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Sankey diagram of Twilio Inc.. A complete text table follows the diagram.
The communications cloud is primarily metered infrastructure, supplemented by subscription products for email delivery, customer data, and engagement workflows.
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Usage and subscription dollar amounts are editorial estimates based on rounded filing percentages. Geographic amounts and total revenue are reported exactly.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| United States customers | 1 | $899M | 64% of company revenue |
| International customers | 1 | $508M | 36% of company revenue |
| Twilio revenue | 2 | $1.4B | Cloud communications platform |
| Usage-based fees | 3 | $1.1B | Messages, voice minutes and API traffic |
| Subscription and other fees | 3 | $352M | Email, Segment and engagement software |
| From | To | Value |
|---|---|---|
| United States customers | Twilio revenue | $899M |
| International customers | Twilio revenue | $508M |
| Twilio revenue | Usage-based fees | $1.1B |
| Twilio revenue | Subscription and other fees | $352M |