earnings
confidence high
sentiment positive
materiality 0.80
Twilio Q1 beats: rev $1.17B (+12%), GAAP EPS $0.12, non-GAAP EPS $1.14; raises FY25 profit view
TWILIO INC
2025-Q1 EPS reported
$0.12
revenue$1,172,463,000
- Revenue $1.17B (+12% YoY); Comm revenue $1.10B (+13%); Segment revenue $75.7M (+1%).
- GAAP income from operations $23.1M (2.0% margin), up from -$43.5M; non-GAAP $213.4M (18.2%) vs $159.6M.
- GAAP diluted EPS $0.12 (vs -$0.31); non-GAAP diluted EPS $1.14 (vs $0.80).
- Active Customer Accounts >335,000 (+7%); Dollar-Based Net Expansion Rate 107% (up from 102%).
- FY2025 guidance raised: organic revenue growth 7.5%-8.5% (prev 7-8%); non-GAAP income from ops $850-$875M.