earnings
confidence high
sentiment positive
materiality 0.85
Twilio Q3 revenue $1.3B (+15% YoY); GAAP op income $41M; raises FY25 guidance; acquires Stytch
TWILIO INC
2025-Q3 EPS reported
$0.50
revenue$3,701,290,000
- Revenue $1.3B, up 15% YoY (13% organic); GAAP operating income $41M vs -$5M YoY.
- Non-GAAP operating income $235M, up 29% YoY; Non-GAAP EPS $1.25 vs $1.02.
- Free cash flow $248M, up 31%; repurchased $350M in Q3, $1.3B remaining authorization.
- Raises FY25 revenue growth guidance to 12.4-12.6% (prev 10-11%); non-GAAP op income raised to $900-910M.
- Acquires Stytch, Inc. (identity platform for AI agents); expected close mid-November.