Twilio (TWLO) Share-based Compensation (2015 - 2026)
Twilio's Share-based Compensation came in at $153.92 million for Q3 2026, down 2.7% from $158.17 million a year earlier but up 8.5% from the prior quarter.
Twilio (TWLO) Share-based Compensation (2015 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Twilio reported Share-based Compensation of $586.05 million, down 2.7% year-over-year; for FY2025, it was $600.41 million, down 2.6% from FY2024.
- Share-based Compensation has declined in each of the last three years, though with a five-year compound annual growth rate of 10.7% (FY2020 to FY2025).
- Going back by year, Share-based Compensation was $616.61 million in FY2024 (-8.8%), $675.86 million in FY2023 (-15.4%), $798.56 million in FY2022 (+26.3%) and $632.29 million in FY2021 (+75.2%).
- The five-year range for quarterly Share-based Compensation is $136.51 million (Q1 2026) to $242.09 million (Q2 2022).
- Year-over-year, Share-based Compensation has declined for four consecutive quarters, with an average decline of 3.3% over the last eight quarters.
- The fastest year-over-year change in Share-based Compensation over five years came in Q2 2022 (growth of 67.9%), and the weakest in Q2 2023 (a decline of 36.8%).
- Business Quant data shows TWLO's Share-based Compensation at $141.91 million (Q2 2026), $136.51 million (Q1 2026) and $153.71 million (Q4 2025) in the three quarters before Q3 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | Adobe | 93.84 Bn | 69.09 Bn | 6.00 Bn | 539.00 Mn |
| 2 | Autodesk | 55.44 Bn | 43.47 Bn | 1.87 Bn | 184.00 Mn |
| 3 | Atlassian | 40.30 Bn | 33.58 Bn | 1.53 Bn | 394.48 Mn |
| 4 | Twilio | 31.65 Bn | 21.29 Bn | 760.53 Mn | 153.92 Mn |
| 5 | Zoom Communications | 27.00 Bn | -3.73 Bn | 985.50 Mn | 179.78 Mn |
| 6 | Figma | 10.35 Bn | 3.67 Bn | 314.44 Mn | 158.59 Mn |
| 7 | Dropbox | 7.32 Bn | 2.95 Bn | 506.50 Mn | 77.30 Mn |
| 8 | Open Text | 6.19 Bn | 1.62 Bn | 1.01 Bn | 21.85 Mn |
| 9 | RingCentral | 6.11 Bn | 5.64 Bn | 494.30 Mn | 64.65 Mn |
| 10 | Nice | 6.03 Bn | 4.61 Bn | 1.49 Bn | 140.51 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 153.92 Mn |
| Jun 30, 2026 | 141.91 Mn |
| Mar 31, 2026 | 136.51 Mn |
| Dec 31, 2025 | 153.71 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 |
Twilio Share-based Compensation API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=share-based-compensation&ticker=TWLO&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "share-based-compensation", "ticker": "TWLO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=share-based-compensation&ticker=TWLO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();