Twilio Q2 2025 revenue $1.23B (+13% YoY), GAAP operating income $37M, raises FY25 revenue and FCF guidance

TWILIO INC

2025-Q2 EPS reported $0.26 revenue$2,400,888,000

GAAP net income $0.14 diluted EPS vs ($0.19) YoY; non-GAAP EPS $1.19 vs $0.87.
Non-GAAP income from operations $221M (+26% YoY); free cash flow $263.5M.
Active Customer Accounts >349K (up from 316K); Dollar-Based Net Expansion Rate 108% (102% YoY).
Q3 2025 revenue guidance $1.245-$1.255B (10-11% YoY); FY25 organic revenue raised to 9-10%.
Raised FY25 FCF target to $875-$900M (from $850-$875M); repurchased $176.7M in shares in Q2.

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