analyticsCommunications
Data as of Q1 2026
Summary Verdict
TWLO: 1—WEAV: 4wins
Rule of 40
22.7TWLO
28.8WEAV
check_circleWEAV leads
Revenue Growth
14.6%TWLO
19.9%WEAV
check_circleWEAV leads
Gross Margin
49%TWLO
101%WEAV
check_circleWEAV leads
FCF Margin
8.1%TWLO
8.9%WEAV
check_circleWEAV leads
Operating Margin
4.1%TWLO
-18.0%WEAV
check_circleTWLO leads
NRR
—TWLO
—WEAV
Metric
Rule of 40Efficiency score
TWLO
22.7
WEAV
28.8check_circle
Revenue GrowthYoY
TWLO
14.6%
WEAV
19.9%check_circle
Gross Margin% of revenue
TWLO
49%
WEAV
101%check_circle
FCF MarginFree cash flow
TWLO
8.1%
WEAV
8.9%check_circle
Operating MarginGAAP
TWLO
4.1%check_circle
WEAV
-18.0%
NRRNet retention
TWLO
N/A
WEAV
N/A
EV / RevenueValuation multiple
TWLO
N/A
WEAV
2.2x
Market CapUSD
TWLO
N/A
WEAV
$420.1M
ARR GrowthYoY
TWLO
N/A
WEAV
N/A
CAC PaybackMonths to recover
TWLO
N/A
WEAV
N/A
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Analysis
As of Q1 2026, Twilio Inc. trades at N/A EV/Revenue versus Weave Communications, Inc. at 2.2x. On the Rule of 40, Twilio Inc. scores 22.7 compared to Weave Communications, Inc.'s 28.8, placing Weave Communications, Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs Weave Communications, Inc. 101%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.