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Buybacks for Twilio (TWLO)

TTM repurchases $995.71M · 5Y diluted share change +8.9% · SBC coverage 1.67×.

Analysis
Capital Return

Buyback yield (TTM)

5.19%

Shareholder yield (TTM)

5.19%

5Y share count change

8.9%

Buyback spend (TTM)

$995.71M

Key takeaways

  • Twilio (TWLO) repurchased about $995.71M of stock over the trailing twelve months.
  • Diluted share count is up 8.9% over the last ~5 fiscal years — equity issuance and stock-based compensation are outpacing repurchases.
  • TTM buyback ÷ stock-based-comp ratio of 1.67× — repurchases more than cover SBC dilution.
  • TTM repurchases used about 101% of free cash flow remaining after dividends.

Dividend & buyback yield over time for Twilio (TWLO)

Stacked annual yields — buyback yield (TTM cash repurchases ÷ market cap) plus dividend yield from the same fiscal-year-end key-metrics period — show how total cash return per dollar of equity has evolved.

Diluted vs basic shares (annual) for Twilio (TWLO)

Diluted weighted-average shares are the EPS denominator — a falling count means buybacks are outpacing SBC dilution.

Year-over-year change in diluted shares for Twilio (TWLO)

Green is fewer shares vs the prior fiscal year (net repurchase); red is growth (dilution). The earliest year shown has no prior year to compare.

Cash buyback spend over time for Twilio (TWLO)

Latest: $868.94M

Overview

2025's annual buyback spend for Twilio (TWLO) came in at $868.94M – plunged 62.8% year-over-year.

Looking at the 2015–2025 (10 years) stretch, Twilio buyback spend compounded at +45.2% per year, with mixed annual results across the window.

Twilio buyback spend plunged from $2.33B in 2024 to $868.94M in 2025, a 62.8% drawdown.

$2.33B stands as the all-time-high annual buyback spend, posted in 2024, against a low of $0.00 during 2018.

Twilio Buyback Spend 2025: $868.94M

2025's buyback spend for Twilio came in at $868.94M, plunged 62.8% below 2024.

Twilio Buyback Spend 2024: $2.33B

Twilio posted buyback spend of $2.33B in 2024, surged 249.1% from 2023. This figure represents the highest annual value in the available history.

Twilio Buyback Spend 2023: $668.75M

Twilio buyback spend in 2023 was $668.75M.

Twilio Buyback Spend 2022: $0.00

Twilio buyback spend in 2022 was $0.00.

Twilio Buyback Spend 2021: $0.00

Twilio buyback spend in 2021 was $0.00.

See more financial history for Twilio (TWLO).

Buyback, SBC & dilution history

Buyback spend, SBC, net dilution effect, and share count.

  • 2025$868.94M
  • 2024$2.33B
  • 2023$668.75M
  • 2022$0.00
  • 2021$0.00
  • 2020$0.00
  • 2019$0.00
  • 2018$0.00
  • 2017$100.00K
  • 2016$2.00K
  • 2015$20.81M
  • 2014$4.00K
  • 2013$5.07M

Buybacks vs stock-based compensation for Twilio (TWLO)

Annual cash repurchases set against stock-based compensation. Coverage above 1× means buybacks fully offset the equity dilution from SBC. TTM coverage: 1.67×.

Buybacks vs dividends (share of cash returned) for Twilio (TWLO)

How Twilio splits cash returned to shareholders between dividends and buybacks.

Sector peers by buyback spend

Companies in the same sector as Twilio, ranked by their latest buyback spend.

Buyback capacity (TTM)

Free cash flow minus dividends paid versus actual TTM repurchases — the headroom bar shows how much of post-dividend FCF is still being deployed elsewhere.

TTM buybacks vs headroom (FCF − dividends, TTM)100% of headroom

Headroom $987.02M (TTM FCF − TTM dividends, clamped at zero).

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