Superworth

Twilio profit margin TWLO

Gross, operating and net profit as a share of revenue over the last twelve months, from 2015.

Net margin, 12 months
20.6%
Operating margin, 12 months
5.2%
Net margin on a year earlier
+20.2 pts
Peer median
7.3%

Over the twelve months to Jun 30, 2026, Twilio kept 20.6% of its revenue as net profit, with an operating margin of 5.2% and a gross margin of 48.5%.

Five years earlier its net margin was −32.4%.

The median for 10 infrastructure software stocks of a similar size is 7.3%.

Profit margin over time

GrossOperatingNet

Open the interactive chart, with overlays and comparisons

Fiscal year by fiscal year

Fiscal yearNet marginOperating marginGross margin
FY20250.7%3.1%48.9%
FY2024−2.5%−1.2%51.1%
FY2023−24.4%−21.1%49.2%
FY2022−32.8%−31.5%47.4%
FY2021−33.4%−32.2%48.9%
FY2020−27.9%−28.0%52.0%
FY2019−27.1%−32.6%53.7%
FY2018−18.8%−17.7%53.7%
FY2017−16.0%−16.6%54.2%
FY2016−14.9%−14.9%56.5%
FY2015−21.3%−21.2%55.4%

Quarter by quarter

QuarterEndedNet margin, 12 monthsChange on a yearOperating margin
Q2 FY2620.6%+20.2 pts5.2%
Q1 FY262.0%+2.7 pts4.6%
Q4 FY250.7%+3.1 pts3.1%
Q3 FY251.4%+12.0 pts2.3%
Q2 FY250.4%+14.4 pts1.5%
Q1 FY25−0.7%+16.6 pts0.3%
Q4 FY24−2.5%+22.0 pts−1.2%
Q3 FY24−10.7%+10.8 pts−9.9%
Q2 FY24−14.0%+16.1 pts−12.6%
Q1 FY24−17.4%+17.4 pts−15.6%
Q4 FY23−24.4%+8.4 pts−21.1%
Q3 FY23−21.4%+14.7 pts−17.9%

Against its peers

Companies in Software - Infrastructure nearest Twilio's size, closest first, today.

CompanyProfit margin
TWLOTwilio20.6%
ZSZscaler−1.9%
OKTAOkta9.6%
XYZBlock1.4%
MDBMongoDB2.1%
VRSNVeriSign49.8%
CPAYCorpay22.7%
RBRKRubrik−16.5%
IOTSamsara4.9%
FFIVF522.0%
PTCPTC41.4%
Peer median7.3%

Where Twilio ranks

What the profit margin tells you

Profit as a share of revenue at three levels: gross (after making the product), operating (after running the business) and net (after everything, including tax and interest).

Compare within an industry. 10% is superb for a retailer and poor for a software company.

More on Twilio

Valuation data, not investment advice. Prices as of . Reported figures come from the company's filings with the SEC.