TWLOTwilio

Technology · Software · NYSE

TWLO and 9 peers, year by year

The 9 Technology companies closest to TWLO in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
TWLO Twilio	FY2025	$5.1B	+13.7%	48.9%	3.1%	0.7%	-	0.4%	0.13
CIEN Ciena	FY2025	$4.8B	+18.8%	42.0%	4.1%	2.6%	13.9%	4.5%	0.56
MCHP Microchip Technology	FY2026	$4.7B	+7.1%	57.7%	10.4%	4.9%	18.5%	3.6%	0.85
CDNS Cadence Design Systems	FY2025	$5.3B	+14.1%	-	28.2%	20.9%	30.0%	20.3%	0.45
ZBRA Zebra Technologies	FY2025	$5.4B	+8.3%	48.1%	13.0%	7.8%	15.4%	11.7%	0.70
Q Qnity Electronics	FY2025	$4.8B	+9.7%	-	-	14.6%	20.8%	9.8%	0.58
CRWD CrowdStrike	FY2026	$4.8B	+21.7%	74.7%	−6.1%	−3.4%	27.2%	−3.7%	0.17
ON ON Semiconductor	FY2025	$6.0B	−15.3%	33.1%	1.4%	2.0%	23.7%	1.6%	0.39
GEN Gen Digital	FY2026	$5.0B	+27.1%	78.5%	42.4%	19.5%	30.5%	37.3%	3.14
IT Gartner	FY2025	$6.5B	+3.7%	68.8%	15.8%	11.2%	-	n/m	9.32

Revenuepeer median $5.0B

Sales growthpeer median +9.7%

Gross marginpeer median 57.7%

Operating marginpeer median 11.7%

Net marginpeer median 7.8%

FCF marginpeer median 22.2%

Return on equitypeer median 7.1%

Debt / equitypeer median 0.58

IT 9.32
GEN 3.14
MCHP 0.85
ZBRA 0.70
Q 0.58
CIEN 0.56
CDNS 0.45
ON 0.39
CRWD 0.17
TWLO 0.13

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2016 to FY2025

Revenue as reported in the 10-K.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	$277.3M	$399.0M	$650.1M	$1.1B	$1.8B	$2.8B	$3.8B	$4.2B	$4.5B	$5.1B
CIEN Nov	-	$2.8B	$3.1B	$3.6B	$3.5B	$3.6B	$3.6B	$4.4B	$4.0B	$4.8B
MCHP Mar	$2.2B	$3.4B	$4.0B	$5.3B	$5.3B	$5.4B	$6.8B	$8.4B	$7.6B	$4.4B
CDNS Dec	$1.8B	$1.9B	$2.1B	$2.3B	$2.7B	$3.0B	$3.6B	$4.1B	$4.6B	$5.3B
ZBRA Dec	$3.6B	$3.7B	$4.2B	$4.5B	$4.4B	$5.6B	$5.8B	$4.6B	$5.0B	$5.4B
Q Dec	-	-	-	-	-	-	-	$4.0B	$4.3B	$4.8B
CRWD Jan	-	-	$118.8M	$249.8M	$481.4M	$874.4M	$2.2B	$3.1B	$4.0B	-
ON Dec	$3.9B	$5.5B	$5.9B	$5.5B	$5.3B	$6.7B	$8.3B	$8.3B	$7.1B	$6.0B
GEN Apr	$3.6B	$4.0B	$2.6B	$2.5B	$2.5B	$2.6B	$2.8B	$3.3B	$3.8B	$3.9B
IT Dec	$2.4B	$3.3B	$4.0B	$4.2B	$4.1B	$4.7B	$5.5B	$5.9B	$6.3B	$6.5B
Peer median	$3.0B	$3.4B	$3.5B	$3.9B	$3.8B	$4.2B	$4.6B	$4.4B	$4.6B	$5.0B

