---
schema_version: "secwatch.filing_event.v1"
accession: "0001447669-25-000147"
form_type: "8-K"
ticker: "TWLO"
cik: "0001447669"
company_name: "TWILIO INC"
filed_at: "2025-10-30T23:59:59+00:00"
generated_at: "2026-05-17T01:18:27.901324+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Twilio Q3 revenue $1.3B (+15% YoY); GAAP op income $41M; raises FY25 guidance; acquires Stytch

## Summary
- 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.

## SEC filing metadata
- accession: 0001447669-25-000147
- form_type: 8-K
- ticker: TWLO
- cik: 0001447669
- company_name: TWILIO INC
- filed_at: 2025-10-30T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1447669/000144766925000147/0001447669-25-000147-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1447669/000144766925000147/twlo-20251030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-25-000147
- JSON: https://secwatch.observer/filing/0001447669-25-000147.json
- Plain text: https://secwatch.observer/filing/0001447669-25-000147.txt

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