Twilio Inc.

TWLO Technology Software Infrastructure

Twilio Inc.’s revenue for fiscal 2025 (year ended December 2025) was $5.1 billion, up 13.7% from fiscal 2024.

Revenue
+19.9%
EPS
+333.3%
Free cash flow
+54.3%
Total debt
+0.18%

Quarter to September 2026, against a year earlier

203.71 2.75 +1.37%
Market cap
$31.1B
P/E
24.3×
Fwd P/E
22.8×
Dividend yield
—
F-score
6/9
Altman Z
6.40
Beneish M
−2.85
Dividend safety
n/a

Twilio Inc. 10-Q filed Oct 31, 2025

Fiscal Q3 2025 · Period ended Sep 30, 2025 · Filed · accepted 4:09 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Aug 8, 2025: 4 added · 12 removed · 26 modified; 11 with only figures updated

  1. Modified · Overview

    On January 1, 2025, we realigned our business unit structure into a functional support model under one organization. We believe that operating as one organization best positions us as we seek to deliver one trusted, smart and integrated platform that enables more personalized communications and engagements for customers. Despite realigning our organizational structureIn the third quarter of 2025, we have continued to have two reportable segments. Our Communications reportable segment consists modified the presentation of a variety of APIs and software solutions to optimize communications between the financial information that is regularly reviewed by our customers and their end users. Our key offerings in Chief Executive Officer, who is also our Communications reportable segment include MessagingChief Operating Decision Maker (“CODM”), Voice, Email (which includes Marketing Campaigns), Flex, to reflect this realignment and User Authentication and Identity. Our Segment reportable segment consists of software products that enable businessesthe change in how management currently views and operates the business. These changes required us to leverage their contextual data to create unique customer profiles and achieve more effective customer engagement. Our key offering in our Segmentre-evaluate our operating segment structure and resulted in the conclusion that as of September 30, 2025, we had one operating and reportable segment is our Segment product, which comprised all of the consolidated Company.