Sales growth, FY2016 to FY2025

Revenue against the fiscal year before.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	+66.1%	+43.9%	+62.9%	+74.5%	+55.3%	+61.3%	+34.6%	+8.6%	+7.3%	+13.7%
CIEN Nov	-	-	+10.4%	+15.4%	−1.1%	+2.5%	+0.3%	+20.8%	−8.5%	+18.8%
MCHP Mar	-	+56.8%	+16.8%	+34.4%	−1.4%	+3.1%	+25.4%	+23.7%	−9.5%	−42.3%
CDNS Dec	+6.7%	+7.0%	+10.0%	+9.3%	+14.8%	+11.4%	+19.2%	+14.8%	+13.5%	+14.1%
ZBRA Dec	−2.1%	+4.1%	+13.3%	+6.3%	−0.8%	+26.5%	+2.7%	−20.7%	+8.7%	+8.3%
Q Dec	-	-	-	-	-	-	-	-	+7.4%	+9.7%
CRWD Jan	-	-	-	+110%	+92.7%	+81.6%	+54.4%	+36.3%	+29.4%	-
ON Dec	+11.8%	+41.9%	+6.0%	−6.1%	−4.8%	+28.3%	+23.5%	−0.9%	−14.2%	−15.3%
GEN Apr	-	+11.6%	+20.3%	−4.0%	+1.4%	+2.4%	+9.6%	+19.4%	+14.6%	+3.6%
IT Dec	+13.0%	+35.5%	+20.1%	+6.8%	−3.4%	+15.5%	+15.7%	+7.9%	+6.1%	+3.7%
Peer median	+9.2%	+23.6%	+13.3%	+8.0%	−1.0%	+13.4%	+17.4%	+17.1%	+7.4%	+6.0%

Gross margin, FY2016 to FY2025

Gross profit / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	56.5%	54.2%	53.7%	53.7%	52.0%	48.9%	47.4%	49.2%	51.1%	48.9%
CIEN Nov	-	44.5%	42.5%	43.2%	46.8%	47.6%	43.0%	42.8%	42.8%	42.0%
MCHP Mar	55.5%	51.6%	60.8%	54.8%	61.5%	62.1%	65.2%	67.5%	65.4%	56.1%
CDNS Dec	-	-	-	-	-	-	-	-	-	-
ZBRA Dec	45.9%	45.9%	47.0%	46.8%	45.0%	46.7%	45.4%	46.3%	48.4%	48.1%
Q Dec	-	-	-	-	-	-	-	-	-	-
CRWD Jan	-	-	54.1%	65.1%	70.6%	73.7%	73.2%	75.2%	75.0%	-
ON Dec	33.3%	36.7%	38.1%	35.8%	32.7%	40.3%	49.0%	47.1%	45.4%	33.1%
GEN Apr	82.9%	78.8%	81.9%	81.5%	84.2%	85.8%	85.4%	82.2%	80.8%	80.3%
IT Dec	-	-	-	-	-	-	69.7%	68.3%	68.3%	68.8%
Peer median	50.7%	45.9%	50.5%	50.8%	54.1%	54.8%	65.2%	67.5%	65.4%	52.1%

Operating margin, FY2016 to FY2025

Operating income / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−14.9%	−16.6%	−17.7%	−32.6%	−28.0%	−32.2%	−31.5%	−21.1%	−1.2%	3.1%
CIEN Nov	-	7.7%	7.4%	9.7%	13.8%	13.7%	6.1%	8.2%	4.1%	4.1%
MCHP Mar	16.2%	8.1%	23.5%	13.4%	12.3%	18.4%	27.1%	36.9%	33.7%	6.7%
CDNS Dec	13.5%	16.7%	18.5%	21.1%	24.1%	26.1%	30.1%	30.6%	29.1%	28.2%
ZBRA Dec	2.2%	8.7%	14.5%	15.4%	14.6%	17.4%	9.2%	10.5%	14.9%	13.0%
Q Dec	-	-	-	-	-	-	-	-	-	-
CRWD Jan	-	-	−110.7%	−54.8%	−30.3%	−10.6%	−8.5%	−0.6%	−2.9%	-
ON Dec	6.3%	12.3%	14.4%	7.8%	6.6%	19.1%	28.3%	30.8%	25.0%	1.4%
GEN Apr	12.7%	−2.5%	−6.0%	6.4%	14.3%	35.1%	35.9%	36.4%	29.2%	40.9%
IT Dec	12.5%	−0.2%	6.5%	8.7%	12.0%	19.3%	20.1%	20.9%	18.4%	15.8%
Peer median	12.6%	8.1%	10.9%	9.2%	13.0%	18.7%	23.6%	25.8%	21.7%	13.0%

