Twilio Non-GAAP EPS of $1.33 beats by $0.10, revenue of $1.37B beats by $50M

  • Twilio press release (TWLO): Q4 Non-GAAP EPS of $1.33 beats by $0.10.
  • Revenue of $1.37B (+15.1% Y/Y) beats by $50M.
  • Full Year 2025 Financial Highlights

    • Revenue of $5.07 billion, up 14% year-over-year.
    • Organic revenue growth of 13% year-over-year.
    • GAAP income from operations of $157.8 million, compared with GAAP loss from operations of $53.7 million for the full year 2024.
    • Non-GAAP income from operations of $924.0 million, compared with non-GAAP income from operations of $714.4 million for the full year 2024.
    • Non-GAAP net income per share attributable to common stockholders, diluted, of $4.89 based on 159.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $3.67 based on 169.2 million non-GAAP weighted average shares outstanding in the full year 2024.
  • Dollars and shares in millions, except per share amounts

    Q1 2026Guidance

    Revenue

    $1,335 – $1,345 vs consensus of $1.29B

    Y/Y Revenue Growth

    14% – 15%

    Y/Y Organic Revenue Growth

    10% – 11%

    Non-GAAP income from operations

    $240 – $250

    Non-GAAP diluted earnings per share (1)

    $1.21 – $1.26 vs consensus of $1.24

    Non-GAAP weighted average diluted shares outstanding

    158

  • Shares -3.09% AH.

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