Twilio Inc
Statements
Segments
US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Twilio Inc (TWLO). It shows which part of the business is growing — and which one is holding it back.
Revenue by business segment
| Segment | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Twilio Communications | $2.64B 92.9% | $3.55B 92.8% · +34.4% | $3.86B 92.9% · +8.7% | $4.16B 93.3% · +7.8% |
| Segment | $201.0M 7.1% | $276.2M 7.2% · +37.5% | $295.3M 7.1% · +6.9% | $297.7M 6.7% · +0.8% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
| Segment | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Twilio Communications | $276.5M 10.5% | – | – | – |
| Segment | -$13.0M -6.5% | – | – | – |
Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.
Revenue by region
| Segment | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| United States | $1.28B 72.8% | $1.93B 67.8% · +50.3% | $2.51B 65.6% · +30.3% | $2.76B 66.4% · +9.8% | $2.90B 65.0% · +5.1% | $3.25B 64.1% · +12.0% |
| International | $479.6M 27.2% | $914.5M 32.2% · +90.7% | $1.32B 34.4% · +43.9% | $1.40B 33.6% · +6.1% | $1.56B 35.0% · +11.7% | $1.82B 35.9% · +16.7% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Revenue by product line
| Segment | 2023 | 2024 | 2025 |
|---|---|---|---|
| Messaging | $2.25B 54.2% | $2.44B 54.6% · +8.2% | $2.88B 56.8% · +18.2% |
| Other | $655.5M 15.8% | $693.5M 15.6% · +5.8% | $746.5M 14.7% · +7.6% |
| Voice | $511.7M 12.3% | $543.1M 12.2% · +6.1% | $615.7M 12.1% · +13.4% |
| $440.2M 10.6% | $488.3M 11.0% · +10.9% | $523.5M 10.3% · +7.2% | |
| Segment | $295.3M 7.1% | $297.7M 6.7% · +0.8% | $303.3M 6.0% · +1.9% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.
Data as of: August 7, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.