cust.co / Compare / Twilio vs Zoom

Twilio vs Zoom - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Customer Engagement. Both at Public stage.

Twilio leads by +9pp on latest NRR (107% vs 98%).

NRR over time

50%76%102%129%155% FY-2018FY-2019FY-2020FY2023-Q1FY2024-Q3FY2025-Q3FY2026-Q2FY-2026 NRR Twilio Zoom Twilio - FY-2018: 140% Twilio - FY2019-Q1: 142% Twilio - FY2019-Q2: 141% Twilio - FY2019-Q3: 132% Twilio - FY-2019: 136% Twilio - FY2020-Q1: 143% Twilio - FY2020-Q2: 132% Twilio - FY2020-Q3: 137% Twilio - FY-2020: 137% Twilio - FY2021-Q2: 67% Twilio - FY-2021: 131% Twilio - FY2022-Q1: 62% Twilio - FY2023-Q1: 62% Twilio - FY2023-Q2: 123% Twilio - FY2024-Q1: 106% Twilio - FY2024-Q2: 103% Twilio - FY2024-Q3: 105% Twilio - FY2024-Q4: 106% Twilio - FY2025-Q1: 107% Twilio - FY2025-Q2: 105% Twilio - FY2025-Q3: 104% Twilio - FY2025-Q4: 109% Twilio - FY2026-Q1: 107% Zoom - FY2025-Q1: 99% Zoom - FY2025-Q2: 98% Zoom - FY2025-Q3: 98% Zoom - FY2026-Q1: 98% Zoom - FY-2025: 98% Zoom - FY2026-Q2: 98% Zoom - FY2026-Q3: 98% Zoom - FY2026-Q4: 98% Zoom - FY-2026: 98%

Twilio hit a higher all-time peak (143% in FY2020-Q1).

Stat-by-stat

Metric Twilio Zoom
Latest NRR 107% 98%
All-time peak NRR 143% 99%
All-time low NRR 62% 98%
QoQ change -2pp +0pp
YoY change +0pp +0pp
3-year change -33pp -
Disclosures tracked 23 9

Customer cohorts

MetricTwilioZoom
Total customers 325,000 192,400
Over $100K ARR - 4,468
Over $1M ARR - -
Top-10 concentration 10% -
Average ACV - -
US revenue mix - 72.1%

Commercial structure

MetricTwilioZoom
Total RPO - $4.2B
Current RPO (12mo) - $2.4B
Multi-year contracts 50% -
Avg contract length - -
Subscription rev mix - -
New customers added - -

Post-sales motion

MetricTwilioZoom
CS team size - -
Customers per CSM - -
Pricing model hybrid -
Renewal cadence annual -
CSM coverage model hybrid -
Top customer exec - -

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