Net margin, FY2016 to FY2025

Net income / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−14.9%	−16.0%	−18.8%	−27.1%	−27.9%	−33.4%	−32.8%	−24.4%	−2.5%	0.7%
CIEN Nov	-	45.0%	−11.1%	7.1%	10.2%	13.8%	4.2%	5.8%	2.1%	2.6%
MCHP Mar	14.9%	4.8%	6.4%	6.7%	10.8%	6.4%	18.8%	26.5%	25.0%	0.0%
CDNS Dec	11.2%	10.5%	16.2%	42.3%	22.0%	23.3%	23.8%	25.5%	22.7%	20.9%
ZBRA Dec	−3.8%	0.5%	10.0%	12.1%	11.3%	14.9%	8.0%	6.5%	10.6%	7.8%
Q Dec	-	-	-	-	-	-	-	12.6%	16.0%	14.6%
CRWD Jan	-	-	−114.1%	−56.1%	−29.5%	−10.6%	−8.2%	2.4%	−0.4%	-
ON Dec	4.7%	14.6%	10.7%	3.8%	4.5%	15.0%	22.8%	26.5%	22.2%	2.0%
GEN Apr	69.1%	−2.6%	44.5%	1.3%	156.1%	21.7%	29.9%	40.2%	16.0%	16.3%
IT Dec	7.9%	0.1%	3.1%	5.5%	6.5%	16.8%	14.8%	14.9%	20.0%	11.2%
Peer median	9.6%	4.8%	8.2%	6.1%	10.5%	14.9%	16.8%	14.9%	16.0%	9.5%

Free cash flow, FY2016 to FY2025

Cash from operations minus capital spending.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−$4.1M	−$12.5M	$2.9M	−$31.3M	$6.8M	−$104.2M	-	-	-	-
CIEN Nov	-	$140.3M	$161.6M	$350.6M	$411.0M	$462.1M	−$258.6M	$62.1M	$377.9M	$665.3M
MCHP Mar	$737.3M	$1.0B	$1.2B	$1.4B	$1.5B	$1.8B	$2.5B	$3.1B	$2.6B	$772.1M
CDNS Dec	$391.2M	$412.8M	$543.2M	$655.0M	$810.1M	$1.0B	$1.1B	$1.2B	$1.1B	$1.6B
ZBRA Dec	$303.0M	$428.0M	$721.0M	$624.0M	$895.0M	$1.0B	$413.0M	−$91.0M	$954.0M	$831.0M
Q Dec	-	-	-	-	-	-	-	$651.0M	$861.0M	$988.0M
CRWD Jan	-	-	−$81.7M	−$58.8M	$19.7M	$303.8M	$706.0M	$989.7M	$1.1B	-
ON Dec	$370.4M	$706.7M	$759.4M	$160.1M	$500.7M	$1.3B	$1.6B	$438.4M	$1.2B	$1.4B
GEN Apr	$530.0M	−$279.0M	$808.0M	$1.3B	−$950.0M	$700.0M	$968.0M	$751.0M	$2.0B	$1.2B
IT Dec	-	-	-	-	-	-	-	-	-	-
Peer median	$391.2M	$420.4M	$721.0M	$624.0M	$500.7M	$1.0B	$968.0M	$701.0M	$1.1B	$988.0M

FCF margin, FY2016 to FY2025

Free cash flow / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−1.5%	−3.1%	0.4%	−2.8%	0.4%	−3.7%	-	-	-	-
CIEN Nov	-	5.0%	5.2%	9.8%	11.6%	12.8%	−7.1%	1.4%	9.4%	13.9%
MCHP Mar	33.9%	30.8%	30.5%	27.0%	28.0%	33.5%	36.3%	37.1%	34.2%	17.5%
CDNS Dec	21.5%	21.2%	25.4%	28.0%	30.2%	34.7%	31.4%	30.5%	24.1%	30.0%
ZBRA Dec	8.5%	11.5%	17.1%	13.9%	20.1%	17.9%	7.1%	−2.0%	19.2%	15.4%
Q Dec	-	-	-	-	-	-	-	16.1%	19.9%	20.8%
CRWD Jan	-	-	−68.8%	−23.5%	4.1%	34.7%	31.5%	32.4%	28.5%	-
ON Dec	9.5%	12.7%	12.9%	2.9%	9.5%	19.8%	19.2%	5.3%	17.1%	23.7%
GEN Apr	14.7%	−6.9%	31.6%	52.4%	−38.2%	27.4%	34.6%	22.6%	53.8%	30.6%
IT Dec	-	-	-	-	-	-	-	-	-	-
Peer median	14.7%	12.1%	17.1%	13.9%	11.6%	27.4%	31.4%	19.4%	22.0%	20.8%

