What is the revenue and EPS growth rate for Twilio year over year?

What were the key takeaways from Twilio's earnings call?

Did Twilio beat or miss consensus estimates last quarter?

What is Twilio's gross profit margin?

What does Twilio do and what are its main business segments?

What guidance did Twilio's management provide for the next earnings period?

What is the market's earnings forecast for Twilio next quarter?

What is Twilio's latest dividend and current dividend yield?

- **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).

**【CEO Summary Section】**
- **Record Q4 Results**: $1.4B revenue, $256M non-GAAP income, $226M free cash flow. Full-year revenue of $5.1B, $924M non-GAAP income, $945M free cash flow.
- **Voice Growth**: Voice revenue accelerated to high teens YoY, driven by voice AI adoption (60%+ growth). Branded Calling revenue grew 6x YoY, RCS volume up 5x QoQ.
- **Channel Strength**: Self-serve revenue +28% YoY, ISV revenue +26% YoY. Multi-product customer count +26% YoY, software add-on revenue +20% YoY.
- **Strategic Wins**: Largest deal in history ($90M+ renewal with marketing automation platform). AEG partnership to power fan engagement via Twilio platform.
- **AI Innovation**: Launching memory-driven orchestration and agentic interactions in private beta. Recognized as CPaaS AI leader by Gartner.

**【CFO Financial Commentary】**
- **Q4 Financials**: GAAP net income $158M, non-GAAP income $256M. Gross margin 49.9%, down 200bps YoY due to carrier passthrough fees. Operating expenses declined 1% YoY, stock-based comp 11.3% of revenue (down 180bps YoY).
- **2026 Guidance**: 
  - Q1 revenue $1.335B-$1.345B (14%-15% reported growth). Full-year organic growth 8%-9%.
  - Non-GAAP income $1.04B-$1.06B. Free cash flow $1.04B-$1.06B.
  - Gross margin headwind of 170bps from carrier fees, but no impact on profit dollars.
- **Share Repurchases**: $855M in 2025 (90% of free cash flow). Q1 2026 free cash flow limited by $140M bonus payment.

**【Q&A Highlights】**
- **Voice AI Adoption**: 36% YoY increase in large deals ($500K+). Voice AI revenue growth >60% YoY. ISVs embedding voice into core platforms.
- **Gross Margin Dynamics**: 170bps headwind from carrier fees in 2026, but gross profit growth similar to organic revenue. Higher-margin products (Verify, Conversation Relay) driving margin recovery.
- **2027 Outlook**: Non-GAAP income target $1.23B+ (unaffected by carrier fees). Focus on cost discipline and operating leverage.
- **RCS Growth**: 5x QoQ volume growth, open rates >70%. Enterprise use cases (ticketing, notifications) driving adoption.
- **Competitive Advantage**: Multi-channel platform, developer experience, and AI-driven orchestration differentiate Twilio from competitors.


Twilio Inc A (TWLO) Q4 2025 Earnings Call Transcript

- **Revenue Record**: $1.3B Q3 revenue (+15% YoY), fueled by voice AI and ISV growth.
- **Voice AI Surge**: Top 10 voice AI startups grew 10x YoY; ConversationRelay call volume tripled.
- **Profit & Cash Flow**: Non-GAAP Op Income $235M (29% YoY growth); $248M free cash flow.
- **Strategic Moves**: Acquired Stytch for $<100M to enhance authentication; raised FY25 guidance.
- **Customer Expansion**: 9-figure renewal; self-serve revenue +20% YoY.


**【CEO Summary】**
- **Record Q3 Revenue**: $1.3 billion, up 15% YoY, driven by voice AI and ISV growth.
- **Voice AI Momentum**: Top 10 voice AI startups grew 10x YoY; ConversationRelay call volume tripled QoQ.
- **Customer Expansion**: 9-figure renewal with a leading cloud provider; self-serve revenue +20% YoY.
- **Strategic Acquisitions**: Acquired Stytch for $<100M to enhance authentication capabilities.

**【CFO Financial Commentary】**
- **Profitability**: Non-GAAP income from operations $235M (up 29% YoY); operating margin 18%.
- **Free Cash Flow**: $248M in Q3; $657M year-to-date share buybacks (95% of FCF).
- **Q4 Guidance**: Revenue $1.31-1.32B (9.5-10.5% growth); non-GAAP Op Income $230-240M.
- **Gross Margin**: 50.1% (down 280bps YoY due to carrier fees).

**【Q&A Highlights】**
- **Voice AI Adoption**: 60% YoY growth in voice AI customers; 10x growth in top 10 startups.
- **RCS Growth**: Volume doubled QoQ; Partiful sent millions of branded messages.
- **Churn Impact**: No material churn from June price increase; net adds driven by free tier removal.
- **International Expansion**: Strong self-serve growth in APAC; SIGNAL event in Australia highlights momentum.


