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Form 8-K · Current Report · Filed 2026-02-12

Twilio Reports Strong Q4 and FY 2025 Results, Provides 2026 Guidance

Twilio Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting a 14% increase in both reported and organic revenue for the full year. The company reported non-GAAP income from operations of $924 million for the full year, with a non-GAAP net income attributable to common stockholders of $782 million. For the first quarter of 2026, Twilio is guiding for revenue between $1.335 and $1.345 billion, implying reported revenue growth of 14% to 15% year-over-year. The company also provided full-year 2026 guidance for non-GAAP income from operations of $1.04 to $1.06 billion and free cash flow of $1.04 to $1.06 billion.

Filer
Twilio Inc. TWLO · NYSE
Filed
Accession
0001447669-26-000010
CIK
0001447669
Signal
Medium impactTechnology

Items reported

Item events

Reported Item

General Statement Earnings Beat Financial Instrument Agreement

Market reaction

Close before filing

$110.44

Next session

+2.3%

Since filing

+78.7%

Latest close

$197.35

What happened, not what will happen — closing prices around the filing date.

About Twilio Inc.

Twilio Inc. is a cloud communications platform company that empowers developers to build and manage software communications solutions. Known for its robust application programming interfaces (APIs), Twilio facilitates voice, messaging, video, and email functions for a myriad of applications, making communication simple and programmable. The platform serves a wide array of industries, including retail, healthcare, education, and finance, enabling these sectors to seamlessly integrate communication services into their applications. Founded in 2008, Twilio has established itself as a key enabler of digital transformation, providing scalable and reliable communication technology to businesses of all sizes. Through its pioneering technology, Twilio continues to play a pivotal role in the evolution of customer engagement strategies, supporting companies worldwide in crafting personalized connections with their clients and users. It is known for its customer-centric approach, continuously evolving its services to meet the dynamic needs of the global communications market.

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