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Roblox vs Twilio: RBLX and TWLO compared
Roblox is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.6B for Twilio (Q3 2026). Twilio is growing faster (+20% against +16% a year earlier). Twilio is more profitable, with an operating margin of 9.5% against -18.0%.
Where the money goes: RBLX and TWLO
Roblox (RBLX) · Q3 2026
Roblox, Q3 2026: revenue $1.6B (+16% year over year), operating margin -18.0%, net loss $230M, operating cash flow $395M. The chart follows the revenue to costs, profit and cash.
Twilio (TWLO) · Q3 2026
Twilio, Q3 2026: revenue $1.6B (+20% year over year), operating margin 9.5%, net earnings $161M, operating cash flow $389M. The chart follows the revenue to costs, profit and cash.
| Roblox (RBLX) | Twilio (TWLO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.6B | $1.6B |
| Revenue growth, Y/Y | +16% | +20% |
| Gross margin | — | 48.8% |
| Operating margin | -18.0% | 9.5% |
| Net earnings | −$230M | $161M |
| Net margin | -14.6% | 10.3% |
| Operating cash flow | $395M | $389M |
| Free cash flow | $367M | — |
| Market value | $35.0B | $32.7B |
| P/E | — | 25.3× |
| Analysts’ mean target | $49.33 | $267.75 |
Questions
Which is bigger, Roblox or Twilio?
Roblox is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.6B for Twilio (Q3 2026).
Is Roblox or Twilio growing faster?
Twilio is growing faster (+20% against +16% a year earlier).
Which is more profitable, Roblox or Twilio?
Twilio is more profitable, with an operating margin of 9.5% against -18.0%.
More: Roblox earnings · how Roblox makes money · Twilio earnings · how Twilio makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 29, 2026; 10-Q filed Oct 30, 2026). Fiscal quarters can end on different dates. Not investment advice.