earnings
confidence high
sentiment positive
materiality 0.80
Twilio Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP
TWILIO INC
2025-FY EPS reported
$0.21
revenue$5,067,220,000
- Q4 revenue $1.366B (+14% YoY); organic growth 12%; GAAP income from ops $57M vs $13.7M.
- Non-GAAP income from ops $255.6M (18.7% margin); non-GAAP diluted EPS $1.33 vs $1.00.
- FY25 revenue $5.07B (+14% YoY); GAAP net income $34M ($0.21 diluted EPS) vs FY24 loss.
- Active customer accounts 402,000 (+77k YoY); DBNER 109% in Q4 vs 106% in Q4 2024.
- Q1 2026 rev guidance $1.335-1.345B (10-11% organic); FY26 non-GAAP ops income $1.04-1.06B.