Rackspace Technology vs Twilio
Twilio is the larger business, with $5.07bn of revenue in fiscal 2025 against $2.69bn for Rackspace Technology (1.9 times as much). Twilio grew faster (13.7% against -1.9%). Twilio kept more of each dollar of sales as profit: a net margin of 0.7% against -8.4%.
| Latest fiscal year | Rackspace TechnologyRXT, 2025 | TwilioTWLO, 2025 |
|---|---|---|
| Revenue | $2.69bn | $5.07bn |
| Revenue growth | -1.9% | 13.7% |
| Net income | −$226m | $33.8m |
| Operating margin | -3.7% | 3.1% |
| Net margin | -8.4% | 0.7% |
| Return on equity | — | 0.4% |
| Free cash flow | $90.6m | $1.00bn |
| Cash | $106m | $682m |
| Total debt | $2.75bn | $992m |
| Debt to equity | — | 12.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $869m |
| Employees | — | 5,587 |
| Market value | $651m | $34.73bn |
| Price vs our value range | — | Above our value range |
| Moat score | 30 (Weak) | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 19 sales | 0 buys, 96 sales |