4.70 Bn |
| 4 | Palo Alto Networks | 299.27 Bn | 296.16 Bn | 2.03 Bn | 643.00 Mn |
| 5 | Fortinet | 115.83 Bn | 111.76 Bn | 1.64 Bn | 79.30 Mn |
| 6 | Cloudflare | 106.65 Bn | 102.48 Bn | 499.52 Mn | 159.87 Mn |
| 7 | Synopsys | 76.61 Bn | 74.41 Bn | 1.77 Bn | 144.60 Mn |
| 8 | CoreWeave | 51.53 Bn | 45.99 Bn | 1.70 Bn | 6.37 Bn |
| 9 | Block | 47.55 Bn | 41.12 Bn | 3.17 Bn | 259.75 Mn |
| 10 | Twilio | 35.44 Bn | 32.79 Bn | 725.87 Mn | 141.91 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 141.91 Mn |
| Jun 30, 2026 | 141.91 Mn |
| 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 | 53,000.00 |
| Mar 31, 2025 | 53,000.00 |
| Dec 31, 2024 | -458.82 Mn |
| Dec 31, 2024 | -458.82 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 | 1.92 Mn |
| Mar 31, 2024 | 1.92 Mn |