Twilio TWLO
Application Software B2B SaaS DevOps/Dev Tools Infrastructure Software PLG Cloud-based Software High Growth Tech

Twilio trades at 4.9x EV/NTM revenue on a $30.22B enterprise value. Revenue grew 19.9% year over year to $1.56B in the quarter ending September 2026, an annual run rate of $6.24B. Twilio reports net dollar retention of 114%, a 48.8% gross margin, and 20.7-month CAC payback.

ARR ($M)
6238
Net Dollar Retention
114%
ARR Growth
19.9%
EV / NTM Revenue
4.9x
Payback Period
20.7
EV / Run Rate
4.8x
Price & Key Metrics
Price Performance
Company Details
Share Price: 207.6
Last Filing Date: 2026-09-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2008
IPO Year: 2016
% of 52 wk High: 69%
Description
Twilio is a cloud communications platform as a service (CPaaS) that allows software developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs.
Categories
Application Software B2B SaaS DevOps/Dev Tools Infrastructure Software PLG Cloud-based Software High Growth Tech
Valuation
Market Cap: 32,122.785
Enterprise Value: 30,224.92
EV / Revenue Run Rate: 4.8x
EV / NTM Revenue: 4.9x
EV / 2026 Revenue Estimates: 5.2x
EV / 2027 Revenue Estimates: 4.8x
EV / 2028 Revenue Estimates: 4.2x
Key Business Metrics
Net Dollar Retention: 114%
Customers: --
ARR: 6,238
ARR Growth %: 20%
ARR/Customer ($K): --
ARR/Employee ($K): 1,108
Revenue
Revenue Run Rate: 6,238
ARR: 6,238
2026 Revenue Estimates: 5,807
2027 Revenue Estimates: 6,362
2028 Revenue Estimates: 7,176
LTM Revenue: 5,831
Last Year Run Rate: 5,201
Growth
Revenue Growth: 20%
ARR Growth: 20%
Growth Persistence: 135%
2026 Revenue Growth Estimates: 16%
2027 Revenue Growth Estimates: 10%
2028 Revenue Growth Estimates: 13%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Twilio growing?

Twilio grew revenue 19.9% year over year, reaching $1.56B in the quarter ending September 2026.

What multiple does Twilio trade at?

Twilio trades at 4.9x EV/NTM revenue and 4.8x EV/run-rate, on an enterprise value of $30.22B.

Is Twilio profitable?

For Twilio, operating income was $148.6M last quarter and LTM free cash flow margin is 19.0%.

What is Twilio's net dollar retention?

Twilio reports net dollar retention of 114%, measuring revenue expansion within its existing customer base.

How long does it take Twilio to pay back CAC?

Twilio recovers customer acquisition cost in about 20.7 months.

What sector is Twilio in?

Public Comps classifies Twilio under Application Software, B2B SaaS, DevOps/Dev Tools, Infrastructure Software, PLG, Cloud-based Software, and High Growth Tech.

Where does Public Comps get Twilio's data?

Figures come from Twilio's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.