Twilio Inc. (TWLO) Q3 2025 Earnings Call Transcript

- **Record Q2 Growth**: $1.228B revenue (+13% YoY), 108% net expansion rate
- **AI-Driven Innovation**: ConversationRelay processed 1M calls, Conversational Intelligence usage up 86%
- **Profitability Expansion**: $221M non-GAAP income, $263M free cash flow
- **Updated Guidance**: Full year organic growth raised to 9-10%, free cash flow to $875-900M
- **Voice Renaissance**: Double-digit voice growth, 57% YoY increase in large deals
- **Strategic Partnership**: Microsoft integration to power 10M+ developers with Twilio AI

**【CEO Summary Section】**
- Q2 revenue reached $1.228 billion, up 13% year-over-year, driven by double-digit growth in messaging and voice. 
- Dollar-based net expansion rate of 108% (highest in 2 years) reflects strong customer retention and cross-sell success.
- Key product launches: ConversationRelay (1M calls in first quarter), Conversational Intelligence (86% year-over-year usage growth), and WhatsApp Business calling via programmable voice.
- Strategic partnership with Microsoft to integrate Twilio's AI capabilities with Azure and Teams.
- Segment business achieved breakeven for the first time, exceeding Q2 2024 target.

**【CFO Financial Commentary】**
- Non-GAAP income from operations: $221 million (26% YoY growth)
- Free cash flow: $263 million (record high)
- Gross margin: 50.7% (down 260bps YoY due to messaging mix, carrier fees, and FX)
- Q3 guidance: $1.245-1.255 billion revenue (8-9% organic growth)
- Full year organic growth updated to 9-10% (up from 7.5-8.5%)
- Free cash flow raised to $875-900 million
- Pricing actions: U.S. messaging price increase, $6M incremental carrier fees

**【Q&A Highlights】**
- **ISV Growth**: 57% YoY increase in large deals ($500k+), ISV revenue growing faster than company average
- **AI Impact**: 10+ AI startups now spending >$1M annually, blended GM of 80% for top 10
- **Voice Momentum**: Double-digit voice growth for first time in 2 years, 1M+ calls via ConversationRelay
- **Regulatory Response**: Proactive compliance with global regulations, no material impact on sales cycle
- **Gross Margin Outlook**: Stabilization expected with pricing actions, higher-margin products, and platform efficiency improvements

Twilio Inc. (TWLO) Q2 2025 Earnings Call Transcript

- **Revenue Acceleration**: Q1 2025 revenue up 12% YoY to $1.172 billion, driven by messaging growth and AI innovation.
- **AI-Driven Growth**: Voice AI use cases up 800% YoY, with 30%+ new voice customers adopting AI features.
- **Financial Strength**: Non-GAAP income of $213 million, free cash flow of $178 million, and $2 billion share buyback program.
- **Macro Caution**: No Q1/Q2 impact on usage, but conservative H2 guidance due to macro risks.

**【CEO Summary Section】**
- Q1 2025 revenue reached $1.172 billion, up 12% year-over-year, with double-digit growth acceleration for the third consecutive quarter.
- Key growth drivers: messaging (U.S. and international), ISV partnerships (e.g., Ylopo, TextUs), and AI-driven voice innovations like Conversation Relay and Generative Custom Operators.
- AI product adoption highlights: 1,000+ voices in 40 languages via ElevenLabs partnership, Cedar's AI voice agent Kora targeting 30% call automation by end-2025, and 3x higher paid account upgrades via AI assistant.
- Strategic focus: cross-sell (107% dollar-based net expansion rate), international expansion (record international messaging growth), and SIGNAL conference innovations.

**【CFO Financial Commentary】**
- Q1 non-GAAP income from operations: $213 million (34% YoY growth), free cash flow: $178 million, and GAAP net income: $420 million.
- Gross margin: 51.3% (down 270bps YoY due to international mix and non-recurring hosting credits).
- Q2 guidance: $1.18-1.19 billion revenue (9-10% YoY), full-year 2025 organic growth raised to 7.5-8.5%.
- Share buyback program: $2 billion authorization, targeting 50% free cash flow return to shareholders.

**【Q&A Highlights】**
- **Voice AI Momentum**: 800% YoY growth in voice AI use cases, with 30%+ of new voice customers using AI features. Cross-sell with messaging and email drives 2x higher ROI.
- **Gross Margin Challenges**: International messaging growth (e.g., APAC +25% YoY) pressures margins, but unit economics remain strong.
- **Macroeconomic Monitoring**: No Q1/Q2 impact on usage, but cautious guidance for H2 due to macro uncertainty.
- **Segment Strategy**: ISVs deliver 15%+ revenue growth, with 60%+ of new ISV wins displacing competitors.
- **Free Cash Flow**: Q1 beat driven by collections timing; Q2 expected in line with non-GAAP op income guidance.

