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

202.02 1.06 +0.53%
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 30, 2026

Fiscal Q3 2026 · Period ended Sep 30, 2026 · Filed · accepted 4:12 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 7, 2026: 7 added · 3 removed · 21 modified; 12 with only figures updated

  1. Removed · Factors Affecting Our Results of Operations

    In the second quarter of 2026, we determined that we would be unable to consume certain network services that we prepaid in previous periods due to operational and financial challenges experienced by two network service providers. This determination resulted in a $32.8 million impairment loss on prepaid assets that impacted our operating expenses and income from operations for the three and six months ended June 30, 2026. This impairment loss has no impact on our free cash flow and will not impact our results of operations in future periods.

30 more changes in this Item, word by word, in Powerpack.