Inferra AIResearch Tools

Inferra AI / Company / TWLO

Twilio

TWLO · Information Technology

Last earnings Oct 29, 2026

Key results

Revenuequarter

$1.3 billion

Revenue of $1.3 billion, up 15% reported and 13% organic year-over-year GAAP Income from Operations of $41 million, a $46 million improvement year-over-year Non-GAAP Income from Operations of $235 million, up 29% year-over-year SAN FRANCISCO--(BUSINESS WIRE)--October 30, 2025--Twilio (NYSE TWLO)

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Growthquarter

up 15%

Revenue of $1.3 billion, up 15% reported and 13% organic year-over-year GAAP Income from Operations of $41 million, a $46 million improvement year-over-year Non-GAAP Income from Operations of $235 million, up 29% year-over-year SAN FRANCISCO--(BUSINESS WIRE)--October 30, 2025--Twilio (NYSE TWLO)

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Third Quarter 2025 Financial Highlights Revenue of $1.3 billion, up 15% year-over-year.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Organic revenuequarter

13%

Organic revenue growth of 13% year-over-year.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Free cash flowquarter

$247.5 million

Net cash provided by operating activities of $263.6 million and free cash flow of $247.5 million, compared with net cash provided by operating activities of $204.3 million and free cash flow of $189.1 million for the third quarter of 2024.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenuefull-year

12.4%

For fiscal year 2025, Twilio is raising its reported revenue growth range to 12.4% - 12.6%, compared with 10% - 11% previously, and its organic revenue growth range to 11.3% - 11.5% year-over-year, compared with 9% - 10% previously.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We define an Active Customer Account at the end of any period as an individual account, as identified by a unique account identifier, for which we have recognized at least $5 of revenue in the last month of the period.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Our business and customer relationships have grown since we began reporting the number of Active Customer Accounts using the above definition, which is anchored to a minimum $5 monthly revenue figure.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Three Months Ended September 30, 2025 2024 Free cash flow Net cash provided by operating activities $ 263,563 $ 204,329 Operating cash flow margin 20 % 18 % Non-GAAP adjustments Capitalized software development costs (13,812) (14,424) Purchase of long-lived and intangible assets (2,235) (792) Free cash flow $ 247,516 $ 189,113 Free cash flow margin 19 % 17 % Net cash (used in) provided by investing activities $ (161,502) $ 267,355 Net cash used in financing activities $ (347,952) $ (642,780) 12 CONTACT Investor Contact Bryan Vaniman ir Twilio.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$1.3B
EX-99 · Oct 30, 2025
Free cash flow · Q3 2025
$247.5M
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$1.3 billion$1.23 billion—
Growthup 15%up 13%—
Organic revenue13%——
Free cash flow$247.5 million$263.5 million—

EX-99 · Oct 30, 2025

Guidance · company-stated

revenue

“growth range to 12.4%”

free cash flow

“range to $920”

Non-GAAP diluted earnings per share

“(1) $1.17”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$247.5M

Capital allocation

During the third quarter of 2025, Twilio repurchased $349.8 million in aggregate value of shares of Class A common stock.

In the year-to-date period through September 30, 2025, Twilio has completed approximately $656.7 million of aggregate repurchases and has approximately $1.3 billion of the originally authorized amount available for future repurchases.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Twilio Q3 2025 — Revenue of $1.3 billion, up 15% reported and 13% organic year-over-year GAAP Income from Operations of $41 million, a $46 million improvement year-over-year Non-GAAP Income from Operations of $235 mil…

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

revenue: “revenue growth range to 12.4%”

free cash flow: “free cash flow range to $920”

Non-GAAP diluted earnings per share: “Non-GAAP diluted earnings per share (1) $1.17”

revenue (“the fourth quarter”)
“revenue growth range to 12.4%”

free cash flow (“the fourth quarter”)
“free cash flow range to $920”

Non-GAAP diluted earnings per share (“the fourth quarter”)
“Non-GAAP diluted earnings per share (1) $1.17”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Capital allocation

During the third quarter of 2025, Twilio repurchased $349.8 million in aggregate value of shares of Class A common stock.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In the year-to-date period through September 30, 2025, Twilio has completed approximately $656.7 million of aggregate repurchases and has approximately $1.3 billion of the originally authorized amount available for future repurchases.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Strategy & priorities

Dollar-Based Net Expansion Rate of 109% for the third quarter of 2025 compared to Dollar-Based Net Expansion Rate of 105% for the third quarter of 2024.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Stytch s developer-focused team and proven modern authentication technology will augment Twilio s platform roadmap.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In some cases, you can identify forward-looking statements because they contain words such as may, can, will, would, should, expects, plans, anticipates, could, intends, target, projects, contemplates, believes, estimates, predicts, forecasts, potential or continue or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Forward-looking statements contained in this press release and the accompanying conference call include, but are not limited to, statements about our future financial and operating performance, including our expected financial and operating results, guidance and targets, including the assumptions underlying such guidance and targets our anticipated strategies and business plans and our ability to successfully execute them our ability to drive growth, profitability and free cash flow our ability to maintain cost discipline the timing of future investments or expenses the timing, completion and expected benefits of the proposed acquisition of Stytch, Inc.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating Metrics We review a number of operational and financial metrics, including Active Customer Accounts and Dollar-Based Net Expansion Rate, to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans and make strategic decisions.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

The forward-looking statements contained in this press release and the accompanying conference call are also subject to additional risks, uncertainties, and factors, including those more fully described in our most recent filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Moreover, we operate in a very competitive and rapidly changing environment, and new risks and uncertainties may emerge that could have an impact on the forward-looking statements contained in this press release and the accompanying conference call.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP measures presented in this press release and the accompanying conference call, or a GAAP reconciliation, as a result of the uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation expense.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

While these numbers are based on what we believe to be 4 reasonable judgments and estimates for the applicable period of measurement, there are inherent challenges in measuring usage.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Free cash flow — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Twilio — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

71 documents

Earnings releases

20 documents

Presentations

0 documents

No presentations for Twilio are held in this edition of the library.

Transcripts

0 documents

No transcripts for Twilio are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Twilio by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.