Twilio Inc (TWLO)
Net profit margin
| Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 20,244 | -34,037 | -109,403 | -462,341 | -594,322 | -728,651 | -1,015,441 | -879,455 | -1,220,075 | -1,376,657 | -1,256,145 | -1,318,119 | -1,059,901 | -964,985 | -949,900 | -837,855 | -730,660 | -602,730 | -490,979 | -401,875 |
| Revenue (ttm) | US$ in thousands | 4,729,370 | 4,583,450 | 4,458,040 | 4,339,150 | 4,239,170 | 4,194,430 | 4,153,940 | 4,102,560 | 4,051,920 | 3,957,514 | 3,826,317 | 3,644,491 | 3,401,637 | 3,127,214 | 2,841,839 | 2,547,185 | 2,254,978 | 1,986,896 | 1,761,776 | 1,544,910 |
| Net profit margin | 0.43% | -0.74% | -2.45% | -10.66% | -14.02% | -17.37% | -24.45% | -21.44% | -30.11% | -34.79% | -32.83% | -36.17% | -31.16% | -30.86% | -33.43% | -32.89% | -32.40% | -30.34% | -27.87% | -26.01% |
June 30, 2025 calculation
Net profit margin = Net income (ttm) ÷ Revenue (ttm)
= $20,244K ÷ $4,729,370K
= 0.43%
The analysis of Twilio Inc.'s net profit margin over the provided period indicates a persistent negative trend, reflecting ongoing challenges in achieving profitability. Starting from September 30, 2020, with a net profit margin of -26.01%, the company experienced a gradual deterioration, reaching a low of -36.17% as of September 30, 2022. Throughout this period, Twilio consistently operated at a loss, with margins fluctuating slightly but remaining significantly negative.
Post-September 2022, there was a noticeable, albeit gradual, improvement in the company's profitability trajectory. By March 31, 2023, the margin had slightly decreased to -34.79%, and subsequent quarters showed continued progress, with margins moving toward break-even levels. The data indicates a positive trend beginning in the latter half of 2023, culminating in a marginally positive net profit margin of 0.43% as of June 30, 2025.
Overall, this trajectory suggests that Twilio has been making incremental improvements in controlling costs, increasing revenues, or both, which are gradually translating into profitability. The transition from sustained losses to achieving near break-even status demonstrates a significant strategic shift toward operational efficiency and financial stability. However, the proximity to net-zero margins also indicates that continued focus on margin expansion and cost management remains essential for sustainable profitability.
Peer comparison
Jun 30, 2025