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| Date | Value |
|---|---|
| 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 |