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Twilio Inc.

Cloud communicationsFounded 2008
Reviewed by Swet Parvadiya
Company data updated: October 2026
Independent Editorial Analysis
12 historical events · Editorial analysis

Twilio Company Profile: Revenue, Business Model & Strategy

Research depth: 12 milestones · 9 FAQs

Twilio reported FY2025 revenue of $5.067 billion and net income of $33.8 million. In Q2 2026 revenue rose 22% to $1.50 billion. Khozema Shipchandler is CEO, and Twilio had 5,492 employees as of June 30, 2026.

How Twilio makes money: Twilio makes most of its money from usage-based fees: customers pay per message, per voice minute, per email, or per verification sent through its APIs, so revenue rises with their traffic.

Revenue & employeesCEO historyFoundersBusiness model
Annual Revenue (FY2025)$5.1B
Employees5,492
CEOKhozema Shipchandler
Founded2008
IndustryCloud Computing
By Swet ParvadiyaLast reviewed:
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Data sources: annual reports, SEC filings, methodology
Industry:Cloud communications

Twilio Inc. key figures

Twilio Inc. had revenue of $5.1B for fiscal year 2025, up 13.7% from FY2024. Net income was $33.8M, a net margin of 0.7%.

Source: TWILIO INC. annual report (Form 10-K, SEC EDGAR, filed 2026-02-24) · Last reviewed October 2026

Revenue growth, FY2016 to FY2025
+38.1% a year
Compound annual rate, $277.3M to $5.1B
Peak revenue year
FY2025
The latest annual year is the highest in this series
Revenue per employee
$922,655
FY2025 revenue divided by 5,492 employees; headcount may use another date
Current chief executive
Khozema Shipchandler
In the role since 2024 (2 years)
Documented transactions
4
Between 2019 and 2025
Founded
2008
18 years ago
Where was Twilio founded?
Twilio was founded in Seattle, Washington, United States in 2008. en.wikipedia.org
When did Twilio start?
Twilio was founded in 2008.
How old is Twilio?
Twilio is 18 years old as of 2026.
In-Depth Analysis
182 words · 1 min read

Twilio was founded in 2008 by Jeff Lawson, Evan Cooke, and John Wolthuis to let software developers send calls and text messages without negotiating with telecom carriers. A few lines of code against Twilio's API replaced carrier contracts and telephony hardware.

Developer-First Growth

Twilio marketed to engineers rather than executives, offering free trial credit and detailed documentation. Developers built prototypes, then brought Twilio into their employers. Ride-hailing, delivery, and messaging apps became large early customers.

Acquisitions and Expansion

After its 2016 NYSE IPO, Twilio added email with SendGrid in 2019 and customer data with Segment in 2020, aiming to move beyond low-margin message routing.

Restructuring

Revenue grew quickly through the pandemic, but losses topped $1 billion in 2022 and 2023. Twilio cut staff, faced activist investor pressure, and Jeff Lawson stepped down as CEO in January 2024. Khozema Shipchandler took over and focused on profitability.

2025-2026

Twilio posted its first full-year GAAP profit in 2025 on $5.067 billion of revenue, bought identity company Stytch, and grew Q2 2026 revenue 22% to $1.50 billion as AI agents drove more voice and messaging traffic.

Table of Contents

Twilio Inc. Key Facts

CompanyTwilio Inc.
Annual revenue change+13.7% (FY2024–FY2025)
Financials$5.1B (FY2025, last reviewed October 2026)
Market Cap$37.8B
FY2025 net income$33.8M
Last reviewedBy Swet Parvadiya, Founder & Editor - October 2026
Founded2008
Founder(s)Jeff Lawson, Evan Cooke, John Wolthuis
CEOKhozema Shipchandler
HeadquartersSan Francisco, California, United States
IndustryCloud communications
Employees5,492+

Twilio Company Profile: Revenue, Business Model & Strategy

"Twilio spent 2022 and 2023 cutting staff and losing more than $1 billion a year. By 2026 it was profitable, generating record free cash flow, and growing more than 20% again as AI agents began making calls and sending messages through its APIs."

Why Twilio Inc. Wins

Twilio wins when developers and enterprises value reliable, programmable communications more than the cheapest possible message route.

Twilio Inc. operates in a competitive market alongside Salesforce, Inc., Amazon.com, Inc., Microsoft Corporation. Analysts frequently compare Twilio Inc. and Salesforce, Inc. due to their overlapping products, target markets, and strategic positioning.

Twilio reported FY2025 revenue of $5.067 billion and net income of $33.8 million. In Q2 2026 revenue rose 22% to $1.50 billion. Khozema Shipchandler is CEO, and Twilio had 5,492 employees as of June 30, 2026.

Revenue

$5.1B

Founded

2008

Employees

5K+

Market Cap

$37.8B

Author: CorpDigest Research DeskCompany Research

Explore Twilio In Depth

Detailed research across every dimension of Twilio — history, financials, leadership, and strategy.

Company History

Twilio reported FY2025 revenue of $5.067 billion and net income of $33.8 million, then grew Q2 2026 revenue 22% to $1.50 billion. Khozema Shipchandler is CEO, and the company had 5,492 employees as of June 30, 2026.

