Twilio Inc. reported its financial results for the fourth quarter (Q4) and full year (FY) ended December 31, 2025. In Q4 2025, revenue was USD 1.37 billion, representing a 14% increase year-over-year. Organic revenue growth for the quarter was 12% year-over-year. For the full year 2025, Twilio delivered what the company described as one of its most balanced and successful years, with accelerated revenue growth, expanded operating margins, and significant free cash flow growth. CEO Khozema Shipchandler highlighted that Twilio is quickly becoming a foundational infrastructure layer in the age of AI, with its vision resonating with customers. Looking ahead, Twilio issued guidance for the first quarter (Q1) 2026, expecting revenue in the range of USD 1.34 billion to USD 1.35 billion, implying reported year-over-year growth of 14% to 15% and organic revenue growth of 10% to 11%. The company anticipates non-GAAP income from operations of USD 240 million to USD 250 million and non-GAAP diluted earnings per share between USD 1.21 and USD 1.26, based on 158 million weighted average diluted shares outstanding. For fiscal year 2026, Twilio projects reported revenue growth of 11.5% to 12.5% and organic revenue growth of 8% to 9% year-over-year. The company expects full-year non-GAAP income from operations of USD 1.04 billion to USD 1.06 billion and free cash flow in the same range. Twilio will host a Q&A conference call to discuss these results and business developments, with details and replays available on its investor relations website. The company continues to emphasize its customer engagement platform as a key enabler for brands in the evolving technology landscape.

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