Numbers that matter for software and internet, which general screens compare wrongly. Some come from the 10-K's XBRL. The rest are quoted from the company's own filings, because there is no standard tag for them: the sentence is the source.
Annual recurring revenue
Subscription revenue running at a yearly rate.
Not stated in the latest 10-K, 10-Qs or earnings releases stored for TWLO.
Net revenue retention
114.0% 10-Q filed 2026-10-30How much last year's customers spend now, with upsells and churn.
“Dollar-Based Net Expansion Rate 114 % 109 %”
Read it in the filing ↗
Remaining performance obligations
$175.2M fiscal year to Dec 31, 2025Revenue already contracted but not yet recognized.
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| $154.2M | $154.5M | $144.0M | $182.3M | $175.2M |
XBRL: RevenueRemainingPerformanceObligation, 0001447669-26-000021
Work on TWLO in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/TWLO/export.csv") into a cell.