Full Twilio history →

Revenue & Financials

Twilio had $5.1B in revenue for fiscal year 2025. Data covers 10 fiscal years. Market capitalization stands at approximately $38B.

Twilio financials →

Founders

Twilio was founded by Jeff Lawson, Evan Cooke, John Wolthuis in 2008 in Seattle, Washington, United States. Explore each founder's background, motivations, and their role in building the company.

Twilio founders →

CEO & Leadership

Twilio is currently led by Khozema Shipchandler. Explore the full CEO history — leadership transitions, tenures, and the strategic decisions of each chief executive.

Twilio CEO history →

Business Model

Twilio makes most of its money from usage-based fees: customers pay per message, per voice minute, per email, or per verification sent through its APIs, so revenue rises with their traffic.

How Twilio makes money →

Acquisitions

Twilio has completed 4 documented acquisitions. Explore the full acquisition history and strategic rationale behind each deal.

Twilio acquisitions →

Competitive Strategy

Twilio is positioning itself as communications and identity infrastructure for AI agents. Its plan combines usage growth in messaging and voice, cross-selling Segment customer data, Flex, and Verify to existing…

Twilio strategy →

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CorpDigest Research Desk

 Research Profile

Our analysts compile business strategy profiles from public financial filings, press releases, and analyst reports. Each profile is reviewed for accuracy before publication by our editorial desk and updated on a rolling basis.

About the Author →Our Methodology →

Frequently Asked Questions About Twilio

What is Twilio?

Twilio Inc. (NYSE: TWLO) is a San Francisco-based customer engagement platform that lets developers add messaging, voice, email, verification, identity, and customer-data features to their software through APIs. It reported FY2025 revenue of $5.067 billion.

How does Twilio make money?

Mostly from usage fees charged per message, voice minute, email, or verification sent through its APIs. Messaging generated $2.878 billion of FY2025 revenue. Twilio also sells subscriptions and committed contracts for Segment, Flex, and other software.

Who is the CEO of Twilio?

Khozema Shipchandler has been CEO since January 2024, succeeding co-founder Jeff Lawson. He joined Twilio in 2018 as chief financial officer after a long career at General Electric and later served as president and chief operating officer.

Who owns Twilio?

Twilio is a publicly traded company listed on the NYSE, so it is owned by its shareholders, mostly institutional investors such as index and mutual funds. No single owner controls it. Its market capitalization was about $37.8 billion in mid-September 2026.

Who are Twilio's competitors?

Twilio competes with CPaaS providers Sinch, Infobip, Bandwidth, Vonage, and Bird, cloud services such as Amazon Web Services, and customer-engagement and contact-center vendors including Salesforce, Microsoft, Genesys, and NICE.

Is Twilio profitable?

Yes. Twilio reported FY2025 net income of $33.8 million, its first full-year GAAP profit, after a $1.256 billion loss in 2022. In Q2 2026 it reported GAAP operating income of $84.5 million and free cash flow of $352.6 million.

How many employees does Twilio have?

Twilio had 5,492 employees as of June 30, 2026, down from 5,587 at the end of 2025.

Who founded Twilio?

Jeff Lawson, Evan Cooke, and John Wolthuis founded Twilio in 2008. Lawson served as CEO until January 2024.

What does Twilio actually do?

Twilio provides the invisible backend infrastructure (APIs) that allows massively popular apps like Uber, Airbnb, and WhatsApp to instantly send you automated text messages, emails, and voice calls.

Analysis: How Twilio Inc. Makes Money

Deep dive into the Twilio Inc. business model, revenue streams, and strategic moats in 2026.

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    Financial data on this page is sourced from SEC EDGAR filings, official earnings releases, and verified press statements. Revenue figures are reviewed and updated periodically. Read our full data methodology ->

    Primary source: www.sec.gov/Archives/edgar/data/1447669/000144766926000021/t

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    This corporate intelligence report on Twilio Inc. compiles data from verified filings. Explore more detailed brand histories and company histories in the global Cloud communications marketplace.

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    Editorial Methodology

    Company Research

    We use company filings, annual reports, company statements and press reports, with primary sources preferred where available. Each financial row shows its recorded source. Full-year figures are separated from annualized run-rates, partial periods and forecasts; unaudited figures carry a label. Source detail varies by company, so check the linked material when the reporting basis matters.

    1. Primary Sources

    Public companies may provide filings and annual reports. Private-company figures may come from statements or press coverage. A missing figure stays missing, and a source link should identify where its number came from.

    2. Expert Curation

    We organize company records and review claims for strategic context, source quality and clarity. Pages show a review date where one is recorded.

    3. Multi-Pass Audit

    Technical checks flag inconsistent figures and missing links. Editorial review of the underlying source remains necessary for claims those checks cannot verify.

    Swet Parvadiya
    SEC filings & public records methodology
    Sourced from public financial records

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    History & FailuresTimeline, setbacks, and key milestonesBusiness ModelHow they make money and market productsFinancialsRevenue history and fiscal metricsCompetitive StrategyRivals, benchmarks, and SWOT analysis

    Sources & References

    The data and narrative synthesized in this intelligence report were verified against primary sources:

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    Content is for informational purposes only. Not financial advice. Data sourced from SEC filings, annual reports, and public records. See our full disclaimer and methodology.