Akamai Technologies vs Twilio
Twilio is the larger business, with $5.07bn of revenue in fiscal 2025 against $4.21bn for Akamai Technologies (1.2 times as much). Twilio grew faster (13.7% against 5.4%). Akamai Technologies kept more of each dollar of sales as profit: a net margin of 10.7% against 0.7%. Twilio carries less debt relative to equity (12.7% against 82.5%).
| Latest fiscal year | Akamai TechnologiesAKAM, 2025 | TwilioTWLO, 2025 |
|---|---|---|
| Revenue | $4.21bn | $5.07bn |
| Revenue growth | 5.4% | 13.7% |
| Net income | $452m | $33.8m |
| Operating margin | 13.5% | 3.1% |
| Net margin | 10.7% | 0.7% |
| Return on equity | 9.2% | 0.4% |
| Free cash flow | $1.01bn | $1.00bn |
| Cash | $930m | $682m |
| Total debt | $4.11bn | $992m |
| Debt to equity | 82.5% | 12.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $800m | $869m |
| Employees | 11,000 | 5,587 |
| Market value | $12.32bn | $34.73bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 77 (Strong) | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 34 sales | 0 buys, 96 sales |