Twilio Non-GAAP EPS of $1.19 beats by $0.14, revenue of $1.23B beats by $40M

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.
Communications revenue of $1.15 billion, up 14% year-over-year. Segment revenue of $75.5 million, flat year-over-year.
More than 349,000 Active Customer Accounts as of June 30, 2025 compared to more than 316,000 Active Customer Accounts as of June 30, 2024.
Dollar-Based Net Expansion Rate of 108% for the second quarter of 2025 compared to Dollar-Based Net Expansion Rate of 102% for the second quarter of 2024.

Dollars in millions
Y/Y Revenue Growth		10% – 11%
Y/Y Organic Revenue Growth		9% – 10%
Non-GAAP income from operations		$850 – $875
Free cash flow		$875 – $900

Dollars and shares in millions, except per share amounts
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

More on Twilio