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TWLO · Communication
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
15 collected · 15 comparable numeric · 2022-12-31 to 2026-06-30
Windows end at the latest collected period, 2026-06-30. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 18,386,271 → collected movements → 13,663,977 calculated · 13,663,977 reported closing. Collected movements balance.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2025-01-01–2025-12-31 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
Actual compensation-share delivery: unavailable for this source period.
No matching consolidated share-delivery evidence for this filing and reporting interval. Missing share counts remain unknown.
| Award activity | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Opening awards | |||
| Granted | |||
| Vested | |||
| Cancelled / forfeited | |||
| Closing awards | |||
| Grant-date fair value |
Capitalized internal-use software amortization period
3 yrs
Capitalized internal-use software amortization life 3 years. Excludes acquired technology and externally marketed software.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
≤5 yrs
Capitalized initial contract acquisition commission benefit period up to 5.0 years. Renewal treatment may differ. Up to five years; do not treat upper bound as exact.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-06-30
| Metric | Company definition |
|---|---|
| Non-GAAP gross profit and marginNon-GAAP financial measure | Gross profit excludes stock compensation, related payroll taxes and acquired-intangible amortization; margin expresses non-GAAP gross profit relative to revenue. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating incomeNon-GAAP financial measure | Operating income excludes stock compensation/payroll taxes, acquired-intangible amortization, divested-asset losses, acquisition/divestiture costs, charitable contributions, restructuring, long-lived/prepaid-asset impairments and lease-related gains or losses. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP net income and EPSNon-GAAP financial measure | Net income excludes operating adjustments plus strategic-investment gains/losses and impairments, debt-discount/issuance-cost accretion, tax adjustments and acquisition-related tax benefits, and equity-method losses and impairments. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Organic revenue growthNon-GAAP financial measure | Excludes acquisitions and incremental US A2P carrier fees until the first full quarter after their first anniversary, with a first-day-of-quarter exception; removes divested-business revenue from the closing quarter, with a last-day exception. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flowNon-GAAP financial measure | Operating cash flow less capitalized software development and purchases of long-lived assets. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Dollar-based net expansionOperating KPI | Current-quarter revenue from the year-earlier active-account cohort divided by that cohort’s prior-year-quarter revenue; active accounts have at least $5 revenue in the quarter’s last month. Longer periods average quarterly rates, subject to disclosed acquisition and divestiture inclusion timing. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Reviewed the latest-period filing and associated earnings release for operating definitions and the gross-profit, operating-income, net-income/EPS, EBITDA and cash-flow families. Only explicitly defined measures are included; absence does not imply a standardized definition.