Twilio reported FY 2025 revenue of USD 5.1 billion, up 14.0%, with GAAP gross profit of USD 2.5 billion and GAAP gross margin of 49%. GAAP income from operations was USD 157.8 million and net income attributable to common stockholders was USD 33.8 million (USD 0.21 diluted EPS). Non-GAAP income from operations was USD 924.0 million with an 18% non-GAAP operating margin, while free cash flow was USD 945.4 million with a 19% free cash flow margin and operating cash flow was USD 1.0 billion with a 20% operating cash flow margin. Twilio ended FY 2025 with USD 682.3 million in cash and cash equivalents and USD 1.8 billion in short-term marketable securities, and repurchased USD 854.6 million of Class A common stock (8.0 million shares) under a USD 2.0 billion program authorized in January 2025. The company said it realigned into a functional support model under one organization and concluded it has one operating and reportable segment as of Q3 2025. Twilio also cited higher U.S. carrier A2P messaging fees introduced in June 2025, reporting USD 49.5 million of related pass-through revenue in FY 2025, and disclosed an accrued bonus liability of USD 136.2 million expected to be paid in March 2026. Active Customer Accounts were 402,000 at December 31, 2025, and Dollar-Based Net Expansion Rate was 108%.

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