Twilio (TWLO)-1 May 25-2025 Q1 Earnings call transcript

- **Record Growth**: Q4 revenue up 11% YoY, with 9% full-year growth, marking the first GAAP operating profit.
- **AI and Innovation**: 90% of top AI startups use Twilio, with AI tools like ConversationRelay in beta and 9,000 AI companies on the platform.
- **Profitability Expansion**: Non-GAAP operating margin of 16.5% in Q4, targeting 21-22% by 2027, and $3B+ cumulative free cash flow from 2025-2027.
- **Segment Turnaround**: 50%+ multiyear deals in Q4, CRPO growth, and breakeven by Q2 2025.
- **Risks Mitigated**: $17M one-time bad debt reserve, with no further exposure expected.


**【CEO Summary Section】**
- **Q4 Revenue Growth**: $1.195 billion, up 11% YoY, marking the second consecutive quarter of double-digit growth. Full-year revenue reached $4.458 billion, a 9% organic increase.
- **GAAP Operating Profitability**: Achieved first-quarter GAAP operating profitability, well ahead of initial targets.
- **Product Innovation**: Launched 251 products in 2024, including RCS enhancements and AI tools like ConversationRelay. Twilio powers 90% of Forbes 50 AI startups.
- **AI Integration**: AI-driven tools like predicted audiences improved customer accuracy by 70%, with 9,000 AI companies using Twilio services in 2024.
- **Customer Expansion**: Cross-sell wins include a healthcare provider adopting RCS and a web hosting company integrating Conversations API.

**【CFO Financial Commentary】**
- **Q4 Financials**: Non-GAAP income from operations of $197 million (14% YoY growth), free cash flow of $93 million, and GAAP operating profit of $14 million (first-time achievement).
- **Full-Year Performance**: Non-GAAP income from operations of $714 million (34% YoY growth), free cash flow of $657 million (81% YoY increase).
- **2025 Guidance**: Revenue growth of 7-8%, non-GAAP operating margin target of 17.5%, and free cash flow of $825-850 million.
- **Share Repurchases**: Authorized $2 billion program, targeting 50% of annual free cash flow for returns.

**【Q&A Key Takeaways】**
- **Growth Drivers**: Broad-based strength across messaging, email, and voice; 78+ large deals in Q4, including the largest Segment deal ever.
- **AI Impact**: 9,000 AI companies using Twilio, with examples like Paradox.ai (150M monthly messages) and OpenAI's 1-800-CHATGPT integration.
- **RCS Progress**: Early wins with MarketBeat, but challenges remain in interoperability and scale.
- **Segment Improvements**: 50%+ new bookings in multiyear deals, CRPO growth, and plans for breakeven by Q2 2025.
- **Risk Management**: $17M bad debt reserve for a Brazilian telecom customer, fully reserved in Q4.


Actual												0.06	0.09	0.04	0.04	0.05	-0.11	0.01	-0.2	0	-0.11	-0.27	0.22	0.47	0.54	0.58	0.86	0.8	0.87	1.02	1	1.14	1.19	1.25	1.33
Forecast												-0.1075	-0.0871	-0.0412	-0.0813	-0.1027	-0.1302	-0.1441	-0.2013	-0.2141	-0.1873	-0.3909	-0.0832	0.2116	0.301	0.3706	0.5745	0.5917	0.732	0.8575	1.0345	0.9582	1.0507	1.0841	1.2333
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+155.81%	+203.33%	+197.09%	+149.20%	+148.69%	+15.51%	+106.94%	+0.65%	+100.00%	+41.27%	+30.93%	+364.42%	+122.12%	+79.40%	+56.50%	+49.70%	+35.20%	+18.85%	+18.95%	-3.33%	+18.97%	+13.26%	+15.30%	+7.84%

TWLO

TWLO fundamentals

TWLO Q4 2025 Earnings

Earnings Call

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TWLO

TWLO fundamentals

TWLO Q4 2025 Earnings

Earnings Call

TWLO Earnings Call Summary for Q4/20255:00 PM on Feb 12, 2026

TWLO Earnings Call Summary for Q3/20255:00 PM on Oct 30, 2025

TWLO Earnings Call Summary for Q2/20255:00 PM on Aug 7, 2025

TWLO Earnings Call Summary for Q1/20255:00 PM on May 1, 2025

TWLO Earnings Call Summary for Q4/20245:00 PM on Feb 13, 2025

You can ask Aime