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- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

TWLO

TWLO fundamentals

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