Twilio's earnings call highlights a strong quarter with record revenue, significant growth in messaging and voice, and successful strategic initiatives, including a partnership with Microsoft. However, the company faced challenges with gross margin decline and flat segment revenue. Overall, the positive aspects of growth and strategic progress outweigh the lowlights.

Company Guidance -

Q3 2025

During the Twilio Second Quarter 2025 Earnings Conference Call, the company reported a strong performance with revenue exceeding $1.2 billion, marking a 13% year-over-year increase. Twilio achieved a record non-GAAP income from operations of $221 million and a free cash flow of $263 million. The communications segment saw a 14% growth with notable increases in messaging and voice services, alongside a dollar-based net expansion rate of 108%. The company highlighted successful initiatives, including a strategic partnership with Microsoft to enhance conversational AI capabilities. New product offerings such as ConversationRelay and advancements in RCS messaging were emphasized, contributing to increased customer adoption and engagement. Twilio raised its full-year organic revenue growth guidance to 9-10% and reported revenue growth to 10-11%, with expectations to stabilize gross margins through pricing strategies and cost optimizations.

Strong Revenue Growth

Twilio reported record revenue of $1.228 billion for Q2 2025, up 13% year-over-year on both reported and organic bases.

Record Non-GAAP Income and Free Cash Flow

The company achieved record non-GAAP income from operations of $221 million and free cash flow of $263 million.

Accelerating Messaging and Voice Growth

Twilio delivered its fourth consecutive quarter of accelerating messaging growth and double-digit voice growth, with messaging revenue mix up by 260 basis points year-over-year.

Increase in Large Deals

The number of large deals closed over $500,000 increased 57% year-over-year.

Successful SIGNAL Conference

Nearly 1,000 attendees gathered for the SIGNAL conference, showcasing new products and innovations, including ConversationRelay and conversational intelligence.

Partnership with Microsoft

Announced a multiyear strategic partnership with Microsoft, aimed at building the future of conversational AI.

Positive Customer Feedback

Twilio received high praise for its ability to bring more ROI to businesses, with customers increasingly adopting its infrastructure for customer interactions.

Twilio (TWLO) Earnings, Revenues Date & History

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TWLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.08 / -	1.02	―	―	―
Aug 07, 2025	2025 (Q2)	1.05 / 1.19	0.87	36.78% (+0.32)
May 01, 2025	2025 (Q1)	0.96 / 1.14	0.8	42.50% (+0.34)
Feb 13, 2025	2024 (Q4)	1.03 / 1.00	0.86	16.28% (+0.14)
Oct 30, 2024	2024 (Q3)	0.86 / 1.02	0.58	75.86% (+0.44)
Aug 01, 2024	2024 (Q2)	0.73 / 0.87	0.54	61.11% (+0.33)
May 07, 2024	2024 (Q1)	0.59 / 0.80	0.47	70.21% (+0.33)
Feb 14, 2024	2023 (Q4)	0.57 / 0.86	0.22	290.91% (+0.64)
Nov 08, 2023	2023 (Q3)	0.37 / 0.58	-0.27	314.81% (+0.85)
Aug 08, 2023	2023 (Q2)	0.30 / 0.54	-0.11	590.91% (+0.65)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TWLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$122.39	$98.67	-19.38%
May 01, 2025	$97.88	$100.11	+2.28%
Feb 13, 2025	$147.28	$125.17	-15.01%
Oct 30, 2024	$70.57	$80.65	+14.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.