Twilio Non-GAAP EPS of $1.25 beats by $0.18, revenue of $1.3B beats by $50M

Twilio press release (TWLO): Q3 Non-GAAP EPS of $1.25 beats by $0.18.
Revenue of $1.3B (+15.0% Y/Y) beats by $50M.
More than 392,000 Active Customer Accounts as of September 30, 2025 compared to more than 320,000 Active Customer Accounts as of September 30, 2024.
Dollar-Based Net Expansion Rate of 109% for the third quarter of 2025 compared to Dollar-Based Net Expansion Rate of 105% for the third quarter of 2024.
5,541 employees as of September 30, 2025.
Q4 revenue consensus of $1.09B, Non-GAAP EPS consensus of $0.73

Dollars and shares in millions, except per share amounts
Revenue		$1,310 – $1,320
Y/Y Revenue Growth		9.5% – 10.5%
Y/Y Organic Revenue Growth		8% – 9%
Non-GAAP income from operations		$230 – $240
Non-GAAP diluted earnings per share ⁽¹⁾		$1.17 – $1.22
Non-GAAP weighted average diluted shares outstanding		157

Dollars in millions
Y/Y Revenue Growth		12.4% – 12.6%
Y/Y Organic Revenue Growth		11.3% – 11.5%
Non-GAAP income from operations		$900 – $910
Free cash flow		$920 – $930