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

Twilio trades at 5.7x EV/NTM revenue on a $34.85B enterprise value. Revenue grew 22.0% year over year to $1.5B in the quarter ending June 2026, an annual run rate of $6.0B. Twilio reports net dollar retention of 116%, a 48.4% gross margin, and 19.9-month CAC payback.

ARR ($M)
5996
Net Dollar Retention
116%
ARR Growth
22.0%
EV / NTM Revenue
5.7x
Payback Period
19.9
EV / Run Rate
5.8x
Price & Key Metrics
Price Performance
Company Details
Share Price: 237.78
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2008
IPO Year: 2016
% of 52 wk High: 93%
Description
Twilio is a cloud communications platform as a service (CPaaS) that allows software developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs.
Categories
Application Software B2B SaaS DevOps/Dev Tools Infrastructure Software PLG Cloud-based Software High Growth Tech
Valuation
Market Cap: 36,517.116
Enterprise Value: 34,853.948
EV / Revenue Run Rate: 5.8x
EV / NTM Revenue: 5.7x
EV / 2026 Revenue Estimates: 6.0x
EV / 2027 Revenue Estimates: 5.5x
EV / 2028 Revenue Estimates: 4.9x
Key Business Metrics
Net Dollar Retention: 116%
Customers: --
ARR: 5,996
ARR Growth %: 22%
ARR/Customer ($K): --
ARR/Employee ($K): 1,091
Revenue
Revenue Run Rate: 5,996
ARR: 5,996
2026 Revenue Estimates: 5,807
2027 Revenue Estimates: 6,362
2028 Revenue Estimates: 7,176
LTM Revenue: 5,572
Last Year Run Rate: 4,913
Growth
Revenue Growth: 22%
ARR Growth: 22%
Growth Persistence: 163%
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 22.0% year over year, reaching $1.5B in the quarter ending June 2026.

What multiple does Twilio trade at?

Twilio trades at 5.7x EV/NTM revenue and 5.8x EV/run-rate, on an enterprise value of $34.85B.

Is Twilio profitable?

For Twilio, operating income was $84.5M last quarter and LTM free cash flow margin is 17.7%.

What is Twilio's net dollar retention?

Twilio reports net dollar retention of 116%, 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 19.9 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.