TWLO
Twilio Inc.137.50
+3.54+2.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Broad voice strength detailed
Q&A unpacked Q4 voice acceleration as broad-based across self-serve Voice AI startups, ISVs embedding agents, and enterprise customer care/sales automation, extending prepared remarks' high-teens growth note. Management touted the highest Q1 organic guide in over three years, backed by consistent multiproduct trends. RCS volumes surged 5x QoQ off a small base, with marketing upside eyed. Multichannel platform trumps point-solution rivals, per execs. Sales comp tweaks boost cross-sell. Voice growth spans every cohort. Optimistic tone pervades; investors will track enterprise AI scaling.
Key Stats
Market Cap
21.10BP/E (TTM)
335.37Basic EPS (TTM)
0.41Dividend Yield
0%Recent Filings
8-K
Twilio adds Workday vet to board
Twilio appointed Doug Robinson, ex-Co-President of Workday, to its board effective March 24, 2026, expanding from nine to ten directors. Robinson joins the Compensation Committee, bringing GTM scaling expertise to aid platform expansion and AI infrastructure push. Board Chair praises his operational rigor. No related transactions disclosed.
10-K
FY2025 results
Twilio posted FY2025 net income of $33.8M, flipping prior losses, on 14% revenue growth to $5.1B driven by 108% dollar-based net expansion and new accounts amid Q4 seasonal lift. Usage revenue hit 74% of total, with gross profit up 9% to $2.5B despite A2P fee pass-throughs crimping margins; operating income swung positive to $158M on flat opex. Free cash flow roared to $945M (19% margin), funding $855M buybacks under the $2B program ($1.1B remains). Q4 accelerated via self-service gains and AI bets. Yet network provider fee hikes loom.
8-K
Twilio crushes Q4, FY estimates
Twilio posted Q4 revenue of $1.37B, up 14% year-over-year, and full-year $5.07B, also up 14%, with organic growth at 12% and 13%. GAAP operating income swung to $158M profitability while non-GAAP hit $924M; free cash flow soared to $945M. Active accounts topped 402,000. Q1 revenue guide: $1.335-1.345B. Share buybacks rolled on.
10-Q
Q3 FY2025 results
Twilio swung to an operating profit of $40.9M in Q3 ended September 30, 2025, up from a $4.9M loss y/y, while revenue climbed 15% y/y to $1.30B on stronger usage and a 109% dollar-based net expansion rate. Gross margin slipped to 48.7% from 51.1% amid higher network costs, including new A2P fees, yet opEx held nearly flat. Diluted EPS hit $0.23 on 159M shares, matching expectations. Cash swelled to $735M with $732M YTD operating cash flow; $992M debt (2029/2031 senior notes) carries no covenant issues, $1.3B remains for buybacks. Solid liquidity funds growth. Network fee hikes pose margin pressure.
8-K
Twilio beats Q3, raises FY25
Twilio posted Q3 revenue of $1.3B, up 15% year-over-year, with GAAP operating income flipping to $41M from a loss. Non-GAAP operating income hit $235M, up 29%, fueled by 392K active customers and 109% net expansion. Raised FY25 revenue growth to 12.4-12.6% and non-GAAP op income to $900-910M. Signed deal to buy Stytch, closing mid-November. Share buybacks rolled on.
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