Skip to content
AnalystLens

Twilio 8-K Report, Financial Results (Oct 30, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 30, 2025
Period End
October 30, 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. Deal closed8-K · Feb ’19Feb ’19
  2. Material agreement8-K · Oct ’20Oct ’20
  3. Leadership change8-K · Dec ’22Dec ’22
  4. Leadership change8-K · Dec ’24Dec ’24

01—Abstract

Summary

Summary of the 8-K filed October 30, 2025. Cited figures are marked; the original filing is the authoritative source.

Twilio Inc. (NYSE: TWLO) reported third quarter 2025 results for the quarter ended September 30, 2025, in a press release furnished as Exhibit 99.1 to this Item 2.02 filing.

Revenue was $1.3 billiona, up 15% year-over-year and up 13% on an organic basis. GAAP income from operations was $40.9 million, compared with a GAAP loss from operations of $4.9 million in the third quarter of 2024, and non-GAAP income from operations was $234.5 million, compared with $182.4 million a year earlier. GAAP net income attributable to common stockholders was $37.2 million, or $0.23 per diluted share, and non-GAAP diluted earnings per share was $1.25.

Net cash provided by operating activities was $263.6 millionb and free cash flow was $247.5 million. The company raised its full-year 2025 guidance. Reported revenue growth is now expected at 12.4% to 12.6% (previously 10% to 11%), organic revenue growth at 11.3% to 11.5% (previously 9% to 10%), non-GAAP income from operations at $900 to $910 million (previously $850 to $875 million), and free cash flow at $920 to $930 million (previously $875 to $900 million).

Fourth-quarter 2025 guidance projects revenue of $1,310 to $1,320 millionc and non-GAAP income from operations of $230 to $240 million. Dollar-based net expansion rate was 109%, compared with 105% in the third quarter of 2024, and active customer accounts were more than 392,000, compared with more than 320,000 a year earlier. Capital allocation and M&A were also covered.

Twilio repurchased $349.8 milliond of Class A common stock in the third quarter and has about $1.3 billion remaining under its $2.0 billion authorization, which expires December 31, 2027. The company also entered into a definitive agreement to acquire Stytch, Inc., an identity platform for AI agents, with closing expected in mid-November, subject to customary conditions.

02—Key points

Key Highlights

  1. Third-quarter revenue of $1.3 billion, up 15% year-over-year reported and 13% organic.
  2. GAAP income from operations of $40.9 million, a $46 million improvement from a GAAP loss of $4.9 million in Q3 2024; non-GAAP income from operations rose 29% year-over-year to $234.5 million.
  3. GAAP diluted EPS of $0.23 versus a loss of $0.06 a year earlier; non-GAAP diluted EPS of $1.25 versus $1.02.
  4. Full-year 2025 guidance raised: reported revenue growth to 12.4%-12.6%, non-GAAP income from operations to $900-$910 million, and free cash flow to $920-$930 million.
  5. Q3 free cash flow of $247.5 million, up from $189.1 million; dollar-based net expansion rate improved to 109% from 105%.
  6. Repurchased $349.8 million of Class A common stock in Q3; about $1.3 billion of the $2.0 billion authorization remains.
  7. Agreed to acquire Stytch, Inc., an identity platform for AI agents, with closing expected in mid-November 2025.

03—Questions

Frequently Asked Questions

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

    Revenue reached $1.3 billion, up 15% year-over-year reported and 13% organic. GAAP income from operations was $40.9 million, and non-GAAP income from operations was $234.5 million, up from $182.4 million in the prior-year quarter.

  2. Did Twilio change its outlook for 2025?

    Yes. The company raised its full-year 2025 reported revenue growth range to 12.4%-12.6% from 10%-11%, organic revenue growth to 11.3%-11.5% from 9%-10%, non-GAAP income from operations to $900-$910 million from $850-$875 million, and free cash flow to $920-$930 million from $875-$900 million.

  3. What guidance did Twilio give for the fourth quarter of 2025?

    Twilio projected fourth-quarter revenue of $1,310-$1,320 million, reported revenue growth of 9.5%-10.5%, organic revenue growth of 8%-9%, non-GAAP income from operations of $230-$240 million, and non-GAAP diluted EPS of $1.17-$1.22, on about 157 million diluted shares.

  4. What is the Stytch acquisition?

    Twilio entered into a definitive agreement to acquire Stytch, Inc., an identity platform for AI agents built for developers. The company expects the transaction to close in mid-November 2025, subject to customary closing conditions.

  5. How is Twilio returning capital to shareholders?

    Twilio repurchased $349.8 million of Class A common stock in the third quarter and about $656.7 million year-to-date through September 30, 2025. Approximately $1.3 billion remains under the $2.0 billion program, which expires December 31, 2027.

04—Continue

← View all 8-K filings