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Twilio 8-K Report, Financial Results (Aug 7, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed August 7, 2025
Period End
August 7, 2025
Security
TWLO
In the record · 2016–202610-K1110-Q328-K108

TWLO filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 108 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jun ’18Jun ’18
  2. Material agreement8-K · Aug ’20Aug ’20
  3. Restructuring8-K · Sep ’22Sep ’22
  4. Leadership change8-K · Jun ’26Jun ’26

01—Abstract

Summary

Summary of the 8-K filed August 7, 2025. Cited figures are marked; the original filing is the authoritative source.

Twilio Inc. (NYSE: TWLO) reported second quarter 2025 results for the quarter ended June 30, 2025, in a press release furnished as Exhibit 99.1 to this Form 8-K.

Revenue was $1.23 billiona ($1,228,425 thousand), up 13% year-over-year on both a reported and organic basis, with Communications revenue of $1.15 billion, up 14%, and Segment revenue of $75.5 million, flat year-over-year. GAAP income from operations was $37.0 million, compared with a GAAP loss from operations of $19.0 million in the second quarter of 2024, while non-GAAP income from operations was $220.5 million, up from $175.3 million. GAAP diluted EPS was $0.14 and non-GAAP diluted EPS was $1.19, compared with $0.87 a year earlier.

Cash generation was strong: net cash provided by operating activities was $277.1 millionb and free cash flow was $263.5 million, compared with $213.3 million and $197.6 million in the prior-year quarter. The company repurchased $176.7 million of Class A common stock during the quarter under a $2.0 billion authorization that runs through December 31, 2027. Active Customer Accounts exceeded 349,000 and the Dollar-Based Net Expansion Rate was 108%, versus 102% a year earlier.

For guidance, Twilio initiated third quarter 2025 targets of $1,245c - $1,255 million in revenue (10% - 11% year-over-year reported growth), $205 - $215 million in non-GAAP income from operations, and non-GAAP diluted EPS of $1.01 - $1.06. For fiscal 2025 it raised its organic revenue growth target to 9% - 10% from 7.5% - 8.5%, initiated a reported revenue growth target of 10% - 11%, reiterated non-GAAP income from operations of $850 - $875 million, and raised its free cash flow target to $875 - $900 million from $850 - $875 million.

02—Key points

Key Highlights

  1. Q2 2025 revenue of $1.23 billion, up 13% year-over-year on both a reported and organic basis; Communications revenue of $1.15 billion, up 14%.
  2. GAAP income from operations of $37.0 million, a swing from a $19.0 million loss a year earlier; non-GAAP income from operations of $220.5 million, up from $175.3 million.
  3. GAAP diluted EPS of $0.14 versus a $(0.19) loss in Q2 2024; non-GAAP diluted EPS of $1.19 versus $0.87.
  4. Free cash flow of $263.5 million and operating cash flow of $277.1 million, both higher than the prior-year quarter.
  5. Dollar-Based Net Expansion Rate of 108%, up from 102%; more than 349,000 Active Customer Accounts, up from more than 316,000.
  6. FY2025 organic revenue growth target raised to 9% - 10% from 7.5% - 8.5%; FY2025 free cash flow target raised to $875 - $900 million from $850 - $875 million.
  7. Repurchased $176.7 million of Class A common stock in Q2 2025 under a $2.0 billion program expiring December 31, 2027.

03—Questions

Frequently Asked Questions

  1. How did Twilio perform in the second quarter of 2025?

    Revenue rose 13% year-over-year to $1.23 billion on both a reported and organic basis. GAAP income from operations was $37.0 million, compared with a loss of $19.0 million a year earlier, and non-GAAP income from operations rose 26% to $220.5 million.

  2. What guidance did Twilio give for the third quarter of 2025?

    Twilio guided to third-quarter revenue of $1,245 - $1,255 million (10% - 11% year-over-year reported growth and 8% - 9% organic growth), non-GAAP income from operations of $205 - $215 million, and non-GAAP diluted EPS of $1.01 - $1.06.

  3. How did Twilio change its full-year 2025 outlook?

    The company raised its organic revenue growth target to 9% - 10% from 7.5% - 8.5%, initiated a reported revenue growth target of 10% - 11%, and reiterated non-GAAP income from operations of $850 - $875 million. It raised its free cash flow target to $875 - $900 million from $850 - $875 million.

  4. How much cash did Twilio generate and return to shareholders?

    Operating cash flow was $277.1 million and free cash flow was $263.5 million in the quarter. Twilio repurchased $176.7 million of Class A common stock in Q2 2025 under a $2.0 billion authorization that runs through December 31, 2027.

  5. What do the customer metrics show?

    The Dollar-Based Net Expansion Rate was 108% for Q2 2025, up from 102% a year earlier, and Active Customer Accounts exceeded 349,000 as of June 30, 2025, compared with more than 316,000 a year earlier. The filing notes the company believes the Active Customer Accounts metric is now less informative as an indicator of growth than in prior periods.

04—Continue

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