Twilio's earnings call highlighted strong revenue growth and broad-based customer strength, with notable achievements in customer wins and product adoption. Despite challenges with gross margin decline due to increased carrier fees, the company's increased guidance and strategic acquisition demonstrate a positive outlook.

Company Guidance

In Twilio's Third Quarter 2025 Earnings Conference Call, the company reported exceptional financial results, achieving $1.3 billion in revenue and $235 million in non-GAAP income from operations, both records. The call highlighted robust growth across various customer segments, with ISV and self-serve customers growing revenue over 20% year-over-year. The adoption of new capabilities like conversational AI and branded communications is contributing to this growth. Twilio's voice business saw mid-teens revenue growth, while software add-ons like Twilio Verify grew more than 25% year-over-year. The company raised its full-year revenue, profitability, and free cash flow targets, projecting Q4 revenue between $1.31 billion and $1.32 billion, non-GAAP income from operations of $230 million to $240 million, and full-year free cash flow guidance of $920 million to $930 million. Twilio also announced an acquisition of Stytch, enhancing its identity platform capabilities.

Record-Breaking Revenue and Growth

Twilio reached $1.3 billion in revenue and $235 million in non-GAAP income from operations, both records for the company. Revenue grew 15% year-over-year on a reported basis and 13% on an organic basis.

Strong Performance Across Customer Segments

Twilio saw broad-based strength across customer segments, with innovative start-ups and global enterprises choosing Twilio for customer engagement. ISV and self-serve customers grew revenue by more than 20% year-over-year.

Notable Customer Wins and Product Adoption

Twilio had several notable customer wins, including a nine-figure renewal with a leading cloud provider, the largest deal in company history. Products like voice and software add-ons showed strong growth, with voice revenue growing at its fastest rate in over three years.

Acquisition of Stytch

Twilio acquired Stytch, an identity platform for AI agents, to expand its authentication capabilities for digital interactions. This acquisition is expected to enhance Twilio's platform offerings.

Increased Full-Year Guidance

Twilio raised its full-year revenue, profitability, and free cash flow targets, with organic revenue growth guidance increased to 11.3% to 11.5% and reported revenue growth to 12.4% to 12.6%.

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
Feb 18, 2026	2025 (Q4)	1.23 / -	1	―	―	―
Oct 30, 2025	2025 (Q3)	1.08 / 1.25	1.02	22.55% (+0.23)
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)

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
Oct 30, 2025	$112.86	$134.88	+19.51%
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%

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.