- Twilio press release (NYSE:TWLO): Q2 Non-GAAP EPS of $1.19 beats by $0.14.
- Revenue of $1.23B (+13.9% Y/Y) beats by $40M.
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Twilio is initiating guidance for the third quarter ending September 30, 2025. For fiscal year 2025, Twilio is raising its organic revenue target to 9% – 10% year-over-year, compared with 7.5% – 8.5% previously, and initiating a reported revenue target of 10% – 11% year-over-year. In addition, Twilio is reiterating its 2025 non-GAAP income from operations target of $850 – $875 million, and raising its 2025 free cash flow target to $875 – $900 million, compared to $850 – $875 million previously.
Dollars and shares in millions, except per share amounts
Q3 2025Guidance
Revenue
$1,245 – $1,255
Y/Y Revenue Growth
10% – 11%
Y/Y Organic Revenue Growth
8% – 9%
Non-GAAP income from operations
$205 – $215
Non-GAAP diluted earnings per share (1)
$1.01 – $1.06
Non-GAAP weighted average diluted shares outstanding
161
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