Twilio reports Q4 adjusted EPS $1.33, consensus $1.23

Reports Q4 revenue $1.37B, consensus $1.32B. “2025 was one of the most balanced and successful years of execution in Twilio’s (TWLO) history and has fundamentally transformed our financial profile and innovation velocity,” said Khozema Shipchandler, CEO of Twilio. “We accelerated revenue growth, expanded operating margins, and delivered significant growth in free cash flow. Importantly, our vision is resonating with customers and Twilio is quickly becoming a foundational infrastructure layer in the age of AI.”