Assertion Supported AI assessment confidence: 90% certainty 4/5 debate potential 1/5

D'Onofrio: Twilio averaged over 60% annual revenue growth since IPO

Mary D'Onofrio · The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community · Mar 14, 2021 · at 30:24

Mary D'Onofrio of Bessemer Venture Partners highlights Twilio outperforming consensus deceleration forecasts after its IPO.

0:00 / 0:05exact quote · 5.6s

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“And instead, Twilio has grown an average of over 60% since IPO with more growth runway to come.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

Since its 2016 IPO, Twilio has grown at an average rate of over 60% annually.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

According to Twilio's SEC Form 10-K filings, annual revenue grew from $166.92 million in FY2015 to $1.762 billion in FY2020. Measured from the pre-IPO baseline year (FY2015) through FY2020, Twilio achieved a Compound Annual Growth Rate (CAGR) of 60.25% and an arithmetic average annual growth rate of 60.55%, confirming the claim of growing at an average rate of over 60% since its June 2016 IPO. Even if measured strictly from the FY2016 IPO year through FY2020, the CAGR was 58.73% and the arithmetic average was 59.16%, substantially aligning with the rounded figure.

Twilio Form 10-K filings show annual revenue of $166.92M (FY2015), $277.34M (FY2016), $399.02M (FY2017), $650.07M (FY2018), $1.134B (FY2019), and $1.762B (FY2020).
Measuring from the pre-IPO base year (FY2015 to FY2020) yields a CAGR of 60.25% and an average annual growth rate of 60.55% across 5 years.
Measuring post-IPO fiscal years (FY2016 to FY2020) yields a CAGR of 58.73% and an arithmetic average annual growth rate of 59.16%.

Checked against

[1] stocktitan.net [2] sec.gov [3] sec.gov [4] twilio.com [5] twilio.com

"twlo-20201231" "Revenue" "in thousands" "Consolidated Statements of Operations" "Twilio" 10-K revenue 2016 2017 2018 2019 2020 Twilio revenue "2015" "2016" "2017" "2018" "2019" "2020" in thousands or millions "Twilio Inc." "For the Year Ended December 31, 2020" "Revenue" "10-K" Twilio annual revenue 2016 2017 2018 2019 2020 SEC filing 10-K

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

Twilio

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