Market cap
$36.5bn
Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.
Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.
Our revenue is primarily derived from usage-based fees, which can lead to variability in our results of operations and at times create differences between our forecasts and actual results. Our gross margin is also impacted by the mix of U.S. messaging termination compared to international messaging termination, as international messaging has lower gross margins. The increased fees do not impact our gross profit, but they create a headwind to our gross margins. The following table summarizes our year-over-year revenue growth and DBNE for the three months ended June 30, 2026 and 2025. …TWILIO INC, 10-Q, period ended 2026-06-30, filed 2026-08-07