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
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Twilio Inc. 10-Q filed Oct 31, 2025
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
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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, wehave continued to have two reportable segments. Our Communications reportable segment consistsmodified the presentation ofa variety of APIs and software solutions to optimize communications betweenthe financial information that is regularly reviewed by ourcustomers and their end users. Our key offerings inChief Executive Officer, who is also ourCommunications reportable segment include MessagingChief Operating Decision Maker (“CODM”),Voice, Email (which includes Marketing Campaigns), Flex,to reflect this realignment andUser 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 toleverage 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 segmentis our Segment product, which comprised all of the consolidated Company.