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Twilio 8-K Report, Financial Results (Feb 12, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed February 12, 2026
Period End
February 12, 2026
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 February 12, 2026. Cited figures are marked; the original filing is the authoritative source.

Twilio Inc. (NYSE: TWLO) reported fourth quarter and full year 2025 results in a press release furnished as Exhibit 99.1.

For Q4 2025, revenue was $1.37 billiona, up 14% year-over-year and 12% organic. GAAP income from operations was $56.8 million, compared with $13.7 million in Q4 2024, while non-GAAP income from operations was $255.6 million, compared with $197.0 million. GAAP net loss per diluted share was $0.30, compared with $0.08 a year earlier, and non-GAAP diluted EPS was $1.33, compared with $1.00.

For full year 2025, revenue was $5.07 billionb, up 14% reported and 13% organic. GAAP income from operations was $157.8 million, versus a loss of $53.7 million in 2024, and non-GAAP income from operations was $924.0 million, versus $714.4 million. Net cash provided by operating activities was $1.0 billion and free cash flow was $945.4 million, compared with $657.5 million in 2024.

Dollar-Based Net Expansion Rate was 108% for the full year 2025, compared with 104% for 2024, and Active Customer Accounts exceeded 402,000 at year-end. For 2026, Twilio initiated first-quarter revenue guidance of $1.335 to $1.345 billionc, implying 14% to 15% reported and 10% to 11% organic growth, and full-year guidance of 11.5% to 12.5% reported and 8% to 9% organic revenue growth, with 2026 non-GAAP income from operations of $1.04 to $1.06 billion and free cash flow of $1.04 to $1.06 billion. The company also disclosed that about $854.6 million of shares were repurchased in 2025, leaving approximately $1.1 billion available under a $2.0 billion program that expires December 31, 2027.

02—Key points

Key Highlights

  1. Q4 2025 revenue of $1.37 billion, up 14% reported and 12% organic year-over-year.
  2. Full-year 2025 revenue of $5.07 billion, up 14% reported and 13% organic; GAAP income from operations swung to $157.8 million from a $53.7 million loss in 2024.
  3. Full-year 2025 free cash flow of $945.4 million, up from $657.5 million in 2024.
  4. Dollar-Based Net Expansion Rate rose to 108% for full-year 2025 from 104% in 2024; Q4 rate was 109% versus 106%.
  5. Q4 2025 included a $80.6 million impairment of equity method investment, contributing to a GAAP net loss of $45.9 million for the quarter.
  6. 2026 guidance: reported revenue growth of 11.5% to 12.5% and organic growth of 8% to 9%, with non-GAAP income from operations of $1.04 to $1.06 billion.
  7. Approximately $854.6 million of shares repurchased in 2025, with about $1.1 billion remaining under the $2.0 billion authorization.

03—Questions

Frequently Asked Questions

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

    Revenue was $1.37 billion, up 14% year-over-year and 12% on an organic basis. GAAP income from operations was $56.8 million, and non-GAAP income from operations was $255.6 million. GAAP diluted net loss per share was $0.30, while non-GAAP diluted EPS was $1.33.

  2. What drove the GAAP net loss in Q4 2025?

    Total other expenses, net, were $94.5 million in the quarter, including an $80.6 million impairment of equity method investment and $29.0 million in share of losses from an equity method investment. These items were excluded from non-GAAP results.

  3. What is Twilio's guidance for 2026?

    For the first quarter of 2026, revenue is expected to be $1.335 to $1.345 billion, with non-GAAP income from operations of $240 to $250 million and non-GAAP diluted EPS of $1.21 to $1.26. For full-year 2026, reported revenue growth is expected at 11.5% to 12.5% and organic growth at 8% to 9%, with non-GAAP income from operations of $1.04 to $1.06 billion and free cash flow of $1.04 to $1.06 billion.

  4. How much capital has Twilio returned through share repurchases?

    Twilio completed approximately $854.6 million of aggregate repurchases in 2025, including $198.0 million in the fourth quarter. About $1.1 billion remains under the $2.0 billion program authorized in January 2025, which expires December 31, 2027.

  5. How is customer activity trending?

    Active Customer Accounts exceeded 402,000 at December 31, 2025, up from more than 325,000 a year earlier. Dollar-Based Net Expansion Rate was 109% in Q4 2025 versus 106% in Q4 2024, and 108% for full-year 2025 versus 104% for 2024. The filing notes that Active Customer Accounts are now less informative as a growth indicator than in prior periods.

04—Continue

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