---
schema_version: "secwatch.filing_event.v1"
accession: "0001447669-26-000010"
form_type: "8-K"
ticker: "TWLO"
cik: "0001447669"
company_name: "TWILIO INC"
filed_at: "2026-02-12T23:59:59+00:00"
generated_at: "2026-05-16T02:59:05.651946+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Twilio Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP

## Summary
- 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.

## SEC filing metadata
- accession: 0001447669-26-000010
- form_type: 8-K
- ticker: TWLO
- cik: 0001447669
- company_name: TWILIO INC
- filed_at: 2026-02-12T23:59:59+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/1447669/000144766926000010/0001447669-26-000010-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000010/twlo-20260212.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-26-000010
- JSON: https://secwatch.observer/filing/0001447669-26-000010.json
- Plain text: https://secwatch.observer/filing/0001447669-26-000010.txt

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