analyticsCommunications
Data as of Q1 2026
Summary Verdict
TWLO: 5—BAND: 0wins
Rule of 40
22.7TWLO
-0.6BAND
check_circleTWLO leads
Revenue Growth
14.6%TWLO
0.9%BAND
check_circleTWLO leads
Gross Margin
49%TWLO
39%BAND
check_circleTWLO leads
FCF Margin
8.1%TWLO
-1.4%BAND
check_circleTWLO leads
Operating Margin
4.1%TWLO
-2.0%BAND
check_circleTWLO leads
NRR
—TWLO
—BAND
Metric
Rule of 40Efficiency score
TWLO
22.7check_circle
BAND
-0.6
Revenue GrowthYoY
TWLO
14.6%check_circle
BAND
0.9%
Gross Margin% of revenue
TWLO
49%check_circle
BAND
39%
FCF MarginFree cash flow
TWLO
8.1%check_circle
BAND
-1.4%
Operating MarginGAAP
TWLO
4.1%check_circle
BAND
-2.0%
NRRNet retention
TWLO
N/A
BAND
N/A
EV / RevenueValuation multiple
TWLO
6.8x
BAND
3.3xcheck_circle
Market CapUSD
TWLO
$34.3Bcheck_circle
BAND
$2.3B
ARR GrowthYoY
TWLO
N/A
BAND
N/A
CAC PaybackMonths to recover
TWLO
N/A
BAND
N/A
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insights
Analysis
As of Q1 2026, Twilio Inc. trades at 6.8x EV/Revenue versus Bandwidth Inc. at 3.3x. On the Rule of 40, Twilio Inc. scores 22.7 compared to Bandwidth Inc.'s -0.6, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs Bandwidth Inc. 39%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.