---
schema_version: "secwatch.filing_event.v1"
accession: "0001447669-25-000119"
form_type: "8-K"
ticker: "TWLO"
cik: "0001447669"
company_name: "TWILIO INC"
filed_at: "2025-08-07T23:59:59+00:00"
generated_at: "2026-05-17T17:22:04.174999+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001447669-25-000119
- form_type: 8-K
- ticker: TWLO
- cik: 0001447669
- company_name: TWILIO INC
- filed_at: 2025-08-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/0001447669-25-000119-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/twlo-20250807.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-25-000119
- JSON: https://secwatch.observer/filing/0001447669-25-000119.json
- Plain text: https://secwatch.observer/filing/0001447669-25-000119.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.