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Dollar-Based Net Expansion Rate
Measures revenue growth from existing customers over a period, indicating customer satisfaction and the company’s ability to upsell or cross-sell its services.Twilio’s DBNR has clearly bottomed and returned above the critical 100 mark, reflecting renewed upsell and multi‑product penetration (Voice/Voice AI, Verify, software add‑ons) and support from larger deal momentum that management highlighted; that improves revenue quality and makes guidance and buybacks more credible. However, growth is still usage‑driven and can fluctuate, and carrier A2P fee increases plus a messaging‑heavy mix will pressure margins even as expansion recovers—watch sustained multi‑product adoption and large‑deal renewals to validate durability.
Date | Dollar-Based Net Expansion Rate |
|---|---|
Jun 30, 2026 | 116.00 |
Mar 31, 2026 | 114.00 |
Dec 31, 2025 | 109.00 |
Sep 30, 2025 | 109.00 |
Jun 30, 2025 | 108.00 |
Mar 31, 2025 | 107.00 |
Dec 31, 2024 | 106.00 |
Sep 30, 2024 | 105.00 |
Jun 30, 2024 | 102.00 |
Mar 31, 2024 | 102.00 |