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

201.59 0.63 +0.31%
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 May 1, 2026

Fiscal Q1 2026 · Period ended Mar 31, 2026 · Filed · accepted 4:11 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Oct 31, 2025: 5 added · 15 removed · 28 modified; 7 with only figures updated; 4 moved without change

  1. Modified · split · Overview

    We envision a world in which every digital interaction between businesses and their customers is amazing. By combining our leading communications capabilities, plus with rich contextual data, plus generative and predictive AI, we enable provide the infrastructure for businesses of all sizes to revolutionize how they engage with their customers by delivering seamless, trusted, and personalized customer experiences at scale. We offer communications APIs that enable developers to embed numerous forms of messaging, voice, email and video interactions into their customer-facing applications, as well as software products that target specific engagement needs, including our customer data platform, digital engagement centers, marketing campaigns, and user authentication and identity solutions. This combination of flexible APIs and software solutions helps businesses of all sizes and across numerous industries benefit from smarter and more streamlined engagement at every step of the customer journey, including reduced customer acquisition costs, lasting loyalty and increased customer value. Our platform, which combines our highly customizable communications APIs with customer data management capabilities and AI-powered predictions and recommendations, allows businesses to break down data silos and build a comprehensive single source for their customer data that is organized into unique profiles that are easily accessible by all their business teams. Empowered with this information and the insights it enables, businesses using our platform can provide robust, personalized and effective communications to their customers at every stage of their customer relationships at scale. The value proposition of our offerings has become stronger and our products have become more strategic to our customers as businesses are increasingly prioritizing building more personalized and differentiated customer engagement experiences through digital channels.