Symbols

TWLO

Twilio·NYSE

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TWLO fundamentals

TWLO Q4 2025 Earnings

Twilio (TWLO) released its earnings on Feb 12, 2026: revenue was 1.37B (YoY +14.32%), beat estimates; EPS was 1.33 (YoY +33.00%), beat estimates.

Revenue / YoY

1.37B

+14.32%

EPS / YoY

1.33

+33.00%

Report date

Feb 12, 2026

TWLO Earnings Call Summary for Q4,2025

Revenue Milestones: Q4 $1.4B, full-year $5.1B. Voice AI revenue +60% YoY, self-serve +28% YoY.
Profitability: Non-GAAP income $256M (Q4), $924M (full-year). Operating margin 18.7% (Q4), up 220bps YoY.
AI Growth Drivers: Conversation Relay in private beta, 6x YoY Branded Calling, 5x QoQ RCS volume.
2026 Guidance: Organic growth 8%-9%, non-GAAP income $1.04B-$1.06B, free cash flow $1.04B-$1.06B.
Strategic Wins: Largest deal in history, AEG partnership, 9-figure ISV renewals.
Margin Management: 1% YoY decline in operating expenses, stock-based comp 11.3% of revenue (down 180bps YoY).

Earnings

EPS

Revenue

Revenue & Expenses

TWLO has released its 2025 Q4 earnings report, with revenue of 1.37B, reflecting a YoY change of 14.32%, and net profit of -45.85M, showing a YoY change of -267.71%. The Sankey diagram below clearly presents TWLO's revenue sources and cost distribution.

Key Indicators

Twilio (TWLO) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Twilio (TWLO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Twilio (TWLO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Twilio (TWLO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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