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Twilio vs Take Two Interactive Software: TWLO and TTWO compared
Twilio is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.5B for Take Two Interactive Software (Q1 FY27). Twilio is growing faster (+20% against +2% a year earlier). Twilio is more profitable, with an operating margin of 9.5% against -2.3%.
Where the money goes: TWLO and TTWO
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.
Take Two Interactive Software (TTWO) · Q1 FY27
Take Two Interactive Software, Q1 FY27: revenue $1.5B (+2% year over year), operating margin -2.3%, net loss $34.1M, operating cash flow −$169M. The chart follows the revenue to costs, profit and cash.
| Twilio (TWLO) | Take Two Interactive Software (TTWO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q1 FY27 |
| Revenue | $1.6B | $1.5B |
| Revenue growth, Y/Y | +20% | +2% |
| Gross margin | 48.8% | — |
| Operating margin | 9.5% | -2.3% |
| Net earnings | $161M | −$34.1M |
| Net margin | 10.3% | -2.2% |
| Operating cash flow | $389M | −$169M |
| Market value | $32.7B | $40.5B |
| P/E | 25.3× | — |
| Analysts’ mean target | $267.75 | $283.39 |
Where the revenue comes from
Take Two Interactive Software
- Mobile: $762M (50%)
- Console: $640M (42%)
- P C and Other Products: $131M (9%)
Questions
Which is bigger, Twilio or Take Two Interactive Software?
Twilio is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.5B for Take Two Interactive Software (Q1 FY27).
Is Twilio or Take Two Interactive Software growing faster?
Twilio is growing faster (+20% against +2% a year earlier).
Which is more profitable, Twilio or Take Two Interactive Software?
Twilio is more profitable, with an operating margin of 9.5% against -2.3%.
More: Twilio earnings · how Twilio makes money · Take Two Interactive Software earnings · how Take Two Interactive Software makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 30, 2026; 10-Q filed Aug 7, 2026). Fiscal quarters can end on different dates. Not investment advice.