Return on equity, FY2016 to FY2025

Net income / shareholders' equity at the year end.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−12.5%	−17.7%	−27.8%	−7.2%	−5.8%	−8.6%	−11.9%	−10.4%	−1.4%	0.4%
CIEN Nov	-	59.1%	−17.9%	11.7%	14.4%	16.6%	5.6%	8.9%	3.0%	4.5%
MCHP Mar	n/m	5.0%	7.8%	6.7%	10.2%	6.5%	21.8%	34.4%	28.6%	0.0%
CDNS Dec	27.4%	20.6%	26.8%	47.0%	23.7%	25.4%	30.9%	30.6%	22.6%	20.3%
ZBRA Dec	−17.3%	2.0%	31.5%	29.6%	23.5%	28.0%	16.9%	9.7%	14.7%	11.7%
Q Dec	-	-	-	-	-	-	-	4.5%	6.5%	9.8%
CRWD Jan	-	-	n/m	n/m	−19.1%	−10.6%	−12.5%	3.1%	−0.5%	-
ON Dec	10.0%	29.2%	19.8%	6.4%	6.6%	22.0%	30.7%	28.1%	17.9%	1.6%
GEN Apr	67.7%	−3.0%	22.7%	0.5%	n/m	n/m	n/m	62.0%	28.4%	28.3%
IT Dec	n/m	0.3%	14.4%	24.9%	24.5%	n/m	n/m	129.7%	92.2%	n/m
Peer median	18.7%	5.0%	19.8%	11.7%	14.4%	19.3%	19.4%	28.1%	17.9%	9.8%

Debt / equity, FY2016 to FY2025

Total debt / shareholders' equity at the year end.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	-	-	0.00	-	0.04	0.09	0.09	0.10	0.12	0.13
CIEN Nov	-	0.18	0.36	0.32	0.27	0.22	0.39	0.55	0.55	0.56
MCHP Mar	n/m	0.90	0.94	1.95	1.70	1.67	1.30	0.99	0.90	0.80
CDNS Dec	-	-	-	-	-	-	-	-	-	0.45
ZBRA Dec	3.34	2.61	1.19	0.14	0.58	0.33	0.74	0.73	0.61	0.70
Q Dec	-	-	-	-	-	-	-	-	0.00	0.58
CRWD Jan	-	-	-	-	0.00	0.85	0.51	0.32	0.23	-
ON Dec	2.09	1.14	0.93	1.14	1.01	0.71	0.52	0.43	0.38	0.39
GEN Apr	0.60	2.35	1.00	0.78	n/m	n/m	n/m	4.54	4.02	3.64
IT Dec	11.41	3.33	2.68	2.33	1.81	6.64	10.81	3.61	1.81	9.32
Peer median	2.72	1.75	0.97	0.96	0.80	0.78	0.63	0.73	0.58	0.64

EPS (diluted), FY2016 to FY2025

Diluted earnings per share, on today's share count after splits.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
TWLO Dec	−$0.78	−$0.70	−$1.26	−$2.36	−$3.35	−$5.45	−$6.86	−$5.54	−$0.66	$0.21
CIEN Nov	-	$7.53	−$2.49	$1.61	$2.32	$3.19	$1.00	$1.71	$0.58	$0.85
MCHP Mar	$0.74	$0.35	$0.52	$0.71	$1.11	$0.65	$2.27	$4.02	$3.48	−$0.01
CDNS Dec	$0.70	$0.73	$1.23	$3.53	$2.11	$2.50	$3.09	$3.82	$3.85	$4.06
ZBRA Dec	−$2.65	$0.32	$7.76	$9.97	$9.35	$15.52	$8.80	$5.72	$10.18	$8.18
Q Dec	-	-	-	-	-	-	-	$2.42	$3.31	$3.30
CRWD Jan	-	-	−$3.38	−$3.12	−$0.96	−$0.43	−$0.79	$0.30	−$0.06	-
ON Dec	$0.43	$1.89	$1.44	$0.51	$0.56	$2.27	$4.25	$4.89	$3.63	$0.29
GEN Apr	$3.71	−$0.17	$1.70	$0.05	$6.05	$0.92	$1.41	$2.14	$0.95	$1.03
IT Dec	$2.31	$0.04	$1.33	$2.56	$2.96	$9.21	$9.96	$11.08	$16.00	$9.65
Peer median	$0.72	$0.35	$1.28	$1.16	$2.21	$2.38	$2.68	$3.82	$3.48	$2.17

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out TWLO and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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