AI REVENUE WARS ● 2026-10-30

Explorer

Twilio

public · TWLO · SEC filings · Customer support & contact centerCommunications platform (messaging, voice, contact-center infrastructure); adjacent to support rather than a support suite.

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

All observations (27)

PeriodMetricValueYoYQualityHowSource
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$1.50B+22.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$1.41B+20.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$5.07B+13.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$1.37B+14.3%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-02-24) minus nine-month year-to-date revenue (10-Q filed 2025-10-31). Q4 is not filed as a three-month figure.
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$1.30B+14.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$1.23B+13.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$1.17B+12.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$4.46B+7.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$1.19B+11.1%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-02-26) minus nine-month year-to-date revenue (10-Q filed 2024-10-31). Q4 is not filed as a three-month figure.
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$1.13B+9.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$1.08B+4.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$1.05B+4.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$4.15B+8.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$1.08B+5.0%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-02-27) minus nine-month year-to-date revenue (10-Q filed 2023-11-09). Q4 is not filed as a three-month figure.
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$1.03B+5.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$1.04B+10.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$1.01B+15.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$3.83B+34.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$1.02B+21.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-27) minus nine-month year-to-date revenue (10-Q filed 2022-11-04). Q4 is not filed as a three-month figure.
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$983.03M+32.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$943.35M+41.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$875.36M+48.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$2.84B+61.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$842.74M+53.8%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-02-22) minus nine-month year-to-date revenue (10-Q filed 2021-10-28). Q4 is not filed as a three-month figure.
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$740.18M+65.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$668.93M+66.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$589.99M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q